Manage customer cases with case lists and details, including priority settings, re-assignment, and case closure. View dashboards for customer journey insights and use dashboard cards for detailed data. Contact customers via call or email.
Communicate with attorneys and legal teams in real time. Sign legal documents directly on the device. Locate and contact providers and medical facilities. Update personal information and case details. Add and view notes for cases.
Manage team schedules and events with shared calendars. Invite users, set reminders, and track availability. Schedule tasks, share files, and receive notifications. Sync across devices and access features online or via mobile apps.
View payments and balances in real time. Track payments made or received. Access details and payment history. Receive notifications for new updates. Sync with court records for accurate information.
Access a load board to find available truckloads. Save frequently used load searches as favorites. Book loads or negotiate offers directly. Post available trucks for freight. Manage contracted power-only and drayage freight.
Track income and expenses with daily logging. Set monthly budgets and manage multiple accounts. Monitor spending patterns through insights and transaction history. Add repeating transactions and track debt.
Secure access via Face ID, Touch ID, or PIN. Start a case by answering questions to confirm coverage. Receive a list of local attorneys and an email confirmation. Search for network attorneys, view their ratings and reviews.