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What is FLIP?

This software acts as a fundamental case management and intake platform that efficiently manages client and matter data, offering swift access and retrieval capabilities. It boasts functionalities such as the ability to print intake labels, generate reports, and utilize a range of forms and labels, thereby ensuring thorough document management. The inclusion of bar code features significantly improves file tracking, simplifying the process of locating and organizing essential documents. Furthermore, it comes with 12 pre-installed FLIP Memos, including options like Documents Enclosed and Transmittal Memorandum, while also allowing users to create CUSTOM MEMOS for regular use. The software adeptly prepares these memos for sending to clients and opposing counsel, streamlining the process of mailing with window envelopes. Users have the option to print memos on standard paper or specially designed FLIP Memo forms to suit their needs. For improved organization, the system provides large file labels that can easily be applied to expandable pockets and wallets, enhancing the storage solution's functionality. These labels can be printed effortlessly using an envelope feeder, ensuring that every file is clearly marked with important information drawn from the client, matter, or opposition database, along with a corresponding bar code for straightforward scanning and retrieval. Overall, this robust system not only streamlines case management but also significantly enhances the workflow for legal practitioners, ensuring that they can operate more efficiently. Its user-friendly interface and versatile features make it an essential resource in the legal field.

What is CleverMemo?

Keep your clients engaged and responsible between sessions with CleverMemo, which offers a platform for distributing exercises, worksheets, tools, and automatic reminders, transforming their intentions into tangible actions. Unlike conventional email, this system provides enhanced organization and efficiency, allowing you to quickly find the necessary information without sifting through numerous messages. By centralizing all client data and communication within a structured framework, you can easily see the overall picture at a glance. Preparing for your sessions now takes less than five minutes, as tracking your clients' progress and ensuring accountability has never been easier. CleverMemo serves as a customizable coaching software that equips your clients for success. With an array of over 200 pre-loaded coaching tools and workflows, you can cut down on lengthy email exchanges, assign resources in an instant, and view client feedback directly in their stream. To elevate your coaching experience, take advantage of the ability to create automated workflows for repetitive tasks, further refining your process. This groundbreaking tool allows you to devote your energy to what truly counts: helping your clients reach their aspirations and achieve their desired outcomes. Additionally, the comprehensive nature of CleverMemo fosters a more collaborative coaching environment, enhancing the relationship between you and your clients as they progress together.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$99.95 one-time payment

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

BlumbergExcelsior

Company Website

www.blumberg.com

Company Facts

Organization Name

CleverMemo

Date Founded

2015

Company Location

Germany

Company Website

www.clevermemo.com/en

Categories and Features

Legal Case Management

Calendar Management
Case Notes
Client Management
Conflict Management
Records Management

Legal Intake

Not specified

Categories and Features

Coaching

Client Management
Goal Setting / Tracking
Progress Tracking

Mentoring

Action Item Tracking
Client Management
Course Management
Goal Management
Progress Tracking

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