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Automated onboarding of new clients and attorneys
Client & Case Management Automation
Client & Case Management Automation
Client & Case Management Automation
Automated onboarding of new clients and attorneys
Client & Case Management Automation
Automated status updates to attorneys and clients
Client & Case Management Automation
Automatic reminders for key case milestone dates
Client & Case Management Automation
Centralized activity logs of all client interactions
Client & Case Management Automation
Centralized digital case file creation and management
Client & Case Management Automation
Client intake forms with direct CRM entry
Client & Case Management Automation
Integration of scheduling data with case files
Client & Case Management Automation
Intelligent case assignment based on expertise and availability
Client & Case Management Automation
Secure file sharing with timestamped logs
Client & Case Management Automation
Automated conflict-of-interest checks
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 Automation