ProperFile is designed to fit the needs of Lawyers in all practice areas.
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5800 S Eastern Ave, Suite 500, Commerce, CA 90040
+1 (800) 303-4522
info@properfile.com
We have created a software that lets you send e-mails to your clients from templates, all you have to do is create a template and use the same for all clients. It’s as simple as that.
Having to re-type e-mails over and over again can be tedious and time consuming. Our software allows you to create e-mail templates from scratch using placeholders, these placeholders take saved data from within the system replacing it with information such as the client’s name, address, case number, etc. thereby saving you precious time by not having to re-type the same information again and again.
From welcome e-mails to notifying your clients that their case has been filed, it only takes a few minutes to set up templates but seconds to send e-mails to your clients.
– Access to templates from the admin panel, only users with administrator access can create, edit or delete templates.
– Templates can be categorized by case type.
– Long list of placeholders.
– Attach up to 5 files (pdf’s, images, etc.) in the preview window in the client’s portal.
– Add an e-mail signature and choose whether you want the signature to show. * option for e-mail signature can be added in the firm’s preferences in the Administration Panel.
– Type and send e-mails directly from the client’s portal using the e-mail text editor.
5800 S Eastern Ave, Suite 500, Commerce, CA 90040
+1 (800) 303-4522
info@properfile.com