Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
Order ingredients from multiple distributors through the . Track inventory levels and receive alerts when supplies are low. Manage orders, view product details, and confirm deliveries. Sync with accounting software for seamless expense tracking.
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
Track case progress with real-time updates and notifications. View case details, monitor team activity, and receive alerts for required actions. Access information about your legal team and manage account settings.
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Manage contacts with an address book that syncs across devices. Track contacts through stages like finding, , and onboarding. Update notes, locations, and send texts, emails, or make calls directly.
Manage cases with a customer portal. Review diagnostic reports and approve processes. Make payments via Apple Pay. Select media options and track case status.