A Comprehensive Platform
Providing a scalable comprehensive platform that provides seamless intake, case management, and business intelligence analytics.
Link to: Client Intake
Better Intakes
Never miss a qualified lead. Perfect your intake with customized scripts, Buzzwords™, lead scoring algorithm and one-click conversion.
Link to: Case Management
Streamlined Case Management
Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications – all stored in one, secure place.
Link to: Superior Analytical Tools
Superior Analytical Tools
Monitor your firm your way with quick access to the right data. From big picture insights to minute case details, firm-wide to case-specific, your data helps drive better decisions.