• Run a preliminary conflict search in seconds
  • Conflict search built into Prospect intake wizard with automatic save of Conflict results
  • On-the-fly Conflict conflict search with one button save to the Prospect or Client record
  • Choose which data points to include in your conflict search results
  • Attorney’s former clients from previous firms can be saved on the employee record for inclusion in conflict search results
  • Create records for Prospective Clients and Matters using a Wizard interface
  • Track time and expenses on Prospective Clients and Matters
  • Track Clients,¬†Matters and Contacts
  • Track multiple addresses, email addresses, phone numbers, aliases and relations on each contact
  • Schedule Consultation
  • Convert Prospect records to Clients/Matters
  • Build contact management lists
  • Account Snapshot
  • Account Inquiry