How many team members need access to your case management system? * Just me (solo practitioner) 2-5 team members 6-10 team members 11-20 team members More than 20 team members

Which client management challenges do you face? (Select all that apply) * Tracking client communications Managing client documents securely Billing and time tracking Client portal for updates Conflict checking and intake

How do you currently manage case documents? * Email attachments and local folders Basic cloud storage (Dropbox Google Drive) Another case management system Paper files with digital backups No organized system yet

Which automated workflows would save you the most time? * Automated client intake forms Document assembly from templates Deadline and calendar reminders Task assignments to team members Automated status updates to clients

How important are integrations with other legal tools? * Critical - must integrate with existing systems Important - would prefer integrations Nice to have but not essential Not sure what integrations I need Prefer an all-in-one solution

What reports would help you manage your practice better? * Case status and progress reports Billing and financial analytics Team productivity metrics Client satisfaction tracking Compliance and audit reports

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