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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 ClientRock?

In 2020, your company restructured its operations to align with the changing demands of clients who expect a seamless experience similar to using their iPhone and a predictable service like their Netflix subscriptions. ClientRock equips your firm with essential tools to deliver an outstanding client experience, fostering long-term recommendations for your services. The initial intake process presents a critical chance to establish a positive first impression, so it’s crucial to keep this phase straightforward. By leveraging ClientRock, you can effortlessly schedule appointments, gather necessary client information, process payment details, and obtain signed fee agreements through an efficient and customizable workflow. While arranging consultations is vital, what happens afterward is just as important. With a single click, ClientRock seamlessly converts these consultations into formal engagements, removing the burden of following up with clients to finalize fee agreements, as the system automatically dispatches reminders for you. This allows you to devote your attention solely to delivering exceptional legal services while alleviating concerns about administrative tasks. Additionally, by streamlining these processes, your firm can enhance its overall efficiency and client satisfaction.

Media

Media

Integrations Supported

Integrations Supported

8am LawPay
Back Office Betties
Chat Agents
Clio
Google Workspace
Microsoft 365
Microsoft Outlook
PracticePanther Law Practice Software

API Availability

API Availability

Pricing Information

$99.95 one-time payment

Pricing Information

$75 per month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / 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

ClientRock

Date Founded

2017

Company Location

United States

Company Website

clientrock.com

Categories and Features

Legal Case Management

Calendar Management
Case Notes
Client Management
Conflict Management
Records Management

Legal Intake

Not specified

Categories and Features

Legal Case Management

Not specified

Legal Intake

Not specified

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