A suite of tools to improve your workflow.
From a bird's eye view of every activity in a case to customizable multi-step automation. Streamline your processes to improve service and eliminate errors.
Begin your client journey from the first phone call. Automate follow ups, build a relationship, and get single-click sales support for new campaigns.
Automatically generate important documents, send client emails on a schedule and share notes, documents and messages directly with your clients.
Fully Custom Analytics
Know where your cases are coming from and how well your office is handling them. Any data point can be a report.
With our powerful business process automation, just about any activity can be automated based on rules.
Our robust document generation engine allows you to create documents with custom input whenever generating a new document.