ALL FEATURES

ALL FEATURES OVERVIEW

We offer several features to keep your business running smoothly and organized. Learn more about our features below.

Case Management

Manage all your clients effortlessly through the client portal. Enter and track case information, save important court dates, and generate invoices and receipts in just a few clicks. Create documents for client review and electronic signature, while keeping every case organized with the integrated calendaring system.

Accounting

Create plan payments and send invoices or receipts in seconds. Keep track of accounts receivables and know how much money you’re collecting on a daily, weekly or monthly basis.

Lead Management

Track and manage your leads with ease, and stay informed about every stage of the client intake process. Monitor the status and progress of prospective clients to ensure no opportunity is missed.

E-Documents

Generate documents such as retainer agreements, contracts, letters, and more directly from your Admin Portal. Using customizable templates with predefined placeholders, the system automatically populates client information from their file, allowing you to create accurate, professional documents in just a few clicks.

Email Templates

Create customized email templates directly from the Administration Portal using predefined placeholders that automatically pull information from your clients’ files. Templates can be organized by case type, making client communication faster, more consistent, and more efficient. Eliminate the need to rewrite the same emails repeatedly and save valuable time with reusable, automated templates.

Tasks

Assign tasks to team members and receive real-time email updates as tasks are edited, updated, or completed. The integrated task management dashboard provides a centralized view of all assigned tasks, allowing you to easily monitor progress, track deadlines, and ensure projects stay on schedule.

Time & Expense Tracking

Track billable time and case-related expenses with ease, ensuring accurate client billing at all times. Configure standard or custom hourly rates for attorneys and staff, monitor costs in real time, and maintain complete visibility into the financial performance of every case.

Electronic Signatures

Collect client signatures electronically using document templates or by uploading existing PDF files. Add customizable placeholders that allow clients to complete required fields and provide signatures directly within the document. Once a document has been completed and signed, both you and your client automatically receive an email notification along with a copy of the finalized document for your records.

Custom Fields

Create custom fields tailored to each case type, allowing your firm to gather case-specific information beyond the standard client portal data. This flexibility ensures you can collect all necessary details from clients while maintaining a streamlined and organized intake process.

Client Intake

Easily customize client intake forms to collect the information your firm needs for each case. Intake forms can be sent directly to clients via email, allowing them to complete and submit their information at their convenience while your team focuses on other important tasks. Each intake form can be tailored to specific case types, ensuring a streamlined and efficient client onboarding process.

Calendaring

Stay organized with an integrated, color-coded calendar designed to manage appointments, court hearings, deadlines, meetings, and events. Easily track your schedule at a glance and streamline billing by creating time entries directly from calendar events, ensuring accurate and efficient timekeeping.

Stats

Gain clear visibility into how many clients retain your services each month through your ad campaigns, helping you make smarter, data-driven decisions about how to allocate your advertising budget.

Document Storage

Securely store your clients’ documents and grant them access through the client portal, allowing them to upload files directly to their case records with ease.

Reminders (E-mail & SMS)

Set up automated reminders for document signatures and attorney calendar hearings. Notifications can be scheduled at custom intervals (every “x” days) and will continue until documents are signed or a scheduled hearing is approaching, helping ensure nothing is missed.

IntraFirm Chat

Stay connected across your firm and maintain seamless communication with team members through integrated chat. Receive automated notifications to ensure important updates are never missed and collaboration remains efficient.

Data Tables

Customize and filter case information to display only the data that matters to you within your data tables. Create firm-wide views so everyone can access and visualize standardized information, or build private, personalized views that are visible only to you for more tailored case management.

Automations

Automate and customized notifications to keep both clients and firm staff updated on case developments. Send timely alerts via email, SMS, client portal messages, or IntraFirm chat, ensuring everyone stays informed and cases continue progressing efficiently.

External Attorney Dashboard

Assign court hearings to attorneys outside your firm, giving external counsel access to key case details. Enabling them to review relevant information and submit hearing reports outlining the outcome of each proceeding.

Client Portal

Provide clients with secure access through the client portal, allowing them to view case details such as upcoming hearings, upload documents directly to their case files, communicate with the firm through the internal messaging system, and conveniently make online payments—all in one centralized platform.

Payments (powered by LawPay)

Improve your cash flow, get paid faster and collect more with ProperFile Payments powered by LawPay. A built-solution to conveniently process credit card or electronic checks directly from ProperFile. No equipment needed.

Why Choose Us

We are committed to building long-term relationships with our clients. As part of this commitment, we maintain consistent communication and continuously strive to add value by gaining a deep understanding of your business environment and goals.

We also remain focused on enhancing the client management system so you can fully leverage its features to support your success, while saving valuable time and reducing costs.

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