CRM (Client Relationship Management)
- Client intake
- Existing client information
- Prospective client tools including initial contact information and follow-up dates
Matters are customized for multiple areas of practice
Matter information includes
- Case details
- Outlook integration
- Time Entry
- Trust Accounting
- Conflict Check
- QuickBooks Integration
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.
What Clients are Saying
Any company would benefit from Fantasia's skills.
I highly recommend her.
Fantasia is our "go to" consultant and
I would recommend her without hesitation.
Without hesitation, I highly recommend
Fantasia Fairchild to any law firm.
she has developed for us.
What a great program!
for my clients. I guarantee that
she will be a great asset to your firm.
Creator & Former Owner