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CRM Features for Attorneys



  • Customizable Dashboard

    Review in a summary the Storage Used, Policy Limit Summary, Patient Invoice Balance, Totals’ by Case Status. Download the activities into reports right off the dashboard into a excel format.

  • Client Contact Information

    Easily view your clients contact information. You may also add more fields to the contact information for you to view.

  • Text messaging center

    Communication between attorney and the client is one of the most problematic issues in a case. Through MoveDocs a client or attorney can communicate through texting so the client feels connected and their concerns are quickly addressed.

  • Records archive center

    Attorneys can retrieve previous cases up to six years for a nominal storage fee.

  • File Sharing

    Share your clients file with retained experts or other staff through a secure and easily accessible environment. Your experts or staff will be invited to go online and view the specific documents in your legal space. The system keeps track of what the expert or staff downloaded and when. They can even drop their reports or updates off securely for attorney’s review.

  • Upload Medical Records and Bills

    Documents can be easily uploaded to each client’s secure account through drop and drag, Proprietary Bar Code technology through direct fax, Direct Deposit or email. The attorney has control over how the virtual file cabinet is to be organized and documents named.

  • Breakdown of Case Cost and Worksheet

    View the current bills summary and modify the case expenses right in the built in client worksheet.

  • Case Notes

    Case notes are time stamped and recorded by the person entering the note.

  • Administration Center

    The user friendly interface was greatly designed by attorneys and paralegals. Each office will have an administrator allowing different levels of access for each user. Documents can be downloaded, printed or securely emailed.

  • Record Retrieval Center

    Stop wasting paralegals time with records requests. Simply upload a client’s record release and their providers and with a click of a mouse records requests will be sent. You can even pre-schedule time intervals for automatic requests.