Integrated Legal Practice Management
The ultimate all-in-one productivity boost to take your legal practice to the next level! Integrated practice management plans have all the features in our legal accounting plans, PLUS leading edge matter and business management functions and seamless Microsoft 365 / SharePoint / Teams integration...
Revolutionize lead management and client intake with AI-powered consultation interview questionnaires, lead management console, online client identity verification and automated lead to new matter data conversion for a streamlined, effortless process!
Achieve and maintain compliance with minimal effort using automated costs disclosure preparation and fee consent tracking. Your client can e-sign consent and the signing is captured to a video file and the signed document with related meta data, is automatically saved to the matter records in cabenet.
Transform the way you manage routine matter management tasks with innovative AI tools designed save you considerable time and effort every day. Experience the power of AI for drafting and rewriting content, effortlessly merging matter information into emails and documents. Create professional billing details in seconds and gain valuable insights by simply asking conversational style questions about the content of matter files.
Discover the perfect time recording tool for your needs! Effortlessly track work time and appointments through your Outlook calendar and simply transfer directly to matter billing in cabenet, or use our user-friendly online timesheet, multiple time recording clocks, or just speak using voice-to-text input to create time entries.
Ensure consistent procedures with task driven workflows for all types of legal matters. Assign tasks to team members, set due dates, and schedule reminders. Seamlessly integrates with Outlook To Do for effortless progress task tracking from any device.
Unlock unparalleled productivity with seamless integration into Microsoft Office 365, OneDrive, SharePoint, or Teams. Effortlessly organize, track, and manage every aspect of your work in our dynamic matter workspace All functions and information at your fingertips, receive compliance alerts, task reminders, and real-time billing updates to ensure your work stays on track and profitable.
Local support team, email helpdesk and online help library.
Assistance with data conversion and setup, including assisting with the first trust bank reconciliation to ensure accounting conversion is correct for ongoing compliance.
All software updates for new compliance requirements and technology changes are immediately available, without effort or additional cost to you.
