How It Works
Four steps from intake to payment
A streamlined workflow that transforms how your team handles every case.
Submit a Case
Clients submit cases through the branded portal or you create them from the admin dashboard. Upload legal documents and AI automatically extracts defendant names, addresses, court info, and service requirements.
Cases are automatically numbered, tagged, and organized. Skip trace integrations help locate hard-to-find defendants. Workflow rules can auto-assign servers based on coverage area.
Assign & Serve
Assign cases manually or let auto-assignment match servers by coverage area and availability. Field agents use the mobile PWA to navigate optimized routes, log GPS-verified attempts, capture photos, and track their time and mileage.
GPS geo-fencing validates attempts at the correct address. Calendar views show all deadlines. SMS and email notifications keep everyone informed in real time.
Document & Close
Generate court-ready affidavits for all 50 states with digital signatures. Submit filings electronically to supported courts. Request additional documents from clients through the portal.
Evidence reports compile photos, GPS data, and attempt history into professional documents. SLA tracking ensures deadlines are met with automated escalation.
Bill & Collect
Create itemized invoices with configurable rates and tax calculations. Clients view and pay online via Stripe. Overdue reminders are sent automatically. Sync everything to QuickBooks.
Bulk invoicing, AR aging reports, server payroll with mileage reimbursement, and a custom report builder give you full financial visibility.
Ready to streamline your workflow?
See these steps in action with a personalized walkthrough of the platform.
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