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ease
features
design
support

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Description

The most crucial issues for your clients warrant thoughtful quotations, realistic financial plans, and well-organized team configurations. By offering innovative pricing strategies, comprehensive analysis, and effective matter management all under one roof, you can enhance both profitability and the overall client experience. Striking a balance between the expectations of the firm and the needs of clients is essential for delivering quality service. Complex fee structures can be tailored to boost profitability while simultaneously meeting client requirements, with team resources strategically allocated for maximum efficiency. Proactive engagement, rather than a reactive approach, leads to more favorable outcomes at the matter level. With real-time tracking of actual expenses against the budget, Curo notifies your team of any cost overruns throughout the matter's lifecycle, helping to keep expenditures on track and safeguarding margins from unexpected write-downs. A thorough understanding of client requirements and meticulous management of matter scope, down to individual tasks, enables your team to provide the highest level of service possible for your clients' needs. Additionally, seamless integration with billing systems allows for the direct extraction of client terms and rates into quotes, ensuring precise estimations. This holistic approach not only streamlines operations but also fosters stronger relationships with clients.

Description

Streamline your entire conveyancing process through a single cloud-based platform. Enhance your client interactions by eliminating traditional paper forms in favor of adaptable online forms that can be tailored to meet specific needs. Recognizing that every firm operates differently, our customizable workflows empower you to define your operational approach while ensuring uniformity among staff. Clients can now receive quotes even outside of regular hours, and our system allows partners to make referrals and generate quotes on your behalf. Deliver personalized quotes to clients within seconds, thanks to our robust APIs and Webhooks that facilitate seamless third-party integrations. This technology enables you to create, read, write, upload, or initiate actions from various software, or have InTouch trigger actions within those platforms. By offering electronic document signing, you can save both time and money. Updates on each matter are automatically communicated to clients, ensuring they stay informed and satisfied throughout the process. Furthermore, our online portal significantly reduces the need for progress-chasing phone calls by up to 40%, keeping your clients and stakeholders continuously informed. Embrace this innovative solution to elevate your conveyancing practice to new heights.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
ORCODA Logistics Management System (OLMS)
ORCODA Workforce Logistics System (OWLS)
Skipio
Windcave
Xero
eCard Systems

Integrations

Microsoft Outlook
ORCODA Logistics Management System (OLMS)
ORCODA Workforce Logistics System (OWLS)
Skipio
Windcave
Xero
eCard Systems

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fulcrum GT

Country

United States

Website

fulcrumgt.com/solutions/curo

Vendor Details

Company Name

InTouch

Founded

2012

Country

United Kingdom

Website

www.intouchapp.co.uk

Product Features

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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Alternatives

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