A Flexible Platform for Any
Legal Practice
Whether you specialize in estate planning, immigration law, or any other legal field, and whether you focus on one practice area or multiple, our solution has you covered.
Create customized matter templates for your practice areas, track case progress, and keep information organized and easily accessible for your clients.
Legal Solution Key Features
Client Intake & CRM
The Client Intake Forms are customizable and user-friendly, tailored to specific legal subverticals such as personal injury, immigration, estate planning, etc. The form enables the collection of comprehensive client information, including files, attachments, and videos, with features for post-submission updates and automated reminders, streamlining the onboarding process and integrating seamlessly with the CRM system.
Document & File Management
The Document Management system offers secure storage and easy retrieval of documents, ensuring that all case-related materials are organized and accessible.
e-Signature
The e-signature feature, streamlines the signing process, automatically updating the status to ‘sent’ and ‘completed’ once documents are signed. It also includes daily reminders to ensure timely signatures, enhancing efficiency and client responsiveness.
Reporting
Gain valuable insights into your practice with our comprehensive reporting tools. Generate detailed reports on case progress, financials, and performance metrics to make informed decisions and optimize your operations.
Case & Matter Management
Streamline your workflow with our customizable, built-in templates designed for various legal processes. These templates include predefined tasks, due dates, dependencies, and automations, ensuring consistency and efficiency in managing your cases. Easily adapt them to fit your specific needs and preferences, saving you time and effort.
Billing & Invoicing
Easily track billable hours, generate professional invoices, and ensure timely payments—all within one integrated platform.
Time & Expence Traking
Accurately track billable hours and expenses with our integrated time and expense tracking feature. Stay on top of your financials, generate detailed reports, and ensure you capture every minute and dollar spent on each case.
Calendar
Keep track of important dates, deadlines, and appointments with our robust legal calendaring feature. Ensure you never miss a critical event and manage your schedule efficiently to stay ahead of your caseload.
Benefits Section
Optimized Workflows
Effectively manage your entire case lifecycle with customizable templates, automatic task assignments, and clear dependencies.
Unified Contact Management
Maintain all client and stakeholder information in one central location. Easily access and update contact details, track interactions, and facilitate smooth communication with all parties involved.
Centralized Document Management
Store, create, and manage all your case documents securely in one place. Streamline the signing process with e-signature capabilities for quick and efficient document execution.
Boosted Productivity
Automate repetitive tasks, minimize manual data entry, and streamline processes to increase productivity, allowing you to focus more on client and case strategy.
Superior Client Experience
Deliver a seamless and professional experience for your clients, from intake to case resolution, by providing timely updates and transparent communication.
Streamlined Discovery Management
Simplify the discovery process with user-friendly forms to capture all necessary details and generate PDF responses ready for distribution.
Precise Time & Expense Tracking
Ensure accurate billing with our integrated tracking system, capturing every billable hour and expense, and generating detailed financial reports.
Efficient Billing & Invoicing
Easily create, send, and track professional invoices to ensure timely payments and maintain a healthy cash flow.
Comprehensive Legal Calendaring
Manage important dates, deadlines, and appointments effectively with our calendaring feature, helping you stay on top of your caseload.
In-Depth Reporting
Make well-informed decisions using our powerful reporting tools to analyze case progress, financials, and performance metrics, optimizing your practice's efficiency.
Secure and Compliant
Rest easy knowing your data is protected with our secure platform, compliant with industry standards and regulations, including HIPAA.
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