F E A T U R E S

Case Management

Organize

Stay organized with case information and related documents, tasks, communications, expenses, contacts, and so much more

Custom Data Fields

Track data relevant to your case, practice area, and firm

Security

Assign user permissions for different fields to ensure client data security

Tasks & Events

Add tasks and events to cases, assign to staff, and use time estimates to manage workload

Time & Expense

Accurately track time and expense for cases and add detailed description about the activity for clients

Calendar

Stay on top of deadlines and meetings, share calendars with staff, and sync with third party calendars

History

Track updates in the case and understand how it evolved

Search

Full text search capabilities to quickly find contacts, tasks, events, documents, notes, and cases

G-Suite Integration

Sync with Google Calendar, Contacts, Drive, and Gmail

Client Portal

Give clients the ability to see notifications, case progress and activities, upload documents, ask questions and write comments on related documents/tasks/events, and send messages to the legal team

Smart Manager (Beta)

Compare time estimates and case budget with actual time entries and expenses to ensure that the case is financially on track and the workload is manageable. Use past data to predict future time and budget estimates based on case type, lead attorney, court, etc

Workflow Automation (Beta)

Automatically create tasks and events, documents, and time estimates based on case type and court procedural rules
F E A T U R E S

Document Management

Templates

Create stunning templates for regularly used documents

Legal Forms (Beta)

Create a repository of forms for clients to fill out and store that information in the case automatically

Organize

See all documents and forms related to a case in one place

Document Generation

Use templates to generate documents based on the case information already in the system

Online Editing (Beta)

Edit documents online using Google Docs

Security

Assign user permissions for different files to ensure client data security
F E A T U R E S

Billing & Invoicing

Flexible Billing

Bill cases based on hourly rates, flat fee, or contingency fee, or a combination of these methods

Activity & Expense Codes (Beta)

Use LEDES codes to classify activities and expenses, and provide clients with an informative description of the charges

Automatic Invoices

Create beautiful invoices and send them to the client via an email or on the Client Portal

Discounts & Fees (Beta)

Automatically credit the client for paying on time or in advance, and apply fees in case of a late payment

Notifications

Stay on top of your Accounts Receivable by automatically reminding clients of an upcoming bill, and get notified on unpaid invoices

Accounting (Beta)

Run reports to understand the state of your trust and corporate accounts, and comply with trust account regulations
F E A T U R E S

Business Intelligence

Productivity Reports

View client satisfaction, and task progress and estimated/actual times based on staff/case/client type to understand capacity and load

Revenue Reports

View worked rate, billing rate, collected rate, yearly write-offs, collection realization rate, and compare with industry trends to understand firm performance

Trends & Forecast (Beta)

Increase predictability by identifying variations in cases and get recommendations to reduce the variations; see what-if forecasts for various scenarios, and understand where your KPIs are and where they could be

And so much more...

Get data migration, workflow customization, website design, and document template design services at no extra cost when you sign up for a two year subscription!

Data Migration

We will help you migrate data from other systems - so, data migration just became a lot more hassle-free

Customization

Customize our technology for your process - tell us what you need, and we'll do it. You do not have to add custom data fields or workflows - we will!

Website Design

Create an online presence for your firm with a custom designed website

Documents Design

Create a cohesive brand identity by having our designers work on your document templates

Interested?

Start by scheduling a demo!