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Description
Equip your team with top-notch case management software that encompasses a variety of features such as contact management, comprehensive reporting, document handling, customer relationship management, client onboarding, billing, and trust accounting. Lawcus streamlines your workflow by simplifying case management alongside robust billing and trust account functionalities. Enhance your client conversion rates with our user-friendly intake forms, e-signatures, text messaging capabilities, and automated document processing. Eliminate the chaos of daily tasks by utilizing our automated workflows for consistent and repeatable operations. With Lawcus, you can easily visualize all your matters through a kanban-style interface, allowing you to quickly identify what requires your immediate focus. Foster teamwork through matter-specific discussions and keep all communications with your clients and team centralized. Efficiently organize and assign tasks, set deadlines, create sub-tasks, monitor ongoing work, and accelerate your productivity to achieve faster results, ensuring that nothing falls through the cracks. This comprehensive solution not only enhances efficiency but also promotes collaboration and accountability within your team.
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
Chat Agents
Clerx
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Microsoft 365
Microsoft Outlook
Integrations
Chat Agents
Clerx
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Microsoft 365
Microsoft Outlook
Pricing Details
$34 per user per month
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
Lawcus
Founded
2014
Country
United States
Website
lawcus.com
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
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
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
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
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
