Custom Client Fields

  • Merge into documents
  • Merge into reports
  • Exportable with other client data

Case Management Customizations

  • The ability to merge client data into any PDF form regardless of practice area
  • User editable shareable forms to facilitate communication with clients
  • Separate contact database to store details of medical providers, courts, doctors, etc.
  • Dedicated functionality to record a client’s medical conditions, medications, and treatment
  • Creating custom fields and field groups for special workloads
  • Customizable deadline fields across practice areas
  • A customizable lead stages workflow
  • Tagging of clients, claims, documents, tasks, and contacts
  • All activities are tracked by matter including notes, tasks, billable time entries, and more.
  • Multi-step task templates for complex workloads

Team Features

  • Track employee activities and productivity with exportable reports
  • Employee presence and status indicators right on our dashboard
  • Employee roles with security limitations and access limits
  • Employee work re-assignment functionality
  • Assign client owners and visibility options on a per client basis
  • Employee message board on dashboard
  • Free custom email address for each employee

Social Security and VA Case Management Features

  • Merge client and matter data directly into official SSA and VA PDF forms.
  • We include hundreds of SSD & VA forms and letters ready for you to use
  • Representation fee tracking customized for the SSD practice area
  • Representation status tracking and reporting
  • Detailed reports covering all aspects of the SSD claim lifecycle from representation to fee collection
  • Importing SSA spreadsheets for automatic case updates
  • Appeal and denial automations allows you to easily update cases and set deadlines
  • SSD appeal deadlines appear on dashboard, calendar, and reports for security
  • Advanced task templates for tracking claims processes
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