Best-in-Class Solution for
Small and Mid-Size SSD Firms

Custom Cloud-Based
Legal Case Management

The Future of SSD Case Management Is Here

  • Two-Way Text Messaging: Seamlessly manage multiple conversations with clients while tracking communication history..
  • Advanced Task System: Utilize our robust task management system with customizable templates and more.
  • ChatGPT AI Integration Experience unique functionality and prompts, supercharging your workflow.
  • Client Intake Forms
  • Interactive Client Portal let's you collaborate with clients
  • Document Generation with our internal editor, MS Word and PDF merge documents
  • E-Sign Functionality requires Adobe Acrobat CC subscription
  • Document Management with internal storage, GDrive, and DropBox integrations
  • Calendar with Google Calendar, Outlook Calendar, and Microsoft 365 Integrations
  • Invoice Generation
  • Contact Manager with SSA and VA Offices
  • Lead Management Tools
  • User Editable Reports Module
  • Leads API For All Lead Gen Company Referrals

  • SSD & VA Special Features

  • Track Billable Time and Generate Statements of Services Rendered for fee petitions
  • Import Your OHO & A/C spreadsheets for secure easy case updates
  • Create & Track Medical Record Requests with dedicated records functionality
  • Pre-loaded and Formatted SSD and VA Merge Templates that we maintain for you
  • Track Outstanding Fees with detailed reports and advanced functionality
  • Custom Case Stages for VA cases with integrated government rolodex
  • Interactive Portal Designed for Case Management enables clients to track their symptoms, update their conditions, providers, tests, send secure messages, file sharing, and more

Companies We Recommend


"Excellent solution for solo, small, or mid-size practice case management!"
This software is easy to learn and easy to use. The document generation tool is the most efficient and easy to use of any software I have tried or used. The cost fits any small firm budget but does not lack any of the essential elements of the case management software used by large law firms throughout the country. Highly recommended for any firm seeking to simplify their case management process!...
Lori T.
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