go paperless
Go completely paperless with an electronic signature. Send a link to your client to get documents signed or have them sign the document right on your computer / tablet
Automate processes
- Auto generate all standard documents such as OCF, LAT, OHIP, etc
- Auto generate your own custom documents
- Automatically assign tasks for every stage of the case process to yourself and your team members
Structure Intake
Intake process structuring for new clients and accident data. All forms are specifically geared to personal injury cases in Ontario.
Manage Cases
a powerful tool to organize and review all case documents and activities
- OVERVIEW - see case status in a snapshot including case activity, documents, tasks, notes, progress and more on just one screen
- DETAILS – save and review all case details including the accident, client contact, insurance, third party information, medical and employment and more
- DOCUMENTS - integrate with One Drive, Google Drive or Dropbox to stay organized and share with your team
- ACTIVITY - track case activity in details, such as information updates, case stages, communication, reminders and tasks, also see upcoming events and deadlines
- FAXES, CALL LOG, EMAIL LOG – communication gets automatically logged and assigned to the right case
- SIGNATURES REQUEST - have clients sign documents electronically
Communication
- Lawsoft automatically tracks your communication activity with clients and insurance firms including calls, emails and faxes
- Send faxes with just a click
- Get call logs, emails and faxes auto assigned to cases
CALENDAR & REMINDERS
- Stay organized with Lawsoft calendar and connected with Microsoft Office or Google Suite
- Never miss a deadline - Lawsoft automatically generates essential deadlines for each case
- Filter events by case
- Setup reminders for your team and clients (via text and/or email)
Manage contacts
Organize your contacts and insurance firms, adjusting firms and law firms including company employees
Tasks
- Keep track of your teams’ activities and tasks, deadlines and responsibilities
- Never miss a deadline - Lawsoft automatically generates essential deadlines based on case
- Filter events by case
- Setup reminders for your team and clients (via text and/or email)
- Set custom reminders
Organize finance
Manage your trust account ledger and disbursements. Connect with QuickBooks and get transactions straight from your bank
Control access
Grant full or selected access to your team members to system modules and legal cases