Custom Client Fields Merge into documentsMerge into reportsExportable with other client data Case Management Customizations The ability to merge client data into any PDF form regardless of practice area User editable shareable forms to facilitate communication with clients Separate contact database to store details of medical providers, courts, doctors, etc. Dedicated functionality to record a client’s medical conditions, medications, and treatment Creating custom fields and field groups for special workloads Customizable deadline fields across practice areas A customizable lead stages workflow Tagging of clients, claims, documents, tasks, and contacts All activities are tracked by matter including notes, tasks, billable time entries, and more. Multi-step task templates for complex workloads Team Features Track employee activities and productivity with exportable reports Employee presence and status indicators right on our dashboard Employee roles with security limitations and access limits Employee work re-assignment functionality Assign client owners and visibility options on a per client basis Employee message board on dashboard Free custom email address for each employee Social Security and VA Case Management Features Merge client and matter data directly into official SSA and VA PDF forms.We include hundreds of SSD & VA forms and letters ready for you to useRepresentation fee tracking customized for the SSD practice areaRepresentation status tracking and reportingDetailed reports covering all aspects of the SSD claim lifecycle from representation to fee collectionImporting SSA spreadsheets for automatic case updatesAppeal and denial automations allows you to easily update cases and set deadlinesSSD appeal deadlines appear on dashboard, calendar, and reports for securityAdvanced task templates for tracking claims processes Schedule Demo Next - Task Management