Essentials
$79
per user / month
Billed monthly
The foundation for connected PI case and firm operations.
Book a Demo- Cases, contacts and client intake
- Case documents, firm documents, SOPs and templates
- Letter templates
- Firm calendar with Outlook sync
- Tasks
- Team chat and Case chat
- Time tracking
- Case costs and trust accounting
- Staff directory
- Standard reports & Report Builder
- Dashboard
- Medical treatment and bills
- Insurance claims and coverage
- Liens
- Settlements and closing statements
- Settlement checks log
- Statute of limitations and Case deadlines