Plans Choose what works for you

Essential Pro Advanced
Personal Injury Case Setup
Claimant Injury and Medical History
Treatment Chronology
Expense and Payment Tracker
Liens and Insurance Management
Claim Negotiations and Settlement
Case Calendar
Staff Task Assignments
Automated Workflows
Reminders and Notifications
Quick Search
Claimant Car Rides

One-Click Document Retrieval
Document Drafting
Document Automation
Frequently Used Pleadings
Quick Viewer
E-Signatures – Adobe or DocuSign
Custom Document Template

Client Text Messaging
Fully Integrated E-mail System
Firm-wide Broadcast and Posts
Schedule Video Conferencing – Microsoft Teams
eFax Compatible

Digital Intake
Secure Remote Intakes
One-click Intake to Matter Qualification
Intake Reports and Dashboards

Send and Receive Referrals
Electronic Fee Sharing Agreement 
Live Status Tracker

Website Chat Intake
Secure Claimant Portal
Client Messenger

Lead Management
Litigation Specific Customized Client Information Form
Marketing Campaign Reporting and Tracking
Customized Lead Qualification Checklist
Electronic Fee Retainer Agreement
Litigation Specific Customized Claim Forms
Class Action Case Management

Value-Added Enhancements

Turbocharge your practice with our optional innovation Add-ons

  • Advance Cognitive Search
  • Medical Record Retrieval Service
  • QuickBooks Online Expense Management
  • Remote Paralegal Support & Case Management Services
  • Closed Case Digital Storage
  • Bi-Lingual Call Center/Messenger Service


  • Microsoft Word
  • Microsoft Contacts
  • One Drive
  • DocuSign
  • CloudLex for Word
  • Microsoft Teams
  • Google Drive
  • Dropbox
  • Uber
  • CloudLex for Outlook
  • Outlook Email, Calendar
  • Google Calendar
  • Adobe Sign
  • QuickBooks


  • Application-Level Security
  • Custom User Permissions
  • Single Sign-On
  • Disaster Recovery
  • Digital Archiver
  • Account Management
  • Seamless Data Migration
  • Unlimited Technical Support
  • Priority Customer Support
  • Real-Time Product Update
  • Geo-Redundant Data Backups
  • Integration with Microsoft Office Online
  • Comprehensive Onboarding & Training
  • Unlimited Document Storage
  • iOS and Android Mobile apps
  • Security-Backed By Microsoft Azure