Every Feature Your Firm Needs, Built Into One Platform
Case management, billing, documents, scheduling, and client communication — every tool your firm needs, built into one platform with no add-on fees.
20+
Features in One Platform
6
Core Workflow Categories
0
Add-On Fees or Upsell Tiers
Explore Every Feature by Category
Click a category to see what’s included. Features linked to a dedicated page can be explored in more depth.
Case Management
Track every case from intake to close — client details, court dates, documents, and invoicing in one file.
Client Portal
Give clients secure access to hearings, documents, messaging, and online payments in one place.
Client Intake
Send customizable, case-specific intake forms that clients can complete on their own time.
Custom Fields
Capture case-specific details beyond the standard client record, tailored to each case type.
Data Tables
Build firm-wide or personal views that filter case data down to exactly what matters.
E-Documents
Generate retainer agreements, contracts, and letters from templates that auto-fill client details.
Electronic Signatures
Collect signatures on templates or uploaded PDFs, with automatic confirmation emails for everyone.
Document Storage
Securely store client documents and let clients upload files straight to their case record.
Email Templates
Send consistent, auto-filled client emails from reusable templates organized by case type.
Accounting
Send invoices and receipts in seconds and track receivables daily, weekly, or monthly.
Payments
Accept credit card and e-check payments directly in ProperFile, powered by LawPay.
Time & Expense Tracking
Track billable time and case expenses with custom hourly rates for accurate client billing.
Calendaring
Manage hearings, deadlines, and appointments on a color-coded calendar tied to your billing.
Tasks
Assign tasks with real-time updates and a dashboard that keeps every deadline visible.
Reminders (Email & SMS)
Automate signature and hearing reminders at custom intervals until the job is done.
Lead Management
Track prospective clients through every stage of intake so no lead falls through the cracks.
Stats
See how many clients each ad campaign brings in to guide your marketing spend.
Automations
Trigger automatic client and staff notifications by email, SMS, portal, or IntraFirm chat.
IntraFirm Chat
Keep your whole firm connected with built-in chat and automatic update notifications.
External Attorney Dashboard
Give outside counsel access to case details and let them submit hearing reports directly.