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Automated client communications (reminders, updates)
Client Intake and Management
Client Intake and Management
Client Intake and Management
Automated client communications (reminders, updates)
Client Intake and Management
Automated client onboarding forms and data collection
Client Intake and Management
Automated welcome and instruction emails
Client Intake and Management
Client document upload and organization
Client Intake and Management
Conflict of interest checks via automated database search
Client Intake and Management
Electronic signature collection for engagement letters
Client Intake and Management
Initial case evaluation questionnaire automation
Client Intake and Management
Integration with legal practice management software
Client Intake and Management
Syncing client data across platforms
Client Intake and Management
Automated appointment scheduling with clients
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 Intake and Management