One scalable solution that will help optimize processes,
drive growth, and take your practice to the next level.
Automation of all operational workflows and administrative tasks, from case management to client communications
Manage cases, contracts, notes, dates, schedules, expenses, time tracking, and client communications in one platform
Log time spent on cases and matters to streamline transparent billing & invoicing
Generate automatic invoices and effectively manage trust accounts. Make the entire billing and payment process easy
Monitor team performance and generate reports on what’s driving revenue and identify opportunities to grow your business
Design Permission-Based workflows for approvals or signatures with the use of advanced signature tools such as LexzurSign, AdobeSign, or DocuSign
Centralize all legal work and create a single source of truth for all team members with permission-based access
Speed up processes by automating data entry, task delegation, reminders, and reduction of repetitive tasks while reducing bottlenecks and errors, and increasing compliance
Keep team members on track with self-scheduling tool, log time to keep track of the billable hours. Deliver a consistent and efficient automated billing process by creating custom invoice templates with real-time information
Enable your team members to uphold standard of excellence and be up-dated and informed at all times
Avoid versioning issues, naming inconsistencies, and time wasted searching for data and keep track of changes made with automatic updates
Allows access, edit, and share of documents while maintaining a storage of searchable digital archives in one secure and accessible space with permission-based access