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CUSTOMIZE TO FIT YOUR FIRM

We deliver solutions.

Sure, we sell software. But that's not what you're looking for. You're looking for solutions to the problems that slow down your firm.

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Setup

Your terminology.
Your processes. 

  • Customize how your firm tracks documents, activities, expenses, contact IDs, and more
  • Default settings based on your practice needs
  • User-specific permission sets

Documents

More than just document automation.

  • Attorney-client agreement right through the portal
  • Naming and sorting of documents added by the firm and the client
  • Custom invoices

Reporting

Custom reports built to answer your firm's questions.

  • Access data already in the system
  • Choose the role, individual, firm, time frame, and more
  • Simple and intuitive for non-technical professionals
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What is your firm's biggest problem?

We love a good challenge. What's yours?

We work with our users to deliver the solution. We help firms never lose track of leads, help you convert them to clients, and manage their matters from there. Simple.

Whether it's task management, calendars, document management, the entire billing cycle, or something else, contact us. Beyond software, we deliver solutions.

Tell us your ideas.

Every update doesn't need to fix a problem, per se. It could just be a good idea.

If it makes sense and seems like it will help other firms, too, we are all over it. After all, the software supports our users. You know what you need and want.

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Related Resources

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