Audience
Businesses searching for an intake and case management software
About FLIP
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).
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Key Features & Benefits
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• Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a
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The software features include contact management, SMS messaging, calendaring, notifications, time tracking, task management, invoicing, document automation, form filling, cloud storage, branded client portal, online payments, and customizable case types and workflows. New features and enhancements are added each month.
With Lolly Law and ReForm, you can work with clients anywhere to quickly gather information from intakes, questionnaires, and online PDF forms. ReForm lets you and your clients work in a live document
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Pricing
Starting Price:
$99.95 one-time payment
Integrations
No integrations listed.
Company Information
BlumbergExcelsior
www.blumberg.com
Videos and Screen Captures
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Product Details
Platforms Supported
Windows
Support
Phone Support
Online
FLIP Product Features
Legal Case Management
Calendar Management
Case Notes
Client Management
Conflict Management
Records Management
Billing Management
Communication Tracking
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Task Management
Time Tracking
Trust Accounting
