Centralize all firm administration including templating tasks, workflows, and legal teams for streamlined processes.
Manage incoming prospects with quick intake forms and efficiently distribute potential new clients to increase client acquisition.
Efficiently organize, track, and manage all case-related activities and documents within a unified legal case system.
Organize, store, and retrieve case documents including evidence, agreements, contracts, videos, images, and more.
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Accurately track time spent on client cases for billing and generate detailed reports to monitor billable hours.
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Access powerful analytics and custom reporting tools for case and docket activities, including docket management.
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Send and receive emails, use pre-built email templates, and update cases automatically with client email responses.
Track and log every referral sent and received to partner firms to avoid revenue leakage when cases are settled.
Track case expenses, disbursements, and trust account balances accurately to maintain detailed financial records.
Calculate settlements quickly and accurately and generate professional documents to share settlements with clients.
Manage all physical correspondence with a detailed log to track mail and packages and record proof of delivery.
Manage cases in litigation with shareable court docket records, including detailed court information and key contacts.
Send online documents to clients to review and sign, and receive automated notifications once signed.
Create professional documents using customizable templates and export or share as a PDF.
Enhance client communications with bulk email sending tools and SMS texting.
Automate financial data syncing by connecting external financial systems and accounting tools.
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Enhance team collaboration by connecting VoIP, chat, email, calendar, and virtual meeting tools.
Connect intake queues to external sources including website forms, call centers, and email-to-intake.
Track physical mail and packages in real-time with advanced shipment tools for all major mail carriers.
“We’ve successfully reduced our supervising attorney time by 91% managing legal teams and tasks since implementing Bolt Data Legal.”
Yes. Bolt Data Legal is a highly customizable case management solution that can be tailored to the specific needs and requirements of individual law firms.
Yes. It can integrate with virtually any external software your practice is already using such as DocuSign, Intuit Quickbooks, Zoom Meetings, and others.
Yes. The entire solution is accessible on Apple and Android devices through the Salesforce mobile app.
Yes, Bolt Data Legal can facilitate the migration of historical firm data from other software and also from spreadsheets.
Implementation time can vary depending on your firm’s requirements. A typical implementation takes, on average, approximately 12 weeks from kick-off to go-live.