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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CaseFunders serves as a legal payment and client financing solution tailored for law firms, enabling attorneys to eliminate financial obstacles by providing clients with customizable payment options while ensuring that firms receive their approved legal fees in advance. The platform boasts features such as secure payment processing, client financing options, payment links, a dedicated client payment portal, trust-compliant workflows, and a comprehensive dashboard that facilitates the management of payments, funding requests, approvals, and transaction histories. With CaseFunders, law firms can efficiently process ACH and credit card payments, automate the collection of payments, enhance cash flow, and boost client conversion rates without incurring the risks associated with collections. Notably, CaseFunders imposes no setup fees, monthly subscriptions, or annual contracts, making it an attractive choice for law firms of varying sizes. Its design focuses on streamlining legal payment processes, optimizing collections, and ultimately making legal services more accessible to potential clients, thereby fostering a more inclusive legal environment.

Description

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 

Integrations

Stripe No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 Yes 
Mac Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CaseFunders

Country

United States

Website

www.casefunders.com

Vendor Details

Company Name

Slatewell

Founded

2021

Country

United States

Website

www.getslatewell.com

Product Features

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 

Product Features

Law Practice Management

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

Alternatives

Alternatives