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Description
Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.
Description
This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.
API Access
Has API
API Access
Has API
Integrations
Lead Docket
Pricing Details
$5/case/month
Free Trial
Free Version
Pricing Details
$99.95 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CasePacer
Country
United States
Website
casepacer.com
Vendor Details
Company Name
BlumbergExcelsior
Website
www.blumberg.com
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
