Docrio
Helps you create document templates and packets used across your case workflow.
What is the Template Builder?
A group of questions used to qualify a potential Client
What is an Intake Questionnaire?
Used to identify the Matter Plan assigned to a Matter.
What is a Case Type?
Sends text messages to Clients
SMS Application / SMS 360 / SMS Magic
Predefined Email Message that is used to communicate with a Client
What is an Email Template?
Enables users to edit documents and automatically save updated versions to Litify.
What is Docrio One-Click Edit?
Toll used to create / modify Intake qualification questions
What is the Questionnaire Builder?
Collection of Stages and Tasks on a Matter
What is a Matter Plan?
Allows "Click To Dial" and auto opening of Client Party record
What is CTI / Phone Integration?
RingCentral
Vonage
Creates actions based on another action and criteria.
What is Workflow or Process Builder?
Easily bulk upload documents into Docrio, parse and assign them to the necessary record.
What is DocAssign?
Platform to share Intakes with other Law Firms
What is the Litify Referral Network?
Users assigned to work on a Matter.
What is the Matter Team?
Application that can easily add Emails to a Matter.
What is Litify Inbox?
Presents aggregated information to a User
What is a Dashboard?
Users must have this permission set to edit/view documents.
What is the Docrio End User Permission Set?
List of Parties identified on an Intake.
What are Roles?
Group of ad hoc tasks that can be added to a Matter.
What is a Task Set?
Creates documents from a template and stores them with a relationship to a record in Litify
What is Docrio?
Presents information that can be summarized and charted
What is a Report?
Where can a Docrio Admin configure objects, file actions and columns?
What is Docrio Admin Settings?
Presents a list of outbound calls to users.
What is a DICE calling queue?
Predefined group of Users that can be automatically added to a Matter
What is a Default Matter Team?
Send a document to a Client for Signature
What is
DocuSign
Adobe Sign
AssureSign
Hello Sign
Used to store data needed by the firm that is not a natively provided by Litify
What is a Custom Object or Custom Field?