Next generation provider-client platform

Simplify frontend and backend business operations across your organization.

Streamline office administration, maximize potential

Provider groups allow business owners, lawyers and legal professionals to manage backend business operations and provide frontend services to customers and clients. Spend less time on administration and more time on your clients and cases.

Case management: Centralize case files, calendars and documents
Customer relations: Keep track of contacts and leads (CRM)
Team calendars: Share calendars across your organization
Document storage: Manage and share documents

Intituive and easy to use: Start quickly, user-friendly interface, minimal training
Secure and compliant: Data protected by industry-leading security and compliance standards
Scalable solution: Grows with your firm, from solo practitioners to large legal teams
Dedicated support: Responsive support team is ready to help

$49 monthly - 30 day free trial!

Matters are collections of other app assets actings as hubs for your case management strategies. Connect Contacts, Calendar Events and Documents to a Matter for quick reference.

Track Contact interactions and manage client communication across your entire organization. Connect Contacts to Matters and Calendar Events, send reminder notifications.

Manage dockets and schedules for your entire organization. Monitor deadlines and send event reminders to clients. Connect events to Matters and Contacts for a more efficient workflow.

Store documents and connect them to Matters for super fast access. Share Documents with clients and other members of your law firm or business. Paperless is possible!