Solutions for Businesses
Today, law firms manage many forms of data
and it can be challenging to keep it all organized
and accessible, while keeping it secure.
Law Firms trust us with their data, financial
transactions and client communication.
Agreements, eSignatures and Document management
Easily create retainers, obtain electronic signatures, store and organize case-related materials, including documents, images, medical records, statements, police reports, and insurance information.
Stay organized and on top of your schedule by scheduling appointments or tasks with reminders and receiving notifications for upcoming events.
Notes, Logs, Time and
Easily record time and expenses with descriptive notes and generate reports based on client and case information.
Lead & Case management
Streamline organization, increase transparency, and ensure data security. Store all leads, client info, case details, and documents in a single, online platform.
Process Automation & Workflows
Track client and case progress and milestones effortlessly with workflows. Connect them to tasks and client communication for a seamless case management process
Client Communications: Email, Audio, SMS, & Video Conferencing
An integrated suite of communication tools including email, audio, SMS, and video conferencing to effectively communicate with clients. Stay connected and collaborate with clients in real-time, regardless of location.