HOW IT WORKS

From prospective client intake to case closure, automate and streamline every task along the way.

Quickly intake a new prospective client

Evaluate a new prospective client using quick intake forms and distribute them to the appropriate legal team to accept the case.

Setup a case and assign legal team members

Assign the appropriate legal team members to manage all of the case-related activities, documents, and client communications.

Manage the case throughout litigation

Maintain organized case documentation, court dockets, and outcomes to ensure all legal procedures are followed precisely.

Determine settlements and close the case

Accurately calculate settlements and finalize the case, ensuring all client agreements are clearly communicated and executed.

Measure and report on firm performance

Utilize analytics and reporting tools to evaluate the firm's performance and identify areas for improvement.
SEE IT IN ACTION

Bolt Data Legal in
90 Seconds

FAQ

Common Questions about Bolt Data Legal

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Is the solution customizable?

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.

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Can the solution integrate with other software?

Yes. It can integrate with virtually any external software your practice is already using such as DocuSign, Intuit Quickbooks, Zoom Meetings, and others.

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Can I access cases and documents on mobile?

Yes. The entire solution is accessible on Apple and Android devices through the Salesforce mobile app.

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Can I migrate data from my current case management software?

Yes, Bolt Data Legal can facilitate the migration of historical firm data from other software and also from spreadsheets.

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How long does it take to get up and running?

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.

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Let's achieve your
law firm's full potential.