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
ALL FEATURES
ALL FEATURES OVERVIEW
We offer several features to keep your business running smoothly and organized. Learn more about our features below.
Case Management
Easily manage all your clients from the client portal; enter case information, save important court dates, create invoices and receipts with a few clicks. Create documents for your clients’ review and signature and keep everything organized with the built in calendar.
Accounting
Create plan payments and send invoices or receipts in seconds. Keep track of accounts receivables and know how much money you’re collecting on a daily, weekly or monthly basis.
Lead Management
Keep track and manage your leads and always know the status or progress on retaining new clients.
E-Documents
Create documents (retainer agreements, contracts, letters, etc.) from your Admin portal with pre-defined placeholders which will collect information you have entered in your client(s) file making it easier to create letters or other documents with a few clicks.
Email Templates
Create email templates from the administration portal using predefined placeholders which will collect information you have entered in your client(s) file allowing you to save time. E-mail templates are categorized by case type. No need to retype emails over and over again when using templates.
Tasks
Assign tasks to team members and get progress e-mails for edited or completed tasks. Integrated Task dashboard to see all assigned tasks and progress.
Time & Expense Tracking
Keep track of time and expenses spent on any given case to always know how much to bill your clients. Ability to set standard or custom hourly rates.
Electronic Signatures
Collect client(s) signatures through the Document Templates script or upload a PDF file which will allow you to use placeholders for your client to fill in required information. E-mail notification with a copy of the document is sent to you and your client once a document is signed and completed.
Custom Fields
Custom fields are specific to each case type making it easy for your firm to collect additional information from your clients that may not be present in the client’s portal.
Client Intake
Easily customize your client intake form to collect information from your clients. Intake forms can be e-mailed to your client so that you can focus on other tasks. Intake forms are specific to each case type.
Calendaring
Integrated and color-coded calendar allowing you to manage appointments, court hearings, events, etc. Bill for time entries directly from the calendar.
Stats
Know exactly how many clients are retaining your services on a monthly basis based on your ad campaigns helping you make the right decisions on how to spend your ad money wisely.
Payments (powered by LawPay)
Improve your cash flow, get paid faster and collect more with ProperFile Payments powered by LawPay. A built-solution to conveniently process credit card or electronic checks directly from ProperFile. No equipment needed.
Why Choose Us
We are passionate about developing long lasting relationships with our clients. Therefore, we will communicate with you frequently and continuously endeavor to add value to your business by patiently understanding your business environment and objectives.
We will continue to improve the client management system for you to take advantage of all the features that will help you and your business succeed at the same time allowing you to save precious time and money.