What is optimized data management, and why do you need it?

Today, almost every business manages some or many forms of data. 



What is optimized data management, and why do you need it?

Today, almost every business manages some or many forms of data. 



What is optimized data management, and why do you need it?

Today, almost every business manages some or many forms of data. 


Data management

  • Campaigns, leads, files, case data

  • Client information

  • Marketing & lead management

  • Notes & logs

  • Agreements, proposals, forms

  • Documents, images, file attachments

  • Appointments and tasks

  • Reporting and data visualization

Video Conferencing

Law Firms and consumers are now able to conveniently and safely meet and move their professional relationship forward with high quality video conferencing.

Form & Document Management

Safely and securely manage your retainer agreements, client documents, photographs and case files right in your case management system. Save time and money with our document and form management software.

Electronic Signatures

eSignatures can save you and your client’s most valuable resource, time.

· Increase productivity – generate & send docs electronically

· Reduce costs – esign is more cost effective than mail

· Minimize risks by securing document flow

· E-signatures can be more legally defensible in many cases, than wet-ink signatures

SMS / Text Messaging

A majority of people — 71% of consumers — say using text messaging to communicate with a business was effective.

Client Portal Access

In today’s digital world, consumers and firms can both benefit by utilizing online accounts that allow a firm to extend their brand, provide clients with a safe and secure environment to store their case documents and files, as well as get access case updates and communicate with their attorney or representative.

Workflow Features

Some firms have Workflow and some have No Flow. A simple workflow can be a powerful tool to help improve accountability, visibility, and client communication. Let us show you how.

Client Communication

Data Management


Form & Document Management


Electronic Signatures

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Technology Partners & Integrations

Automate and optimize internal and client communication

Improve internal and client communicaiton with a sophisticated, yet user friendly combination of high quality FlexNote®

messaging services.

  • Email sales follow up, reminders, newsletters

  • SMS/text messaging

  • Audio messaging to cell and land lines

  • Electronic signatures

  • Click to call with call recording options

  • Video conferencing

  • Client portal 

  • Fax

  • Document queues for receiving client docs 

Communication integrations

  • Callfire, Ytel, Twilio

  • DocuSign, SignNow, DigiSigner, Faxage

Financial Management

Enjoy the flexbility of having customzed field sets to organize data and streamline intake, enrollments and sales with LeadTrac™.  Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track. 


We look forward to showing you how our cloud-based software solutions are helping businesses and law firms optimize business processes and grow.


Payment processor integrations

  • Global Client Solutions (GCS)

  • Reliant Account Management (RAM)

  • CFTPay, EPPS, Authroize.net, NMI.com 

Professional Services

Optimize client and company financial

Easily quote clients from one or multiple programs, generate and manage monthly recurring payment plans.   Connect to industry leading payment gateways and payment processors for efficient payment management and automated communicaiton between systems. Gain valuable insights into client related financials as well as company sales productivity, payment tracking, revenue, sales commissions and more... 

Our Professional Services team is ready to help you migrate your business and your data from legacy or inefficient software systems onto our cloud-based software platform.