AUTOMATION
- Automate intake with forms on your existing website
- Auto-notify any member of your company, attorneys, paralegals, and clients at any funding stage or milestones
- Generate documents at the push of a button, such as contracts, payoff letters, and reports
INFORMATION
- Attorney contact information, case status, funding status, payoff details, and more is organized and at your fingertips
- Robust reporting options, providing you with up-to-the-minute detail about all aspects of your business
- Customize what and how field, task, and user-level data is displayed
SECURITY
- All data is stored in the cloud
- No one has access to any data unless you give it to them, both inside the company and out