Enterprise Level Features For
Solos and Small Teams
Features
- U.S. Based secure AWS servers with 256-bit encryption
- Document Generation is conducted with our advanced internal document editor that can also import PDF merge forms. We provided a document manager for easily finding forms. We then formatted hundreds of documents and forms for you and added them to the application.
- Calendar that syncs with Google Calendar with SMS, email, and popup alerts for clients and staff
- Advanced Task Management with templates
- Clause Library create your collections of clauses for easy document assembly
- Income, Expense, and Evidence Tracking across practice areas
- Timer and Invoice Generation
- Two-way SMS (text) messaging
- Client Portal with two-way messaging, file sharing, and more
- Contact Manager Rolodex with tags
- Internal Storage and integrations with DropBox and Google Drive
- Team Features including productivity tracking, roles, and exportable activities reports
- Automation Tools New custom process pipelines (with kanban style interface) unlimited boards with aging feature
- Lead Management with our leads pipeline and user editable stages
- User Editable Reports across all practice areas
- Unlimited Digital Intake Forms at no extra cost
- Send automated SMS & email Messages with our Twilio integration
- SSD Appeal & Denial Automations for your convenience
- Pipelines/Processes for tracking case stages
- Client Medical Report makes it easy to update DAS and OHO of recent treatments, conditions, medications, and providers
- Exportable Statement of Services Rendered for fee petitions
- Import OHO and AC Case Statuses from SSA spreadsheets for mass case updates
- Track Medical Providers and medical record requests
- Pre-loaded and Formatted SSD and VA Merge Templates we maintain for you
- Custom Fee Tracking Modules can track fees from all sources and create custom reports
- Interactive Portal let's clients track their symptoms, update their conditions, providers, tests, etc.
- Don't see everything you need? our development team can add custom functionality to meet your requirements
SSD Edition Special Features
"Excellent solution for solo, small, or mid-size practice case management!"
This software is easy to learn and easy to use. The document generation tool is the most efficient and easy to use of any software I have tried or used. The cost fits any small firm budget but does not lack any of the essential elements of the case management software used by large law firms throughout the country. Highly recommended for any firm seeking to simplify their case management process!...
This software is easy to learn and easy to use. The document generation tool is the most efficient and easy to use of any software I have tried or used. The cost fits any small firm budget but does not lack any of the essential elements of the case management software used by large law firms throughout the country. Highly recommended for any firm seeking to simplify their case management process!...
Lori T.
Attorney