Identify opportunities to grow your firm
Focus on the most profitable practice areas, matter types, and clients for your firm by analyzing the right data.
Track and highlight key revenue sources
Identify top-performing firm members, referral sources, and client types to improve your law firm’s profitability.
Get a view into firm financials from the start
Estimate initial matter values, and update estimates as you retain new clients for better financial forecasting.
Customize reports to fit your practice needs
Filter data for detailed information on matter types, lead sources, staff members, and more. Structure reports so they make sense for your firm.
Find out why clients hire you
Monitor what causes clients to sign with your firm, as opposed to a competitor.
Set more accurate revenue targets
Analyze your pipeline to learn which services and marketing efforts are your top earners—and which ones aren’t pulling their weight.
Online Intake Forms
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.