Case Management & CRM For Law Firms
The Solutions You've Been Looking For, All in One Place.
LeadTrac Legal is a do-it-all platform that merges Case Management solutions and Powerful CRM technology into one centralized package for your Law Firm. Your job is hard enough, let us help your firm operate at the highest level.
Give us a call (714) 459-5815
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Effortless client and case management: Streamlined intake, information management, and progress tracking.
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Seamless communication: Automated emails, SMS, and video conferencing for efficient client communication.
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Customizable workflows: Tailored workflows to enhance productivity and case management.
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Hassle-free task management: Scheduled tasks and notifications to ensure deadlines are met.
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Comprehensive financial reporting: Billable time tracking, expense tracking, payment plans, and detailed financial reporting for better financial management.
Today, law firms manage many forms of data and it can be challenging to keep it all organized and accessible, while keeping it secure. Our case management software can help.
Optimize
LeadTrac CRM and case management software helps law firms get organized and streamline their business processes while helping to improve accountability and visibility on every lead, client and record.
Scale
Our solutions help law firms scale client intake and manage more clients with less resources. Automation is the name of the game in todays world, don't fall behind the competition.
Connect
We help law firms improve client communication with email, SMS text, telephony solutions and more. It has never been easier to connect with your clients.
Law Firms trust us with their data, financial
transactions and client communication.
Lead & Case management
LeadTrac is the ultimate tool for managing your leads and cases. Our cloud-based platform allows you to store everything in one secure location, eliminating the need for messy spreadsheets and sticky notes. With LeadTrac, you can streamline your organization, improve communication, and increase productivity. Plus, our easy-to-use interface makes it simple to manage everything in one place.
Client Communications: Email, Audio, SMS, & Video Conferencing
An integrated suite of communication tools including email, audio, SMS text, and video conferencing to effectively communicate with clients. Stay connected and collaborate with clients in real-time, regardless of location.
Agreements, eSignatures and Document management
Our software simplifies the process from start to finish, enabling you to easily create retainers, obtain electronic signatures, and store and organize all case-related materials. With our help, you can be sure that you're managing your cases effectively and efficiently, allowing you to focus on achieving the best possible outcomes for your clients.
Process Automation & Workflows
Our CRM Workflows feature takes the hassle out of case management and helps you track client progress and milestones with ease. Our advanced system connects workflows to tasks and client communication, making it easier for you to manage each case efficiently. With our workflows, you can save valuable time and maximize productivity.
Appointment & Tasks
Stay organized and on top of your schedule by scheduling appointments or tasks with reminders and receiving notifications for upcoming events.
Notes, Logs, Time and Expenses
Easily record time and expenses with descriptive notes and generate reports based on client and case information.
If your current case management process and software are not optimized, let's talk!
97%
of companies found that they communicated with consumers more easily and efficiently after launching text messaging.
85%
of customers prefer receiving text messages over a phone call or email.
Contact us for a demo or pricing
15941 Red Hill Ave, Tustin, CA 92782
National Data Systems 2022