Case Management
- Search Features
- Client Intakes
- Contracts
- Hospitals
- Medical Facilities
- Attorney
- Referrals
- Reporting
CRM Customer Relation Management
- Contact management
- Client Intakes
- Reporting
- Call Tracking
- Document Tracking via Fedex
Document Management
- Document Generation
- Scanning
- Uploading Files
- Notes
Activities
- Reminder Calls
- To-Dos
- Prospects Call
- Reminder Calls