Streamlined Case Management
Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications – all stored in one, secure place.
One Single View
Stay on top of your entire caseload with Timeline and Matter Trackers ensuring that every deadline is met and calling attention to items that need addressing to keep your cases moving forward.
Case Summary
Quickly access essential case information within the header and pinpoint critical dates, case types, statuses, lead score and even estimated case values. Scan the Case Summary so you can speak intelligently about the case when you receive an unexpected phone call.
Reminders
Automate reminder creation and management by customizing when they appear in case workflows. See your reminders only when you need to see them.
Keep your team organized with role-based to-do lists, intelligent reminders and clutter-free case files.
Document Management
Stored inside case files with intuitive filter-and-sort functionality, documents are easy to add, find, access and review. Key merge fields are automatically populated during document creation – saving time and the risk of error.
Communications
Boost productivity with streamlined communication. Click-to-Call, texting, and seamless Outlook email in one platform for effortless, documented communications. Stay on top of new developments with in-app notifications.