Systematize the workflow of your firm
By filtering cases by status, type, location, and other factors, you can improve the organization of new cases and better manage workflows in your firm.
Don’t overlook any detail
By utilizing checklists, you can optimize your client intake process, keeping tasks, emails, and appointments organized and on track to ensure a seamless and professional experience.
Build, organize and deliver individualized automated client communications
Ensure potential and current clients are kept up-to-date with automated reminders, timed-delivery email scheduling, and the ability to use unlimited email templates.