Case Management System Simplified

Keep all your files organized with this simple and easy to use case management system, from assigning tasks to co-workers, invoicing, calendaring, lead management, time tracking and more while making sure your office is running efficiently.

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Access your files anytime, anywhere there’s an internet connection using your computer, tablet or cellphone.

We understand that sometimes you need to access your clients information without the need to be in your office, that’s why we have made it easy for you to retrieve client’s information on the go, anytime, anywhere.

We know safeguarding your clients personal information is top priority and very important to you as it is to us, that’s why we use industry-standard SSL 256 bit encryption, making sure that any information transmitted over the internet is encrypted every time so that your clients information is not compromised.

Our system is designed for all types of firms. It doesn’t matter if you’re a solo attorney, mid-size firm or large firm. We offer different packages to fit your needs.

See all packages by clicking the button below.

Package Comparison

Questions? We are here to help, call us at +1 (800) 303-4522

* Features Starter Package Plus Package All Features Package
Case Management
Time & Expense Tracking
Document Storage (1GB p/userl) (2GB p/user) (3GB p/user)
Accounting
Integrated Built-in Calendar
Daily Reminders
Lead Management
Tasks
* Recurring Payments (powered by LawPay*)
E-Mail Templates
Reports
Customizable Intake Forms
Document Templates
E-Signature
Custom Fields
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Knowing where your firm stands financially month-in and month-out is essential to your firm. Keep track of account receivables and see the impact of your ad campaigns allowing you to make decisions to keep growing your firm.

Features to help you keep organized:

Accounting

  • Generate Invoices & Receipts
  • Hourly, Flat or Contingency Billing
  • Customized rates for each employee

Custom Fields

  • Customizable for each case type
  • Import to Documents or E-mail Templates
  • Textfield, Date and Drop-down options

Calendar

  • Integrated and customizable color coded calendar
  • Option to Integrate Google Calendar
  • Save important court dates or appointments

Electronic Signatures

  • Obtain electronic signatures from document templates
  • Obtain electronic signatures from PDF documents using placeholders
  • Certificate of Completion, Unique ID and Record Tracking

Time & Expense Tracking

  • Built in Timer
  • Document all Billable Hours
  • Document all Expenses
  • Customizable Rates

Lead Management

  • Status Board
  • Follow-up System
  • Categorized by Campaigns

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