FEATURES
Running a small to mid-sized firm requires some serious behind-the-scenes coordination. With so much going on at once, the only way to deliver consistent, quality legal services to every client every step of the way is to use a legal CRM and legal intake solution to centralize and streamline your operations. We can help you keep everyone in your firm on the same page so you can focus on what matters most — getting your clients the results they paid for.
01| Client Intake
Automate the entire intake process to save time, reduce costs, and increase confidence. Share intake forms with personalized fields to automatically capture and organize information.
02|Relationship Mgmt
Link every person, appointment, email, and document to the correct matter. Keep information consistent with custom fields, and get real-time updates in Matter Timelines.
03| Automation
Save time and bring structure to your practice. From the initial lead capture to retaining a client, we build custom automations that ensure nothing slips through the cracks and your clients stay happy.
04| Billing
Track time and expenses, generate bills, and accept credit card payments with a single click. Send clients automated payment reminders and even collect funds into trust accounts.
05| Client Portal
Give your clients access to their own web app, keeping them up to date on the progress of their matter. You can share messages, document forms, signature documents, file requests, calendar events, and even tasks.
06| Insight
Get a view of billable hours, accounts receivable, firm revenue, key tasks, upcoming appointments, and more from a single dashboard.
Learn How Attorneys Are Making An Extra +$10k Per Month
Without fancy software or hiring new employees . . .
Contact Us
Email us at ProductiveLawOffice@gmail.com
Call us at (617) 544-7818
21 Wormwood St, Boston, MA 02210
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