Law Firm CRM
Whether you are a solo practitioner or a member of a large firm, our system seamlessly organizes ALL your cases, clients, contacts.
INTEGRATION
- Full Firm Access
- Emails
- Calendars
- Documents / Templates
- Mobile APP
CLIENT COMMUNICATION
- Secure Client Portal
- Easy Access From Anywhere
- The Ability To Choose What Documents or Notes To Share
SECURE
- Securely Access Information Remotely
- Daily Backups
24/7 Support
Frequently Asked Questions
Can I communicate with my clients?
Yes. Our system allows you to communicate directly with any of your clients via our client portal. You can send quick notes, attach documents back and forth and all that communication is attached to their case for review at an time.
Can I have multiple users and roles in my firm?
Absolutely. You or someone in your firm will be assigned system administrator. They can set all the roles in settings for other attorneys, associates, office manager, interns, etc… The administrator can limit who sees what. We designed it so attorneys can see their firm’s clients, cases and collaborate or add notes. But it is also designed to limit roles access as well.
Can I delete a case?
We make it hard to “delete” a case. You can close a case and it goes to Closed Files/Archived section. From there you can still review everything it is just not in your “active” case list. Even if you deleted it from there, it will reside in your recycle bin.
If I stop paying can I get my data?
All the data you enter into our system is your data. We just make it easy for you to use and access from anywhere. If you stop using our services, you can download and retrieve your data for a period of time. After that, you would need to contact us.
Practice Made Perfect Case Managment System QUICK Q&A
Is my data backed up?
Yes instantly
Do you have a Client Portal?
Yes
Can I access my client’s information from home?
Yes and from work, court and vacation
Can the client view notes, documents and invoices via the portal?
Yes
Can I attach research to a case?
Yes – plus correspondence, pleadings, pictures, etc…
Can I use my current firm email?
Yes
Can I charge different rates for different cases?
Yes – plus flat fee, pro bono, hourly, etc…
How much does it cost?
$1 a day or $30 a month
Can I see my Firm’s activity for the month?
Yes By week, month, quarter and year
Can I add multiple time entries quickly?
Yes. Per case or multiple different cases.
Can I track multiple court dates for a case?
Yes
Can I upload my contacts?
Yes – google, outlook, etc…
Do you have an APP?
Yes for Android (Click Here), iOS (Click Here)
Where is your Privacy Policy?
Can I cancel at any time?
Yes (Click Here)
Do you have a demo?
Yes (Click Here)
Do you have customer support?
Yes (Click Here)
Do I have to sign a long term contract?
No
Brief Overview
How to add a case?
Brief Overview
How to add a case?
FAQ didn’t help? Feel free to ask us anything before purchasing here
Apps
