This is our first intake management software. It has greatly improved our processes and we would certainly recommend it to other firms. I really like how we can customize it to generate reports.
Running a law firm requires balancing casework with practice management. Everyone at the firm plays a role in keeping cases…
For many law firms, client intake determines if a potential case becomes a signed client or a missed opportunity. When…
Most law firms treat notes as personal memory aids, quick reminders scribbled after calls, hearing takeaways jotted on a legal…
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