Automation is defined as the use of machines or computers instead of people to do a job, especially in a factory or office. Ask yourself, after you implemented your current system, are you and your staff, performing fewer tasks in less time? That is...
You need need to email a client a form, or any document for that matter. You could pull the form from your files, type in the names, numbers, address, etc. Save it as a PDF, attach it to an email, write the body of the email, find the email address, and send. Or...
An Automatic Alert is an automatically created calendar event. They keep your cases moving and prevent you from forgetting anything. We built this feature to help us sleep better at night. For example: Adding a complaint to the file creates an alert...
Tokens represent information contained elsewhere in the Suite that automatically replace with case-specific information. For example, if I am the attorney of record on the case, the token [Lawyer.FullName] would replace with Mr. John Q. Lawyer. The Suite uses...
A Platform is a set of tools or capabilities that all work together to help you deliver legal services. To run a law practice, lawyers must create documents, deliver documents, schedule events, send faxes, bill clients, collect fee, make calls, and and number of other...
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