LeadTrac provides Attorneys and Law Firms with a customizable, seamlessly integrated CRM and Case Management system that serves as a centralized platform for all aspects of the legal process.
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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.
Give us a call (714) 459-5815
Get your Free quote today!
Ready to simplify your case management and focus on your clients? Contact us for a free demo of our user-friendly and customizable case management system today.
At National Data Systems, we specialize in providing Law Firms with customized Legal Case Management software and CRM solutions. Our suite of comprehensive Legal Software Solutions enables Attorneys to effectively manage Client Intake, foster Client Relationships, and increase their success rate in winning cases across various areas of expertise, such as Personal Injury Law, Bankruptcy, Mass Tort, and more. Our Case Management solutions are specifically designed to help Law Firms streamline their data management, financial operations, and client communication, enabling them to optimize their overall productivity and success.
Optimize
Our 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
We offer specialized services to help law firms efficiently manage their client intake process and scale their operations. Our solutions optimize resource allocation and streamline the intake process, enabling law firms to handle more clients with ease and profitability.
Connect
Our solutions help law firms improve client communication with email, SMS text, telephony solutions and more ...
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.
Law Firms trust us with their data, financial
transactions and client communication.
Lead & Case management
Streamline your organization with LeadTrac, increase transparency, and ensure data security. Store all leads, client info, case details, and documents in a single, online platform.
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.
Appointment & Tasks
Stay organized and on top of your schedule by scheduling appointments or tasks with reminders and receiving notifications for upcoming events.
Agreements, eSignatures and Document management
Easily create retainers, obtain electronic signatures, store and organize case-related materials, including documents, images, medical records, statements, police reports, and insurance information.
Process Automation & Workflows
Track client and case progress and milestones effortlessly with workflows. Connect them to tasks and client communication for a seamless case management process.
Notes, Logs, Time and Expenses
Easily record time and expenses with descriptive notes and generate reports based on client and case information.
JM - Business Consultant
“As a business consultant, I help my clients improve their lead management, sales processes, workflow and reporting, which results in more enrollments and increased revenue. LeadTrac is the software system that I recommend to my clients."
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
Phone: (714) 459-5815
Email: sales@nationaldatasys.com
Address: 15941 Red Hill Ave, Tustin, CA 92782
