01
Intake
Structured capture of inbound inquiries, following scripts the firm approves, with a hand-off to the firm's attorneys.
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Software
Intake and case-workflow software, in development.
We are building practice-management and intake software for plaintiff personal-injury firms. Ask us about availability.
Design principles
DataThe firm owns its data
The firm owns its client relationships, files and data.
AccessRole-based
Access follows each person's role, as the firm sets it.
RecordAudit trails
Activity is logged, so the firm can supervise and keep records.
What it is designed to cover
A single system for the administrative work.
02
Document management
Records, correspondence and files, organized per matter and controlled by the firm.
03
Deadlines & calendaring
Dates and tasks tracked for the firm's team, with reminders.
04
Case workflow
Administrative workflow across a matter's lifecycle, as the firm configures it.
05
Role-based access
People see what their role allows; the firm controls who has access.
06
Audit trails
A record of who did what and when, for the firm's supervision and records.
Setup & training
Set up, supported and taught.
Where software is part of an engagement, the written agreement sets out its terms. We handle setup, support and training, so the firm's staff can use it from the start.
The firm's lawyers supervise the work done in it and make every legal decision.
Next step
Ask about the software.
We'll tell you where it stands and how it could fit your firm.