Increase caseload 38% with legal case management tools

Track case progress and milestones in real time

Assign and monitor tasks across your team

Set automated reminders for key dates and filings

Centralize notes, emails, and case updates for quick reference

Access every document and message from a single, secure case file

Gather lead information through dynamic custom forms that use conditional logic

Track a lead from prospect to client on the leads dashboard

Manage leads as they advance from one stage of your pipeline to the next

Customize pipeline stages to match your intake process

View pending forms and eSignature requests, and assign open tasks to team members

Use unlimited built-in text messaging to stay in touch with prospective clients

Generate invoices automatically from tracked time and expenses

Send secure payment links directly to clients

Accept online payments via credit card, ACH, or eCheck

Automate reminders for outstanding balances

Review billing history and performance reports in one view

Log time directly from tasks, calls, or documents

Track expenses as they occur, from any device

Convert logged hours into invoices in one click

Set hourly rates by case, user, or activity type

Review detailed time reports to identify trends and opportunities

Send and receive text messages directly from your dashboard

Share updates, documents, and case details through the client portal

Keep a full communication history for every client and matter

Automate reminders for meetings and key events

Manage notifications to ensure clients always know what’s next

Customize digital intake forms with conditional logic

Collect client details, documents, and signatures in one step

Automatically create new cases from completed forms

Assign intake tasks to staff and monitor progress

Connect intake data directly to your CRM and case files