Prospect Conversion

Keep your potential clients in a virtual waiting room until you’re ready to take the case. Our conflict check allows you to create a new contact or merge the information with an existing, repeat client.

FAQ

What contact record types are available?

Organize your contacts by categories such as client, attorney, insurance adjustor, judge, paralegal, witness, and more.

Can you create notes and files related to the contact?

Yes, you can create detailed notes and files related to each contact.