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Client/Matter Intake
Using online paperless client/matter intake forms, clients and
matters get approved and entered in a fraction of the time it
takes to process manually.
Check Requests
Online paperless check requests, with attached invoices and
receipts, can get approved and entered in less time and with
less effort.
Intelligent Conflict Checking
Conflict searches are automatically performed from intake forms.
Faster and more comprehensive than the manual searches required
by other systems. No retyping of information necessary.
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Preemptive Conflict Checking
LSSe64 Workflow will preemptively check and expose names from
pending intake forms. It's a conflict checking system that
reports on names that aren't even established in the billing and
case management systems yet.
Custom Routing
Intake forms and check requests can be routed throughout the
office based on your firm's own existing processes.
Event Notification via Email
Alerts users to new workflow requests that require action and
notifies everyone when a new client or matter has been
established.
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