Comprehensive Legal Management Software with Workflow & Task Automation
Everything Legal teams need to manage cases, clients, matters, tasks, documents and much more.
Case & Matter Management
Manage all Corporate Matters or Litigation Cases at every stage in a smart and agile central software workspace, where users can collaborate with internal and external stakeholders, keep track of legal deadlines and automate reminders sent as emails or notifications.
- Manage your Legal Team and Centralize all Legal Operations.
- Eliminate Repeated Tasks, and Redundancies.
- Collaborate seamlessly with internal requesters and external advisors.
Client Intake (CRM)
Manage all clients in an easy, searchable database using cloud-based client intake, with the ability to link related matters, tasks, expenses, and legal documents to specific companies or contacts; including leads, partners, and all collaborators or concerned parties – whether internal or external.
- Manage all your contacts
- Categorize, Filter, and Extract Data
- Facilitate & Speed up Client Intake
Task & Workflow Automation
Increase compliance between teams, and design your own workflows that streamline your operations, increase visibility and transparency, and ultimately result in a more productive and efficient unit.
- Manage and assign tasks
- Configure every aspect of the software to streamline workflows
- Save time, automate repetitive tasks, and increase compliance
Dashboards & Custom Metrics
Generate reports & KPIs and track custom metrics on single-view dashboards illustrating progress on all fronts including; productivity, finances, and virtually any custom metric users wish to track. Monitor closely and make better tactical and strategic business decisions.
- Full visibility of performance and progress via dashboards
- Monitor your team's performance using Kanban boards
- Generate and customize your own reports
Time Billing & Accounting
Track time and manage all transactions with a powerful billing module that allows users to create time entries, generate highly customizable electronic invoices, process payments, perform bank reconciliation, measure performance, integrate with other accounting apps, and more.
- Invoice Generation, Record Payments, Customize Invoice Templates
- Create & Track Time Logs with an embedded timer; billable & non-billable
- Manage Trust Accounts
Client Intake (CRM)
Manage all clients in an easy, searchable database using cloud-based client intake, with the ability to link related matters, tasks, expenses, and legal documents to specific companies or contacts; including leads, partners, and all collaborators or concerned parties – whether internal or external.
- Manage all your contacts
- Categorize, Filter, and Extract Data
- Facilitate & Speed up Client Intake
Case & Matter Management
Manage all Corporate Matters or Litigation Cases at every stage in a smart and agile central software workspace, where users can collaborate with internal and external stakeholders, keep track of legal deadlines and automate reminders sent as emails or notifications.
- Manage your Legal Team and Centralize all Legal Operations.
- Eliminate Repeated Tasks, and Redundancies.
- Collaborate seamlessly with internal requesters and external advisors.
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