Client Intake

Custom Automations Custom Form Builder Appointment Booking E-signature for Law Firms Document Automation File Requests

CRM

Pipeline Management Custom Fields SMS/Text Messaging Client Portal

Marketing Automation

Email Drip Marketing Campaigns Custom Email Suite Dynamic Email Workflows Audience Segmentation

Time & Billing

Billing & Invoicing Time & Expense Tracking Online Payments

Insights

Custom Reporting Legal Data Analytics Law Firm Goals and Objectives