Online Client Intake: Professional first step
↑ Professional intake, zero transcription
Send link to client → They complete form with all data → Automatically in CRM + folder in Google Drive. Conflict of interest check. Engagement letter ready for signature.
Document Generation: Contracts in minutes
↑ Contracts in 5 minutes instead of 1 hour
Select template → Fill 5 fields → Ready contract with correct clauses. Powers of attorney, agreements, contracts - all from templates. Versions and history.
Automatic Time Tracking
↑ Accurate hours, more revenue
Work on case → Timer runs → Hours recorded automatically. By client, by case, by activity. Integration with Toggl, Clockify or custom solution.
Deadline Reminders: Never miss one
↑ Zero missed deadlines
Enter deadline → Automatic reminders 7 days, 3 days, 1 day before. For everyone on the case. By email, SMS, Slack. Escalation if no response.
Automatic Billing: 1 click at month end
↑ Billing in 10 minutes
End of month → System collects hours by client → Generates invoices → Sends by email. Detailed activity breakdown. Payment reminders automatic.
Case Management: Everything in one place
↑ Organization and visibility
New case → Folder structure automatically (documents, correspondence, notes). Status, next step, responsible attorney - dashboard with all cases.
Client Communication: Automatic updates
↑ Happy clients, fewer calls
Change on case → Client gets notification. Monthly status report automatic. Client portal for document access. Reduced 'what's happening' calls.
E-signatures: Documents signed in hours
↑ Signing in minutes instead of days
Contract ready → Send for signature → Client signs from phone. DocuSign, PandaDoc or HelloSign integration. Automatic archiving.
Reports and Analytics: Which client is profitable
↑ Data-driven decisions
Revenue by client, by case type, by attorney. Average time to close. Utilization rate. Make informed decisions.