Seamless Integration
with Case Management Software.
Effortless support for staying organized and on top of your case.
One of the key features of the RECORD app is its ability to push client information directly into the attorney's case management system. This means that attorneys can access all of their clients' information from the RECORD app, without having to log in to multiple systems or manually transfer data. Here's how it works:
No extra logins.
With the RECORD app, attorneys can access their clients' information using their existing case management software. This means that they don't have to remember additional login information or switch between multiple systems. Everything is accessible from within the case management software that they already use.
Streamline Your Workflow with Client Feed
With RECORD's Client Feed, every action your clients take within the app—updates, additions, deletions—is meticulously logged in a single session. This feed is then pushed as a session object straight into your case management software, manifesting as a detailed note within the case file. This streamlined process ensures that all client-provided information is easily accessible, enhancing efficiency without the need for manual data entry or the need to navigate between multiple systems.
Custom Integration Solutions
We understand the importance of a seamless workflow, which is why our platform is designed to adapt to your needs. If your case management software isn’t currently supported, we’re here to help. Our team is ready to develop a custom integration solution, ensuring RECORD works perfectly with your preferred system. Let us know your requirements, and we’ll take care of the rest.
Free Trial
Discover how RECORD can enhance your legal practice with our simple, transparent pricing. Pay only $99 per client login - with the first 5 clients free for 60 days!