Streamline your Client Onboarding with our intake form builder. Your clients can submit intake forms, while admins review and accept inquiries that align with your firm's service focus
Assign staff to work on inquiries and initiate facts gathering. Clients share documents information using client portals. Perfect way to streamline case preparation.
Robust tools to work on your cases. Track time of your staff, build invoices, automate forms filling, workflows with document templates. Enhanced productivity from start to finish