Mitratech CaseCloud Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

UniCourt Enterprise API is LegalTech’s only API-first suite that is purpose-built to automate the discovery and delivery of structured state and federal court data and analytics for business development, litigation strategy, docket management, and more. The Enterprise API suite delivers an open ecosystem of innovation for the legal industry and beyond. Unlike legacy APIs, UniCourt utilizes highly sophisticated data normalization essential for powering the next generation of legal analytics, as well as a plug-and-play architecture with sample code, a Python library, and proprietary tools to get your data-driven initiative up and running on day one. The UniCourt Enterprise API enables law firms to weave together external litigation data from trusted sources with internal data on clients and matters, resulting in a distinct advantage in being able to engage new clients and grow existing engagements proactively.

Mitratech HotDocs is a document automation and assembly platform designed to turn frequently used documents and forms into intelligent templates and workflows. The platform helps legal, insurance, financial services, government, and enterprise teams generate accurate documents faster by auto-populating clauses, figures, fields, and jurisdiction-specific rules from existing data sources. Mitratech HotDocs supports centralized template management, batch processing, open API integrations, no-code configuration, version control, clause logic, approval workflows, and desktop or cloud use. Subject matter experts can build and update templates without relying on IT, helping teams reduce duplicate data entry and manual drafting errors. The platform can automate high-volume and complex document sets, including large-scale correspondence, legal documents, forms, questionnaires, and complete document packages.

Giving you end-to-end management of the legal hold process in a defensible, consistent, and reportable manner. Mitratech LegalHold is an intuitive SaaS solution that gives you complete control of every legal hold, so you mitigate litigation risk, cut costs, and improve outcomes. Every organization is obliged to preserve relevant information when it learns of impending litigation or investigation. But traditional approaches to legal holds are difficult, costly, and error-prone, leaving a company open to risk. Relevant data and documents can be scattered among any number of people and systems in multiple departments or locations. That makes hands-on, manual compliance incredibly difficult and costly. Without an automated legal hold solution, staffers struggle to identify custodians and obtain the attestations needed to ensure defensible compliance. LegalHold’s intuitive design simplifies the entire process, maximizing efficiency for both the legal department and custodians.

Legal assistants and paralegals can spend 5-60+ minutes to process a single notice, multiplied by hundreds or thousands of notices per week. Wasted time, human error, delays in processing, siloed information, routing errors, and more. ECFX Notice saves hundreds of hours a week for law firms of all sizes and litigation specialties. Documents stored with your firm’s naming conventions and abbreviations—all customizable according to office, practice group, client, and more. The format, content, and frequency of email notifications is yours to control. PDFs or links to documents in the DMS are included according to attorney preferences. Documents are filed in as many places as you want them, the firm DMS, client share folders, and/or cloud storage. It’s up to you. An intuitive dashboard powered by customizable metrics for monitoring matter, case, client, and timekeeper notification activity.