Features & More
customizable intake forms & custom fields
Getting information from your clients can be as simple as a few clicks. Share and capture information online with our customizable intake forms or store additional client information that may not be present in the predefined fields with our fully customizable custom fields.
time & expense tracking
We know time is money, that’s why we have added a simple but powerful tool to keep track of your time entries and expenses. Capture more billable time and less time trying to figure out how much time you have spent working on a given case.
Lead management
We give you the tools you need to accurately pinpoint how your firm is generating clients. Easily set up your lead sources and ad placements giving you a clear understanding to change and improve client retention. Our lead management system works hand in hand with other features from customizable client intake forms to obtaining electronic signatures for retainers.
payments
Improve your cash flow, get paid faster and collect more with ProperFile Payments powered by LawPay. A built-solution to conveniently run credit card or electronic checks with no equipment needed.
