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Self-serve support desk
Give your customers the tools they need to gain access to quick precise customer support when they need to.
CRM FOR ATTORNEYS
Grow your Legal practice with the best legal CRM software
From client intake to billing, track your team's performance and manage your entire practice with our simple legal management software
Dynamic legal case management software for small firms
Manage staff, tasks, leads and clients with our all-in-one law firm management software
Our case management software for lawyers features:
Client on-boarding
Quickly add and securely store new client data. Connect with your customers in new ways.
Billing and invoicing
Collect payments for your services directly from your account.
Data Security
We employ the use of state-of-the-art security protocols to keep all your data safe.
Client intake
ESTATE PLANNING CRM
Easily turn your leads into clients
Streamline your client intake process. Gather important information with our custom fields. Send notices to engage your leads and clients.
LEGAL CRM SOLUTIONS
Collaborate with your team
Share important updates and notices with your entire team as well as your clients and contacts.
Announcements
Lead management
ESTATE PLANNING CRM
Manage your contacts and leads in one place.
Update, manage and sell to your contacts with ease. Track sales lead with our system.
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