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Description
CaseFunders serves as a legal payment and client financing solution tailored for law firms, enabling attorneys to eliminate financial obstacles by providing clients with customizable payment options while ensuring that firms receive their approved legal fees in advance.
The platform boasts features such as secure payment processing, client financing options, payment links, a dedicated client payment portal, trust-compliant workflows, and a comprehensive dashboard that facilitates the management of payments, funding requests, approvals, and transaction histories. With CaseFunders, law firms can efficiently process ACH and credit card payments, automate the collection of payments, enhance cash flow, and boost client conversion rates without incurring the risks associated with collections.
Notably, CaseFunders imposes no setup fees, monthly subscriptions, or annual contracts, making it an attractive choice for law firms of varying sizes. Its design focuses on streamlining legal payment processes, optimizing collections, and ultimately making legal services more accessible to potential clients, thereby fostering a more inclusive legal environment.
Description
Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.
API Access
Has API
API Access
Has API
Integrations
Stripe
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
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
CaseFunders
Country
United States
Website
www.casefunders.com
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting