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

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

Files

Keep all the files secured on a client card and let only those allowed access it

Let your customers login into your Client Panel

Let users check their data, files or whatever you allow them to see in their profiles. 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

Improve your client management

start collecting the data your business needs to thrive!