Use templates for different matter/case types so that you are not writing documents from scratch. Templates allow documents to be automatically created with the right personal information from the matter at hand.
Use templates for email just like documents. Have to send out your initial contact email? Great, use a template and you have to type absolutely nothing. All client info pre-populated for you. Then attach an auto-generated document contract and send the email. About 4 clicks and no typing and you’re done.
We integrate with LawPay that fully automates taking payments securely from your clients. No need to take a payment over the phone, or a check. The portal can be emailed to a client and they complete their payment to you without your intervention.
Every matter means ToDo items. These are so easy to forget. With CaseTempo you can create default tasks that will be attached to each case. The tasks themselves can be hooked into further automation, sending emails, faxes, and documents. Super powerful.
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