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Average Ratings 289 Ratings

Description

Our Intelligent Questionnaires evaluate clients for a range of immigration options while simultaneously gathering the necessary information to complete Immigration Forms, including those with barcodes. Utilize our predefined templates to create your Letters and Retainer Agreement. Enable your clients to monitor their immigration status, upload necessary documents, and process payments through our dedicated client portal. Keep all client documentation organized in a single location. To guarantee the highest level of security for your client information, we implement 256-bit enterprise-level encryption along with a separate database instance exclusive to your organization. Additionally, your account will be temporarily locked after several unsuccessful login attempts, and our CAPTCHA system is in place to thwart automated intrusion attempts effectively. With these measures, you can feel confident about the protection of sensitive data throughout your operations.

Description

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
8am LawPay Yes 
Axis LMS No 
Caseflood.ai No 
Dropbox Yes 
Google Drive Yes 
Google Workspace Yes 
LEX Reception No 
LawKPIs No 
Pipedream No 
QuickBooks Online Yes 
Quilia No 
Rocket Matter No 
Smith.ai No 
Smokeball No 
Stripe Yes 
VICIhost No 
Veza Reception No 
Wufoo No 

Integrations

Zapier Yes 
8am LawPay No 
Axis LMS Yes 
Caseflood.ai Yes 
Dropbox No 
Google Drive No 
Google Workspace No 
LEX Reception Yes 
LawKPIs Yes 
Pipedream Yes 
QuickBooks Online No 
Quilia Yes 
Rocket Matter Yes 
Smith.ai Yes 
Smokeball Yes 
Stripe No 
VICIhost Yes 
Veza Reception Yes 
Wufoo Yes 

Pricing Details

$79 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CaseEasy

Founded

2017

Country

Canada

Website

caseeasy.ca

Vendor Details

Company Name

Lawmatics

Country

United States

Website

www.lawmatics.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

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