Leads
- 360° view of leads
- Track lead status
- Import/export leads
- Manage lead referrals
Opportunity Management
- Define case stages
- Raise multiple quotations
- Manage negotiations
- Manage research documents
Convert Opportunities
- Convert opportunities to cases or other legal work
- Create & assign cases and legal work
- Raise invoice as per quotation
Reports
- Summarized graphical report
- Track conversions
Connect To Clients
- Client portal for seamless updates