ProperFile

ProperFile is a software solution specifically designed for lawyers and law firms of all sizes. According to the vendor, it offers a range of features to streamline operations, improve client communication, and enhance productivity. With its versatile functionality, ProperFile caters to the needs of legal professionals in various practice areas, including lawyers, attorneys, law firms, and other legal services. The product aims to meet the specific requirements of solo practitioners as well as large law firms.

Key Features

Time & Expense Tracking: According to the vendor, ProperFile allows users to accurately track the time and expenses spent on each case, ensuring precise billing with the option to set standard or custom hourly rates.

Electronic Signatures: ProperFile simplifies the process of collecting client signatures by using its Document Templates script or by uploading a PDF file. The software supports placeholders for clients to fill in required information. Once a document is signed, an email notification with a copy of the document is sent to both the user and the client.

Custom Fields: ProperFile offers the flexibility to create custom fields that gather additional information from clients beyond what's available in their portal. These fields can be customized for different case types, ensuring flexibility and efficiency.

Client Intake: ProperFile simplifies the process of gathering client information by providing customizable client intake forms. These forms can be easily customized to gather specific information required for each case type. Intake forms can be emailed to clients, freeing up time for other tasks.

Calendaring: ProperFile features an integrated and color-coded calendar that enables users to manage appointments, court hearings, events, and more. Users can also bill for time entries directly from the calendar, streamlining the billing process.

Stats: ProperFile provides users with valuable statistics to help them make informed decisions about their advertising campaigns. Users can track the number of clients retaining their services on a monthly basis, allowing them to allocate their advertising budget wisely.

Case Management: ProperFile enables users to enter case information with ease using predefined fields or customized fields, save important court dates, generate invoices and receipts with a few clicks, and keep everything organized with the built-in calendar.

Accounting: ProperFile allows users to create plan payments, send invoices or receipts in seconds, keep track of accounts receivables, and monitor daily, weekly, or monthly collections.

Lead Management: ProperFile provides tools to track and manage leads, monitor the status and progress of retaining new clients, and stay on top of potential business opportunities.

E-Documents: ProperFile allows users to create documents such as retainer agreements, contracts, and letters from the admin portal. Users can utilize pre-defined placeholders to auto-fill client information, simplifying the document creation process.