Feature-Rich
Legal Technology

Client Intake + Case Management + Analytical Tools

Analytics & Reporting

Configurable Business Intelligence

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In-Case Timeline of Statuses

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Media Buy Analysis Tool

Intake Time Tracking by Marketing Channel

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Matter Trackers

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User Behavior Analytics

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Case Inventory Displays

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.csv / .pdf Downloads

Document Storage

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1 TB of Free Storage

In Case, Cloud Based Document Storage

Automatic Capture of Merge Documents

Image, Video, and pdf Preview

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Drag-and-Drop File Upload

Document Management

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Document Tracking

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Intuitive Merge Documents

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Bulk Merge Documents

Mailing Label Creation

Advanced Customization Capabilities

Cases and Intakes

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Algorithms

Checklists & Reminders

User Views

Panels and Forms

Notes & Case Documentation

Topic-Specific Note Templates

Rich Text Formatting

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Dictation Ready

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Buzzword Capable

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Note Review and Alert

Communications

Click to call Twilio integration

Telephony

In app email client

Email

Automated inbound SMS routing and alerts

SMS

Easy iCal generation

Appointments

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Staff Directory

Search & Reporting Filters

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Quick Case Search

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Cases

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Notes

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People and Entities

Intake & Case Mapping

Address Verification

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Office Directions

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Nielsen DMA Overlay

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Automated Client Mapping

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Mobile Intake Digests

Case Accounting

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Billed v. Paid Medical Expense Layout

Case Expense Reports

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Pending Case Check Requests

Cybersecurity

Two Factor Authentication

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U2F Key Support

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IP Address Tracking

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Recaptcha

Data Obfuscation

Auditing Analytics

Access Analytics