A Software Company You Can Trust
MarketPlace Partners
Modern Cloud Software
- Built-in Two-Way Text Messaging
- ChatGPT AI Integration
- Client Intake Forms
- Client Portal
- Document Generation with our internal editor, MS Word and PDF merge documents
- E-Sign Functionality with Adobe Acrobat
- Document Management with internal storage, GDrive, and DropBox integrations
- Calendar with Google Calendar Integration
- Marketplace Feature
- Task Management
- Invoice Generation
- Contact Manager
- Lead Management
- Reports
- Track Billable Time and Generate Statements of Services Rendered for fee petitions
- Create & Track Medical Record Requests with dedicated records functionality
- Pre-loaded and Formatted SSD and VA Merge Templates that we maintain for you
- Track Outstanding Fees with detailed reports and advanced functionality
- Custom Case Stages for VA cases with integrated government rolodex
- Interactive Portal Designed for Case management enables clients to track their symptoms, update their conditions, providers, tests, send secure messages, file sharing, and more
SSD & VA Practice Area Custom 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