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Download your Demo Checklist

Checklist to Help Prepare You for Your Case Management Demo

Discover the latest advances in case management software, and download this checklist so you know all the right questions to ask.

The checklist covers:

  1. General questions to assist in choosing your case management software.
  2. Feature-specific questions centered on integration, workflow and onboarding.
  3. Technical questions around security, data storage, and system requirements.

Streamline your research and make sure you select the best case management software for your firm. Prepare for your case management demo by downloading this comprehensive list of targeted questions.

Evaluate Your Intake to See How Your Firm Stacks Up

Uncover your firm’s true potential and compare your performance to industry statistics in our report.

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The Complete Guide to Choosing the Best Legal Case Management Software

Read our guide on the features your firm needs.

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Watch this video to see how our patented Buzzwords feature alerts your staff with inline prompts.

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With Needles, we didn’t get what we had wanted, which was automatic reminders to plan out your day for you, to make it easier for the case managers to run their cases. With GrowPath, the day’s all planned out for each case manager, which I really love.

Thomas, Chief Experience Officer

Prior to creating GrowPath, I ran one of the largest plaintiffs’ firms in the Southeast (200 staff, 17 locations). We couldn’t find a tool that could do everything we wanted, so I built one, taking what I know about software and combining it with nearly 20 years of knowledge on how to efficiently run a PI firm.

The tool that resulted was so powerful and revolutionary that the firms I consult for also wanted it. That’s how GrowPath was born.

Eric Sanchez, GrowPath Founder & Advisor

We caught a potentially million dollar mass tort solely because of the Buzzwords feature.

Michael, Attorney

In our first year using GrowPath, we reduced our average case time by a month, which translated to $899,843 in extra revenue.

Michael, Attorney

With GrowPath I can instantly see where all of my cases are, who is handling them, what status they are in – everything! Plus I’m able to see how my marketing is working.

David, Firm VP

I have to say I did have reservations at the beginning but now, seeing what GrowPath has to offer, life has been much easier.

JoEllen, Firm Administrator

I love being able to access GrowPath from anywhere! If I’m thinking about a case late at night I can quickly log in from my laptop at home and check what has been done or set a reminder for myself. The cloud-based data feature has been game changing.

Stephanie, Paralegal

We never would have emerged from the pandemic as unscathed as we did without GrowPath. It’s been key to our ability to work remotely, measure the quality of cases and leads coming in, and continue to make sure everything is pristine with every employee and case. If your firm does plaintiffs work, I strongly recommend taking a look.

Attorney Jeremy M., GrowPath client

A Better Legal Intake Software


Discover profitable mass torts and derivative cases in your existing caseload. The inline prompts empower staff to ask the right questions in real-time.

Quick Conversion

Receive team-wide alerts to follow up on qualified leads. When the time is right to sign on the client, eSign and mobile text-to-sign ensure you have the final contract instantly.

Marketing Connect

Seamlessly connect with your marketing stack, including web forms, live chat services, and email.

Lead Scoring Algorithm

Define what “high value case” means to you, and the algorithm will identify and prioritize targeted leads. Highly-configurable evaluation methods save valuable attorney time and increase conversion rates.

Marketing Analytics

Real-time marketing analytics give you deep insight and a competitive edge. In analyzing intake conversion and lead source by time of day, this powerful tool provides unmatched data analysis.

Complete and Accurate

Intake Forms ensure that potential client records are accurate and complete. Address verification, conflict checks, and customizable intake questionnaires optimize your workflows.

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Superior Analytic Tools

GrowPath’s mobile intelligence provides split-second retrieval of your key information. From client data to firm analytics, easily search and access what you need, whenever and
wherever you need it.

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Streamlined Case Management

Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications all stored in one, secure place with GrowPath case management software.

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See How GrowPath Can Accelerate Your Law Firm

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