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Automate More Processes

Let our Technical team helps build Zapier automation or Salesforce Flows

Expert Service Offering

Technical Consulting

Automate More Processes

Build integrations with Zapier | Build out Flows in Salesforce

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“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 25,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.
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Better Together

Let our Technical team helps build Zapier automation or Salesforce Flows

Expert Service Offering

Technical Consulting

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Description

Automate More Processes

Services Offered

Build integrations with Zapier

Build out Flows in Salesforce

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 25,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.
See The Product
Back to Certified Experts

Better Together

Record Retrieval Reinvented

Download Electronic Health Records directly from the providers, without copy service charges.

Expert Service Offering

Record Retrieval Reinvented - Download Electronic Health Records directly from the providers, without copy service charges.

Services Offered:

  • Electronic Health Record (EHR) Download
  • Record Retrieval for Plaintiffs
  • Record Retrieval for Defense Firms
  • New York Record Retrieval for Law Firms
  • State Medical Record Copying Fees

Contact Us

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“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk

Unlock the Full Potential
of Your Firm

We believe new software should be easy to adopt, and it should be exciting and fun to implement because it’s for the benefit of your clients. Start incorporating best practices in client management alongside the other thought leaders and innovators in the industry.

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