General Features Comprehensive client database with over 500 fields of information for each client. Data screens change automatically to match the appropriate law type for each case. User login with password protection and bi-level security. Powerful search features allow you to search for a client by last name, or search for a case by opposing counsel, medical provider, insurance provider, ALJ and much more. Unlimited client case notes for each case with automatic date, time and user stamp for each entry.
Case notes are full-text searchable and include importing and exporting features.
Separate database for prospective clients, with automatic transfer of data into active client database when they are signed up. Separate database for closed prospects which allows you to re-open as a prospect when needed. Merge documents with prospects. 18 custom fields allows you to customize the system to your practice. Databank allows you to add, edit, and remove any type of selectable data such as medical providers and types, insurance companies, ALJ's, case types, cost codes, document types, etc.