Manage client cases and always be at the forefront with the latest updates or changes.
- Streamline the Case Management Process
- Client Relationship Management Tools
- Create Schedules & Manage Tasks Efficiently
- Automate Case Information
- Easily Organize & Manage Documents
- Automatic Commission Calculations
- Streamline Agent Onboarding
- Integrated Accounting & Legal Modules
- Enhance Communication between Agents & Clients
- And More
Organize and streamline case-related information, track deadlines, automate workflows, and manage document repositories.
Client Relationship Management
Manage client interactions, document conversations, and maintain a database of clients and prospects.
Stay organized and prioritize activities, set deadlines, and manage time efficiently.
Billing & Time Tracking
Streamline time tracking, simplify expense management, and automate invoicing procedures for increased efficiency.
Document Attachment & Management
Store, organize, version control, and reduce the risk of document loss.
Automatically calculate commissions based on commission structures, including fixed percentages, tiered rates, or custom formulas.
Document Reading Technology
Scan and transcribe documents into computer-readable information and easily find changes to documentation.
Automate the process of bringing new agents into your legal agency.
Compliance Tasks & Reporting
Get alerts and updates on changing regulations and stay informed to ensure compliance.
Real-Time Communication & Collaboration
Real-time communication, task tracking, and document sharing help improve teamwork and client interactions.
Streamline financial transactions and generate reports with our accounting modules.
Over 1000+ software solutions to help you optimize your operation.