Matter Management
Matter dashboard with custom fields, user access limits, and advanced notes and communications tracking
Legal Notes Organizer
Intelligent Email
Native email client that automatically associates with matter-related contacts and files to the relevant matter
Integrated encryption and court-admissible proof of delivery options
Calendar
Case-centric calendaring
Rules-based calendaring
Contact Management
Advanced filters and create custom fields
Document Management & Automation
Document Management
Document Automation
Microsoft Word Plugin
CRM
Manage leads, track referrals, get leads submitted directly from your website and share intake forms with prospects
Task Management
Create task templates, attach documents, set text reminders and perform delegation tracking
Client Portal
Secure Client Portal
Custom web and mobile app portals for your firm
Time & Billing
Advanced origination tracking and reporting
Complete Business Accounting
Issue checks, create journal entries and batch-apply payments
Download bank and credit card activity from over 5000 institutions
Advanced reporting including Financial Statements, WIP and Timekeeper Productivity
Trust Accounting
Batch apply trust funds, 3-way trust reconciliation, matter ledger, create Trust Checks and set low retainer/trust balance warning
Settlement Management
Track firm and third-party expenses, manage settlement allocations and generate settlement memos and value reports
More webinars coming soon!
Legal Practice Management Software
Legal Practice Management Software