Full Case Management

Case profiles include detailed personal, medical, and legal data. Access case notes and data during client visits and other tasks.

Document Linking

Store any type of scanned documents or images. Link with individual cases for quick reference.

Recurring Batch Transactions

Effortlessly post ACH, payables and interest transactions.

Asset Management

Record, sell and distribute personal and real property with minimal effort.

Court Accounting

Produce balanced, accurate accountings with minimal steps.

Time and Task Management

Document time spent with detailed notes and create future tasks. Full reporting feature.

Laser Check Printing

Print individual or group checks to any MICR toner supported printer.

Alerts and Follow-Up Requests

View case-linked follow-up requests and system alerts from the landing page.

Complete Audit Trail

Review additions or changes made to any system data.