Client Intake
BriefCase helps law firms track cases, manage tasks, automate processes, and access clear firm insights, enabling effortless data-driven decision-making.
Automate the onboarding process, document collection, and client qualification, improving compliance and enhancing client satisfaction.
Our unique intake scripts combined with scheduling capabilities increase both client satisfaction and staff productivity, while eliminating common errors.
Get instantly notified about SOL, duplicated and conflicts of interest, ensuring your firm maintains ethical standards and avoids duplications.
Automatically collects all call details, contact information, and store call recordings associated to a case.
Marketing Performance Management
Manage and track all inbound leads through the marketing funnel in one place, allowing you to see which strategies are most effective and where new opportunities lie.
Accurately calculate the return on investment for your advertising campaigns from start to finish, identifying which lead sources deliver the highest value and which are less beneficial, enabling smarter, data-driven decisions.
Customize your intake process to ensure you're engaging with the most desirable clients, tailored to your firm's needs.
Easily generate reports and analyze client demographics to understand the effectiveness of your advertising campaigns and lead generation, helping you focus on what drives success.
Get a clear, comprehensive view of all schedules. Firm owners can monitor staff activities easily, while paralegals can check attorney availability, with customizable views for individual or team calendars.
Our Trusted Partners
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Frequently Asked Questions
Everything you need to know about BriefCase and how it can transform your business.