Features

LawTrax Case Management is a workflow based platform segregated into multiple stages based on the case type. It enables end to end management, tracking, assigning, and notifying the right stakeholders.
Every stage is developed with business rules to ensure all the required documents are captured, verified, and reviewed by the Attorney. The platform will alert you of any missing documents before the completion stage. At any stage, the Attorney or the designated paralegal team working on the specific case stage can update the comments and assign them to Company or Beneficiary as the case may be. The inbuilt notification engine will notify the respective stakeholders with the complete details in realtime. The sequential completion of the stages will enable the document generation stage with the most recent USCIS templates for Attorney verification. At this stage, the Attorney reviews the generated documents with complete automation and submits them to USCIS.

Managing customers and interactions at every case stage to gather the required documentation is vital for Case Management. It is where the LawTrax digital platform robustly enables customer and beneficiary data management. An exclusive secured cloud portal equips the customer to manage the company information and initiate cases for beneficiaries with a single click. The entire case initiation process to Attorney assignment is automated and is based on the data provided by the customer (Company/Individual).

While you save time and effort in attending to your existing clients, we also let you focus on acquiring new ones. After all, the time saved, can be put to better use through prospecting. The lead management feature is a built in CRM to help you convert prospects to your customers. LawTrax platform simplifies the process of generating leads and tracking your leads till conversion. Business rules will alert and ensure all respective legal documents are captured from leads before converting them to customers. The platform enables the Attorneys to categorize the leads as Potential or Hot leads and you can assign a dedicated team for further tracking and closure.

LawTrax has a robust Document Management built in to help securely manage all client documents. Documents and Templates are part of the feature and this help reduces files being spread over your network and occupying your office hard disk space. We know it is messy, so we have a cloud based, easily indexable, and searchable Document Management System that you can use. Document management is split into three stages: Document Identification, Document Generation, and Document Delivery needed for the case. Business rules can be configured and embedded in their respective case stages. Documents as per visa type will be generated and can be merged into a single PDF. All the Documents from respective stakeholders representing each case type can be uploaded, edited, assigned, and deleted with a complete audit trail.

LawTrax servers have built-in cloud security. Every client will have their own instance, database and is encrypted when data is in transit as well as at rest. There’s no way that your client’s data is visible to any other. All files, messages, events, and related data are stored safely and securely with the latest security and encryption technologies.

We adhere to all data privacy laws, including California Consumer Privacy Act (CCPA) and PCI compliance. We have implemented digital tokens to authenticate and authorize the access of Users as well as APIs across the platform.

LawTrax platform offers a Single Sign-on feature that allows users with different roles to seamlessly access data. Role-based access can be created for users for the feature and ensure access is granted to the right resource. The ability to assign users to designated groups makes collaboration easier.

We are working on useful integrations you can use with your day to day applications.

LawTrax dashboards are business driven with statuses of all cases in real time. All the stakeholders can take action directly from the dashboard to move the cases to a logical closure. The ability to drill down to the last details right from the dashboard saves you a ton of clicks and time. LawTrax platform offers easy drag and drop of your KPIs that are configurable to display the data visually as charts. With just a click, it will help you with the proper decision making and nudge the respective stakeholders for any delayed activities with the inbuilt notification engine. This feature is enabled for all stakeholders on the platform.

LawTrax has a comprehensive reporting system that will provide detailed information and statistics that will provide insight for crucial decision making to streamline and enhance existing processes, performance, and productivity.

The reporting tool equips you with data and helps you optimize your Attorney operations.

All cases must be submitted in hard copy to the USCIS and to enable effective document management, LawTrax has an inbuilt PDF generator. The PDF generator first identifies the case type and based on the rules for the case type, collates the data required for the case in the USCIS or DoL format and based on the rules and conditions required for the respective Visa type, generates the document, which is ready for submission.

Templates help you reduce time spent on the system and improve productivity. LawTrax helps you customize your email templates to communicate with your customers effectively.

Create your own customizable templates for creating Support letters or Cover letters with data populating automatically from your database, making data entry a breeze.

All notifications to the respective stakeholders can be managed at ease with LawTrax. Users can create templates and choose the notification type, be it Email or Web alerts. Adding static and dynamic content through a simple data selection helps effectively communicate with the stakeholders.

Actionable Notifications will be published in realtime to the stakeholders and a configurable Service Level Agreement can be added to track the progress.