[blindLaw] Client Management Software

[Sanho Steele-Louchart]

Good morning, 

The only commercial platforms with which I have experience are Clio and LegalServer. Both are now accessible, though the latter is only used by non'Profits. 

Warmth, 
Sanho 

> On Mar 23, 2024, at 11:43 AM, Craig Borne via BlindLaw <blindlaw at nfbnet.org> wrote:
> 
> Good morning,
> I have a quick question for those attorneys who are solo practitioners or have very small firms. I am in a state planning attorney and am trying to crawl into the 21st-century. I see many post on Facebook and other outlets regarding client management systems or  CRMs. I currently use decision vault as my intake portal. This has been nearly 100% accessible. It allows me to have a client create their own online portal for filling out the intake questionnaire and to upload and download documents as needed. I wish it was a little more versatile and that it would allow for electronic signing of engagement letters and that it could integrate with West laws Lipman's estate planning, which I use.
> However, the use of a CRM would really assist in managing client files, client emails, possibly integrating payments or invoicing and that electronic documents signing mentioned above. By the way, I use LawPay as a payment platform for clients and Calendly as my scheduling platform.
> I guess I would really like to find some type of client management software that could integrate successfully with  what I am currently using (I. E., Decision vault, Calendly, and LawPay, as well as West law if possible).
> I've heard of platforms like Cleo Grow, Lawmattics, Lawcus, My Case, etc., But I can't find any information on the Internet regarding their accessibility with screen reading software such as JAWS.
> Anyone that has any personal experience and would be willing to share, I would really appreciate it. I don't want to reinvent the wheel and go through a half dozen demos if it's not necessary.
> Thank you very much!
> Craig
> 
> 
> 
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