Finally a Solution That Works!
A geeky-fast, custom-built cloud law firm software and case management software system made for your business. Our technology solutions are made-to-order to fit your unique business needs from managing clients matters to settlement or litigation support and everything in-between.
Manage Your Caseload and Maximize Your Results
With our customized, cloud-based Enterprise Resource Planning (ERP) case management software, we help attorneys like you manage your workflows from intake to settlement or verdict by leveraging big data and artificial intelligence to stay on top of their game and ahead of the competition.
Enterprise Resource Planning Law Firm Software
Features and Functionality
Store & Transfer Data
Organize, store and manage data, records, cases and files using secure encryption. Use HIPAA compliant servers and processes. Securely transfer records and files to third parties based on FTP, email or API. Track document location and access levels.
CRM & Lead Management
Manage contacts, prospects, leads and clients. Track new client originations and the retention funnel process. Track leads and retained clients by campaign and source. Assign single event and recurring tasks associated with inquires or leads, and more.
Client Intake & Retention
House matter specific intake call scripts containing data fields required to capture qualification data, medical history and client allegations. Integrate with communications platforms for client outreach including: telephone, email, text and chat.
Case Management
Manage client matters and cases. Record and organize case and settlement events. Associate facts and link documents gathered through record retrieval and evaluation with allegations. Automatically assign tasks and track completion time based on pre-set workflows.
Accounting
Track and report on client recoverable costs versus firm costs by record, by service, by event, by matter, by vendor and more. Produce settlement statements with detailed costing and firm invoices based on open and completed cases allowing for current and long term receivables.
Records Retrieval
Process large record orders with a single button push using our record retrieval software. Manage any record type. Compile requests by type (HiTech, HIPAA, subpoena) with the required forms, language, client info, request description, barcode and billing info. Apply single use credit cards to medical record requests, pre authorized for single use facility billing.
Records Evaluation
Automate digitization, optical character recognition, Bates numbering and record indexing. Leverage artificial intelligence to identify data correlations and key words within records. Facilitate expert review, capture notes and full analysis in the client file. Identify actionable tasks.
Client Services & Outreach
Create and assign tasks per matter workflows. Track and manage events associated with inbound and outbound client communication workflows. Integrate with communications platforms for client outreach including: telephone, email, text and chat.
Case Collaboration
Share cases and records with active or potential co-counsel law firms to collaborate using secure dossier delivery features including matter and allegation summary and digital rights protected documents to prevent download or printing. Co-counsel can accept, reject and comment.
Settlement & Litigation Support
Create and assign tasks and events per settlement and litigation resolution workflows. Measure time to complete tasks and report on task aging. Integrate with third party digital signature applications to facilitate client document execution. Manage co-counsel relationships.
Reporting
Generate custom reports quickly and easily across any tables within the database. Organize reports into sub groupings by type. Schedule and automate reports. Export and transmit reports in various commonly used formats via email or other methods such as file transfer protocol (FTP).
Third Party Integrations
Integrate with any third-party software applications using API, web posts, bulk data loading, or other feeds, such as communication platforms (telephony, text, email, chat), digital signature technology, marketing platforms, banks, legal tools, vendors and more.
Zach Fritz, Chief Operating Officer
Elevant Legal LLC
Elevant Tech LLC helped us get on top of our game. We thought we knew everything until we invited the Elevant team to evaluate our medical records review process and build a platform for us. Since installing it in January of 2018, our productivity has soared, our costs have dropped, and processing time has been dramatically reduced. Without our platform from Elevant Tech LLC it would be impossible to achieve the growth we are experiencing in sales and earnings.
Ready to get started?
Get Started - Six Easy Steps
Initial Consultation
Explore and identify all existing processes.Creating a Blueprint
Step-by-step documentation of each existing process.Installation
Cloud-based app allows turnkey deployment decreasing cost.Staff Training
Provided in group and individual sessions as needed.Ongoing Support
Ongoing technical support from our client services and IT team’s.Maintenance
Regular updates and maintenance are included monthly