CRM (Client Relationship Management)

  • Client intake
  • Existing client information
  • Prospective client tools including initial contact information and follow-up dates

Matter/Case Information

Matters are customized for multiple areas of practice

Matter information includes

  • Case details
  • Contacts
  • Calendar
    • Appointments
    • Tasks
  • Notes
  • Email
    • Outlook integration

Accounting

  • Time Entry
  • Invoices
  • Billing
  • Trust Accounting
  • Conflict Check
  • Reports
  • QuickBooks Integration

DOCUMENT MANAGEMENT

Reclaim your workday

Automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes—all with clicks, not code—with Formstack’s workplace productivity platform.

Easy, secure legal data management

Improve the client experience, negotiate contracts, and keep your legal team organized and productive.

Practice Management

Integrate Your Software

Dramatically Increase Productivity

What Clients are Saying