Bankruptcy

From debtors to creditors and everything in between.

Manage your day better with all your appointments on one calendar.

Access your office schedule from anywhere on any mobile device and manage appointments to easily prepare for your day and optimize your time. Automate and send appointment reminders days or hours in advance and minimize missed or late appointments. 

Highlighted Feature: Automated Reminders

Automate appointment reminders to automatically notify clients of upcoming meetings and deadlines pertaining to their case.

Pro-Tip: Include a message to remind clients to bring needed documents signed affidavits or previously discussed paperwork.

Upload and store documents you can send to clients via a link or they can access via the secure client portal.

Store informative Chapter 7 documents you can forward to potential clients to review prior to consultations so they can make a more informed choice. Upload and attach signed client documents, filed paperwork and tax information to each individual client for easy review when needed. Always have the most updated documents available whether you’re at your desk or in a meeting that you can send to clients via email or text from your phone or desktop.

Interact with your clients with the safe and secure client portal.

Empower clients to manage their own appointments, make payments and download documents. Clients can share documents with you or access files you’ve uploaded specifically for them.

Highlighted Feature: Documents

Upload specific documents, images, and contracts clients can download directly from the Client Portal.

Pro-Tip:

Upload client documents for a specific case to the secure Client Portal so you can email clickable links when they need to download or view a document and save time printing pages that can be lost or forgotten.