Attorney Intake Software
Attorney intake software can significantly help your company’s client intake process by increasing uptime and productivity. The best platforms are not just data storage tools; they perform several different functions.
What is attorney intake software in 2023?
Attorney intake software is platform storage and fast sharing, file, and documentation processing. Some also have unique features and tools to help create projects, close deals, track progress, and keep track of data. It brings the correct elements of a company together in a network with a clear and understandable structure.
Why use attorney intake software in 2023?
Suppose you need to retrieve essential data about a customer for further work with him, but you are not sure if you left it somewhere on your computer or if your manager emailed it to you last week. What are you going to do now?
Are you going to spend hours looking for the record you need? Or did your email conversation with a client get separated and lost in the emails. Unfortunately, too many organizations are still rummaging through piles of paperwork. But now there’s an option to use Attorney intake software.
So, with the help of attorney intake software, your work will get one coherent system in which everything will fall into place and be understandable. It will be easy and fast to find the necessary information, not to forget about the client, which will pleasantly surprise him and support the trust relationship.
Features of the Attorney Intake Software
As said before, this software will significantly speed up your work, making it easier to find different records. But do you still have doubts about the choice? So let’s take a look at the main services you will get from using it:
- 1
You can find any file, document, or record when you use it. Use an intelligent electronic search: search with a keyword, phrase, phone number, etc.
- Notifications
Set notifications for yourself so you know when to contact a client when you have an appointment. Announcements will come according to how you put them.
- Event Calendar
Keep track of future events, appointments, reports, and more with a calendar.
- Reporting
Create real-time reports on your appointment and progress for yourself and your client. No more inaccurate information, only reliable data.
- AIS are also used for
- Exchanging documents, files, and contracts.
- Communication between parties with vast amounts of information.
- Due diligence, security, and confidentiality.
- Project management and control.
- Corporate transaction due diligence.
- Auditing and compliance.
- Business communications.
- Electronic signatures.
You can find any file, document, or record when you use it. Use an intelligent electronic search: search with a keyword, phrase, phone number, etc.
Set notifications for yourself so you know when to contact a client when you have an appointment. Announcements will come according to how you put them.
Keep track of future events, appointments, reports, and more with a calendar.
Create real-time reports on your appointment and progress for yourself and your client. No more inaccurate information, only reliable data.
- Exchanging documents, files, and contracts.
- Communication between parties with vast amounts of information.
- Due diligence, security, and confidentiality.
- Project management and control.
- Corporate transaction due diligence.
- Auditing and compliance.
- Business communications.
- Electronic signatures.
Next-Generation Benefits
From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.
Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.
Host your data on premises or in the Cloud, whichever works best for your office.
Build workflows, assign tasks, set deadlines or send emails at any stage of a case.
ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.
Your own customized dashboard with reminders, messages, alerts and more.
Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.
Easily track dates, deadlines, responses and what method of service was used.
Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.
Quickly create new documents by tapping into the document assembly feature.
Non-technical tools empower key staff to meet current and future requirements.
Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.
Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.
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