Matter and client management
Automate your Practice using Workflow
Workflow is the key to transforming your law practice into an efficient business.
You can create a unique set of steps and tasks for each matter type, automate each step to collect information,
assign tasks, and make sure everything is checked off before moving to the next step.
Delegate work to your staff with the assurance that everything will be done according to plan.
Manage your Matters with Ease
Customize each of your matter types with a unique workflow,
folder structure, custom data fields, document templates, billing arrangements, and reports.
Process matters more efficiently and ensure that nothing gets missed.
Give your clients a unique contact record, assign them to matters,
and maintain a complete picture of your entire history with each individual client.