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Centralized case-related document upload links
Client & Case Management
Client & Case Management
Client & Case Management
Centralized case-related document upload links
Client & Case Management
Client follow-up emails and satisfaction surveys
Client & Case Management
Document request reminders to clients
Client & Case Management
Task assignment and deadline reminders for lawyers
Client & Case Management
Workflow for internal case approvals or reviews
Client & Case Management
Automated client intake forms and assignment
Client & Case Management
Automated conflict check processes
Client & Case Management
Automatic creation of new case files
Client & Case Management
Case status update notifications to clients
Client & Case Management
Centralized appointment scheduling with case notes
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client & Case Management