Reporting Dashboard with Integration with current data/apps. Gives attorneys better insights to firm in one single place. Includes weekly refresh, self service reporting access, and monthly call with data analyst to discuss reporting, trends, and ask questions.
Take current client listing and establish chain of systems for client management and customer experience. Takes technology task out of attorney's hand, gets them out of the tech weeds and allows them more time to focus on being an attorney. Includes access to built processes, document automation services (10 docs/5 pages each). Process automation is 5 processes/ 10 steps each max.
Provide both the client management and analytics to the attorney for additional relief. Learn more about your clients while having an easy to digest dashboard to research firm and client insights. Includes weekly refresh, self service reporting access, and monthly call with data analyst to discuss reporting, trends, and ask questions.
Tired of repeating the same old things in documents? Give the document automation package a whirl! (70 pages max)
Need automation in your processes? Give the process automation package a whirl. 40 steps max.
Need to ask additional questions of your data or have a special project in mind? Get a dedicated analyst to answer your data questions (up to 5 hours/month). Requires Analytics Package.
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