Client intake: Optimize your lead intake process and improve the client experience from anywhere.
Facilitate client acquisition and retention in the cloud, enabling work from anywhere. Simplify the process for your firm and clients in just a few clicks.
Integrate your cloud workflow and sign documents instantly, all in one place.
Offer online, paperless forms that attorneys can easily complete from any device.
Track the status of each client in a centralized interface and see who needs follow-up or is ready for a settlement.
Verify duplicate clients and customize forms with specific fields to ensure client eligibility.
Digitize the creation of task lists, documents, and emails, and automate contract signing with e-signature—no travel required.
