1. Lead Scoring

Efficiently accept the right cases and properly assign them to the appropriate personnel with lead scoring.

2. Client Intake

Automate, optimize, and scale your client intake process so you can generate more revenue while decreasing cost and effort.

3. Case Management

Leave no client behind with our case management software. All your firm’s metrics and tasks can be managed at the click of a button, with real-time updates.

4. Office Optimizer

Leverage prebuilt, industry-leading, best practice-based analytics to improve your firm’s productivity and efficiency.