We help process your clients’ legal data
Build cases on client cards and store all sensitive documents in a secure cloud server. Let your clients access their data in more secure way through the client panel, not email.
Try it FREE!
We’ll show you how it works
Let us know when you want to schedule a demonstration. One of our team members will contact you and show all of the wondrous possibilities we can offer you.
No limits! You get to decide how much you pay us. Even $1 is fine
All your cases in one place
A simple web-based solution for your whole team
Clients
With our help you can transfer all your clients from Excel to a webpage. You can easily collect and search for any information you need.
Cases
You can build cases that are connected with your clients, and even upload files and notes. Use the calendar to schedule the necessary meetings.
Collaboration
Share client cards directly with the client or your employees. Build a company database with the help of others and let people access their information.
Calendar
Add events to the calendar to help keep your schedule organized.
Follow-ups
Add follow-up tasks, remind both parties about the upcoming event and agenda in a calendar.
Tasks
Build task lists regarding the appointments to be fully prepared for upcoming meetings.
Files
Keep all the files secured on a client card and let only those allowed access it.
Let your customers log in into your Client Panel
Let people check their data, files, or whatever you allow them to see in their profiles. Make their accounts accessible. Create accounts and let them request changes and order products internally.
All data on one simple card
You can customize the view of this card for both you and your users
If you want to see more details about platform functionality
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“We’ve been using oClient to keep our client contracts organized. We never missed an expiration date or renewal with our clients."Laura Glover
Cleanse -
"The recurring billing system helps us bill the clients every month. Automatically billing 400 people makes a huge difference!"Antonio Garcia
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More than 10,000 companies have trusted us
to successfully manage their data for years!
Improve your client management
Start collecting the data your business needs to thrive!
Create your FREE account today!