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Overview

Key Features and Functions include:

Bankruptcy Petition Preparation
Automates the creation of Chapter 7 and Chapter 13 petitions, schedules, and statements. The platform includes built-in logic to reduce manual data entry and ensure consistency across filings.

Client Intake and Data Collection
Provides structured intake workflows and client questionnaires that can be completed electronically. Data collected populates forms and case records, reducing duplication and administrative overhead.

Immigration Case Management and Forms
Supports immigration law workflows, including intake, case tracking, and preparation of immigration forms. The system is designed to manage common immigration case types and maintain organized client records.

Document Automation and Storage
Enables centralized storage of client documents with automated document assembly features. Users can generate completed forms and supporting documentation based on collected data.

Court Filing and Integration
Facilitates electronic filing processes and integrates with court systems where applicable. The platform aims to streamline submission and tracking of filings.

Workflow and Task Management
Includes tools to assign tasks, monitor case progress, and manage deadlines. This helps firms maintain visibility across active matters.

Client Communication Tools
Offers secure client portals and communication features to share updates, request information, and manage interactions with clients.

Cloud-Based Accessibility
Operates as a web-based platform accessible from multiple devices, enabling remote work and collaboration across teams.

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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
YEAR FOUNDED
2016
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Law Firms - 100-499 Lawyers
Law Firms - 20-99 lawyers

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