The Tools to Grow Your Firm
and Make More Money

• Two-Way Text Messaging reduce phone calls, increase your lead conversions, and capture billable time with this key integration.
• 24/7 Security Monitoring by USX Cyber your data is stored on secure U.S. based AWS servers.
• Advanced Task System: Utilize our robust task management system with customizable templates to keep your team organized
• ChatGPT AI Integration harness AI to keep your firm competitive now and in the future
• Client Intake Forms make onboarding clients easier than ever.
• Interactive Client Portal increase engagement, reduce churn, cut down on phone calls
• Document Generation save time with our internal document editorthat also supports MS Word and PDF merge documents
• E-Sign Functionality requires Adobe Acrobat CC subscription
• Document Management access your documents faster with our internal storage, GDrive, and DropBox integrations
• Calendar always know your agenda with our Google Calendar, Outlook Calendar, and Microsoft 365 Integrations
• Invoice Generation Make more money by billing clients for records and other case related expenes.
• Contact Manager with SSA and VA Offices save you time by having government facility info at your disposal
• Lead Management Tools increase your conversion rates and ultimately maximize your lead spend
• User Editable Reports Module client and case analytics help you maximize your productivity and spending
• Leads API connect with your favorite lead vendors and eliminate manual lead entries.



Additional SSD Features

• Billable Time Tracking makes invoices and fee petitions a breeze.
• Import Your OHO & A/C spreadsheets for secure easy case updates
• Create & Track Medical Record Requests with dedicated records functionality
• Track Work History with custom work history 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 any practice area
• Interactive Portal Designed for Case Management enables clients to track their symptoms, update their conditions, providers, tests, send secure messages, file sharing, and more

Advanced Features...Call

• ERE Access via Chronicle Legal download documents from the ERE, automatic case status updates, analytics and more.
• Integrated Team Chat One-on-one private chat, group text messaging, users & friends list, users & friends presence, read and delivery receipts, unread message count, and much more.
• Custom Development If you need more integrations, features, or flexibility, give us a call and we can discuss your options.