Elevate Your Legal Practice
Simplify your legal workflows and enhance client experiences with CloudOffix
Streamline your legal processess
Simplify your legal practice with CloudOffix - the complete set of tools you need in one platform. Easily manage your contacts, tasks, matters, and cases with our intuitive forms. Keep track of billable and non-billable hours worked with our timesheets feature. Enhance collaboration with clients through our secure portal. Run your legal office smoothly and easily!
Contact Management
Capture, organize and assign contact information automatically
Case & Matter Management
Manage cases with up to date information with real time updates from matter timelines. Stay organized by linking relevant tasks, contacts, invoices and documents together
Client Relationship Management
Add and manage clients. Assign clients to relevant attorneys and case managers.
Task Management
Assign tasks to relevant team members
Timesheet Management
Track billable hours spent with each client. Get a view of billable and non-billable hours
Expense Management
Stay on top of expense management.
Calendar Management
Never miss an event whether it be a meeting, court case or a deadline to keep
Activity Management
View all activities on dashboard and plan accordingly
Reporting and Billing
Real-time detailed reporting will ensure you make informed decisions every time. Create billing plans to suit you and receive payments through secure payment gateways.
Contact Management
Transform your legal practice with CloudOffix - the complete set of tools you need to streamline your workflows and reduce costs. Share forms to automatically capture and organize information, and automate tasks to save time. Schedule consultations, accept payments, and identify duplicate clients and conflicts of interest with ease. Retain clients by getting e-signatures to renew agreements online, without the need for in-person meetings or mail/fax communication. CloudOffix makes it easy to manage your legal practice.
Case & Matter Management
Get real-time updates in matter timelines, with consistent up-to-date information.
Create and store documents. Use advanced filters to find the exact information from your records. Link every relevant task, contact, invoice and document to each other and stay organized.
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Client Relationship Management
Add and manage your clients and keep collaboration history from first point of contact. Keep your relationship with your clients strong by staying with them through every step of the legal processes they may be in.
Task Management
Effortlessly manage your tasks and team with CloudOffix - the complete set of tools you need to get things done. Assign tasks to the relevant team members and track their progress to ensure timely completion. Streamline your workflows and increase productivity with CloudOffix.
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Timesheet Management
Maximize your profitability with CloudOffix.
Know exactly how much to charge your clients with our billable and non-billable hours feature. Get a clear view of your billing with CloudOffix and make informed decisions about your pricing.
Expense Management
Elevate your billing accuracy with CloudOffix - the complete set of tools you need to track time and expenses in real time. Set customized rates for your consultations and ensure that you are accurately billing your clients. Streamline your billing process and increase profitability with CloudOffix.
Calendar Management
Activity Management
Stay on top of your tasks and to-do's with CloudOffix.
Our dashboard feature keeps everything visible on one screen, so you can easily see what needs to be done. Streamline your workflow and stay organized with CloudOffix.
Reporting and Billing
Let's work together to create a brighter future!
Fill out the form below to schedule a meeting with one of our consultants. During this one-hour session, you'll learn how CloudOffix can help you drive business growth. Don't wait - request your meeting today!