Cases & Contacts
Managing contacts, notes, vitals, tasks, vendors, and the customer screen — plus document management and e-signature.
Manage documents and folders, build mail-merge templates, send e-signatures, order medical records, and use the Office 365 and Shippo integrations.
Add, edit, organize, import, and export the contacts your firm works with, and use them as the primary or related parties on leads and cases.
Add, search, pin, edit, and record voice-memo notes on a lead or case to track important conversations and details.
Configure which key fields appear in the Customer Ribbon so the most important case details are always visible at a glance.
Navigate a customer record using the Customer Ribbon, Vitals, Action Menu, contact information, and upcoming-event panels that stay visible while you work.
Use one screen to keep track of your assigned tasks, upcoming calendar events, and recent firm activity in the Newsfeed.
Create, complete, edit, sort, transfer, and export tasks from a record, the Agenda, or the global Tasks page, and set the permissions that control them.
Search, filter, and export a system-wide feed of all firm activity, including notes, documents, texts, calls, emails, and user actions.
Filter, read, and customize real-time alerts about leads, notes, tasks, calls, and texts, and choose how you receive them.