Best Legal Intake Software in Canada

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

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.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

Data is the lifeblood of your business. Optimize the way it's managed. LeadTrac™ allows you to have customized field sets that allow you to organize data and streamline enrollments, sales, and intake. To keep clients, employees, and tasks on track, you can use powerful, configurable workflows for each department.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

Small businesses need a superior intake, answering and qualification service Our U.S.-based virtual receptionists are available to capture and qualify leads, book new clients, or build better relationships with existing clients. Prices start at $70 per month. Receptionists based in the United States are available for duty Monday through Friday, from 5am to 9pm PT/8am to 12am ET. All calls and overflow should be forwarded only. For complete workflows, lead qualification and intake can be done with CRM integration. Calendar software integration allows for appointment and call-back scheduling. Payment collection with integration to your credit-card processing software. Spam & Sales call blocking, call screening and prioritization plus VIP pass-throughs.

DirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others.

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

You can empower your team with the best case management software. It provides everything you need, including client intake, billing, trust accounting, document management, crm, client management, advanced reporting, document administration, crm, crm, client intake and billing. Lawcus makes it easy to manage cases and provide robust billing and trust accounting. Our intake forms, eSignatures and text messaging make it easier to convert more leads into clients. Our workflows make it easy to automate consistent and repeatable processes. Lawcus provides a bird's-eye view that allows you to quickly see all your matters, and determine what needs your attention. With matter-centric conversations, you can collaborate with your team. All communications with clients and your team can be kept in one place. You can organize and delegate tasks, set deadlines, add subtasks, track work in progress, and get it done quicker.

The GTL Offender Management System is able to keep track of all aspects of inmate's incarcerations, from intake to release. This includes initial intake, charges and sentencing. It also records property, medical, meal planning, scheduling and temporary release. GTL OMS uses digital fingerprinting to identify inmates. This increases security and accuracy in inmate movement. Built-in reports, which interface with the SAP Crystal Reports platform, make it easy to create meaningful and accurate reports. GTL OMS is now in its third generation and uses state-of the-art web-based technology for an exceptional user experience. This has made it the #1 jail management software in the U.S. County Corrections Market. GTL OMS manages now one out of every four private and county inmates in the U.S., proving it reliable day after day.

The only law practice management software that allows you to sell services online. LegalSale Pro provides everything you need to manage your practice. We have developed industry-leading tools that can manage your cases, accounting and documents, as well as compliance. We help you organize your entire firm. You will be able to manage all your client's affairs, tasks, accounting, and scheduling in one place. Securely share with your clients documents related to their case, including invoicing and the ability to make monthly payments online. Keep notes about important dates. Securely share documents related to your client's case, including invoicing and the ability to make monthly payments online. Keep notes about important dates. Securely work from your smartphone, computer, tablet, or laptop.

LegalSale Pro is a tool that helps you build a better legal practice. The only law practice management software that allows you to sell your services online. LegalSale Pro provides everything you need to manage your practice. We have industry-leading tools to manage your case, accounting, documents and compliance. We help you organize your entire firm. You will be able to manage all your clients' matters, tasks, accounting, and scheduling in one place. Securely share documents with clients, including invoicing and monthly payments online. Keep notes about important dates.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

Caseroads.com is a cloud-based, feature-rich practice management service that can be used from anywhere. It costs up to 70% less than similar providers. It is easy to use and allows for secure work from anywhere. All the functionality you need is included in one low price per user. Get your company to the next level. Work smarter, improve operations, get paid faster. Get started today with a 30-day free trial. Caseroads allows you to manage a larger case load with greater efficiency. It helps you keep track of all important tasks, events, and deadlines. It allows you to track and understand each matter's status. It gives you insight into the operations of your firm and makes it easier to manage a larger client base by allowing for better scheduling, intake, and conflict management. Caseroads makes it easier to onboard clients, track and access cases, store and locate client or matter documents, and capture case activities.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.

Legal Tracker (formerly Serengeti Tracker) meets the complex needs of corporate legal departments. It is the industry's most robust e-billing, matter management, and analytics AI-powered solution, trusted by more than 1,600 corporate law departments across Fortune 500 and startup companies. Who uses Legal Tracker? 1,600+ corporate legal departments 100% of AmLaw 200 and Global 100 firms 66,000+ law firms and vendors 455,000 users in 220 countries

Lolly Law is an award winning practice management solution for law firms that specialize in immigration or related areas. Lolly Law's ease-of-use and powerful tools for creating, managing, and tracking cases has been unmatched since 2014. Lolly Law's case management software also includes fully customizable immigration workflows, form sets from USCIS and DOJ, DOS and the FBI. ReForm makes it easy to fill out forms quicker and more efficiently. Finally, a way to fill out pdf forms online. Online immigration forms can be filled out, assigned to clients, and data sync throughout the process. The integrated online portal allows you to collect information and files from clients. Clients can now access the integrated online portal to quickly share information and make payments online. Online collaboration and coordination with your team is possible using one software. Instantly communicate with your team, track and delegate tasks, and get notified about important changes.

Captorra is the best case intake and lead conversion software for law firms that specialize in mass tort, personal injuries, bankruptcy, criminal defense and immigration. Captorra is a software solution that helps law firms convert leads into new cases. This cloud-based software solution provides powerful tools for lead conversion, client sign-ups, process automation, intake scripts and eSignature capabilities. It also allows for referral management, management and management of physical sign-up packages, email marketing analysis, and reporting.

You can speed up your invoice review and approval, get clean and compliant billing in real time, and get your bills out 5x faster! Accelerate invoice review and approval, meet real-time billing guidelines compliance, and automate your UTBMS Coding. Automate your UTBMS code completely. No more tedious, time-consuming headaches. Fully automated AI-powered invoicing and matter management system. Edit, merge, combine, or convert LEDES 1998B invoices easily! Automates client intake, including preliminary conflict checks. Alerts and real-time budgeting information.

Digitize your matter management using organized files, integrated client SMS and client portal. Integrated task management helps you stay on track. You can assign tasks instantly or create custom task flows. An integrated calendar, automatic notifications, conflict alerts, and an integrated calendar keep your firm on track. Analytics built-in help you track payments and billables, deadlines as well as campaigns, productivity, and many other things. Automate follow-ups and streamline intake to save time, improve your professional network, and offer a better client experience. Our pages are responsive on mobile devices so customers can manage their business from anywhere. KISS stands for Keep It Simple and Satisfying. You can get started quickly and spend no time training. There is no learning curve or complicated workflows to make life easy. Collaboration on tasks, events, documents, and other matters can increase team efficiency.

LawAlign is the national leader in Case Management Software programs for Personal Injuries practices! It covers all aspects of a Personal Injury practice, from intake to trial, and can be customized to meet your firm's specific needs. You can save time and money, as well as simplify routine tasks and increase efficiency without having to hire staff. LawAlign can be used on both Macs and PCs. There is no recurring fee and a one-time cost. LawAlign was created to help personal injury lawyers keep track of all the details that are required. It's simple and easy to use, but general case management software won't do the trick. LawAlign is the only solution to Personal Injury firms across the country. LawAlign is an easy-to-use, powerful case management system. LawAlign is a simple tool that helps you organize your practice.