Lead Capture: Leads can be collected manually or automatically through your call system and/or website. Additional lead information and follow up reminders can be set.

Lead to Client: When a lead becomes a client, the staff will change the status to client and it will be automatically added to the client database.

Client Profile: The client profile includes all the contact information, as well as all the cases for that client. When a new client is added, cases can be added from their profile.

Custom Views: From a management level, you can view all cases at once or group and filter by specific criteria. For example, here is a view of all cases grouped by the week they were created. There are  similar views for the month and quarter as well which allows a view of the revenue by the various time periods.

Automated Client Communication: Emails can be generated automatically and  with the information in the system and sent after changes in status.

These emails are generated using custom templates and can be edited and reviewed by staff before sending.

Note: The above email was generated with fake data and does not represent a real law firm or their client.