EvolveGo supports the client lifecycle within a law firm, from initial enquiry and onboarding through matter work, billing, and the management of client money.

Key features and functions include:

Lead Management
Tracks prospective clients and enquiries through to engagement.

Conflict Searches
Runs conflict searches as part of client onboarding and due diligence.

Case Management
Centralizes emails, documents, tasks, events, and contacts for each matter.

Document and Email Management
Automates document creation and files emails to the relevant matter.

Task and Workflow Management
Organizes work through categorized to-do lists and automated recurring tasks.

Client Communication
Provides a built-in platform for secure messaging and file sharing with clients.

Automatic Activity Tracking
Records billable activity automatically as work is carried out in office applications.

Invoicing
Generates invoices with customizable billing rates and approval flows.

Client Funds Management
Manages client money held in trust, with controls supporting compliant handling.