Case Management Onboarding

Transitioning to a new law practice management platform should empower your operations. Firmly Linked offers a clear path to enhanced productivity and complete control over your data from day one. Keep your case management onboarding simple and intuitive with this practical, user-friendly solution. 

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Frictionless Setup for Your Legal Practice

Transition to Firmly Linked with ease. Our platform perfectly aligns with the daily realities of legal practice. Firmly Linked respects your time and expertise, providing everything a law firm needs and nothing it doesn’t. 

Take back complete control of your workflow and data. Firmly Linked helps you prioritize data sovereignty and self-service, freeing you from reliance on big-tech providers. Our high-performance, browser-based tool eliminates unnecessary clicks and confirms invoice delivery instantly. Work from the courtroom to the home office with total transparency. Sign up, manage billing and control your plan with simple self-service processes.

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Build a secure foundation for growth. Firmly Linked provides a centralized, Amazon Web Services (AWS) hosted repository that unifies case management and billing across your team. Stop struggling with operational slowdowns and start benefiting from predictable, storage-based pricing and integrated support. This allows your firm to scale efficiently without the per-feature costing that typically drains budgets. You can also easily import active case files and existing workflows without requiring external IT support or complex configurations.

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Gain comprehensive control and robust performance to manage your expanding operations. Firmly Linked offers the strategic advantage of streamlined workflows and advanced data management. Unify case management and billing across multiple teams, maintaining total transparency and efficiency. The user-friendly interface eliminates unnecessary clicks, so your team can access data quickly when they need to. Transparent pricing and support provide the freedom to expand confidently, knowing the platform scales with your firm without hidden costs or complex configurations. 

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What Happens During Your Setup?

Getting started with Firmly Linked is as quick and intuitive as signing up for a new online service, such as a Gmail account or another web application. Our streamlined self-service model lets you efficiently establish your practice’s digital foundation, with clear guidance at every step. Integrated ticket-based technical support is readily available to assist, facilitating a smooth, hassle-free setup without time-consuming phone calls or email exchanges.

Unified Intake & Rapid Case Management

Spend Less Time Billing, More Time Doing

Immediate and Secure Data Protection

Unified Intake & Rapid Case Management

Creating a new case in Firmly Linked is a straightforward, guided process. Instead of complex, multi-page forms, you're presented with a clean interface that prompts for only the essential information: client details, matter type, and billing setup. This disciplined approach ensures all necessary data is captured consistently from the start, building a solid foundation for the case without the bloat of non-essential fields. This manual-but-simple process gives you full control and avoids the errors that can occur when automated systems misinterpret data.

  • Gain comprehensive case and client management capabilities, including active case tracking and a secure client document repository.
  • Manage tasks and notes directly within each Matter’s profile to keep your workflow moving.
  • Activate payment processing by linking your existing Stripe account. This enables you to accept credit card and ACH payments for retainers and invoices. With Stripe's reliable infrastructure, you can confidently bill clients and track payments directly within the Firmly Linked ecosystem. With instant card-network verification, you’ll know if a card is declined immediately, no more chasing failed transactions.
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Spend Less Time Billing, More Time Doing

Establish transparent billing workflows that naturally align with daily operations, allowing you to capture every billable hour and expense. The platform simplifies invoice generation for firm billing, services, or expenses. You'll find a pre-populated list of expense and service types, with the flexibility to further customize this list based on your firm's unique needs. Once entered, items are marked as unapproved or pending, awaiting manual approval by an assigned administrator — either one at a time or in efficient batches. You can also:

  • Create invoices for clients regardless of approval status, individually or in batches.
  • Administrators can then email invoices directly to clients, with options for delivery confirmations and copies for internal recordkeeping.
  • From the billing dashboard, you can track the status of every invoice, see what's been paid, what's outstanding, and what's overdue. This clear, at-a-glance view helps you stay on top of your accounts receivable without needing to run complex reports. You can easily identify which clients need a follow-up, ensuring a healthier cash flow for your firm.
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Immediate and Secure Data Protection

Firmly Linked establishes secure, compliant data storage from the moment you begin.

  • Safeguard all sensitive case documents and client data within a reliable framework immediately upon login.
  • Leverage our scalable storage limits, differentiated by plan, to grow your data infrastructure with your practice, without compromising security.
  • Benefit from a platform that prioritizes the confidentiality and availability of your critical legal data, adhering to the highest industry standards.
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A Battle-Tested, Practical Legal Solution

Adopting Firmly Linked means using a tool forged in the demanding environment of a real law firm. We provide an authentic perspective that we demonstrate is effective in active practice every day. Our user-friendly interface gets out of your way so you can focus entirely on practicing law. Its intuitive design means you won’t be overwhelmed by features you don’t need and find everything essential for efficient practice management, right at your fingertips.

Maintain complete autonomy over your information. Import and export your data at any time, and uphold true data sovereignty.

Our client and contact search page offers system-wide search capabilities, enabling instantaneous information retrieval across your entire system.

Access help directly through our integrated ticket-based technical support without unnecessary phone calls or hidden costs. Our streamlined system handles issues efficiently, allowing you to return to your billable work sooner.

Administrative users can add sub-users and assign them customizable permissions. Tailor access levels by role, from managing partners to paralegals. This control enhances security and optimizes workflow so that everyone operates within their designated scope from the start.

Clear, transparent pricing based on a per-user plus storage model. Choose from incremental storage options that perfectly fit your current needs and expand as your firm grows.

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Why Switch to Firmly Linked?

Experience the convenience of an efficient, intuitive system without facing any high-pressure sales tactics or complex enterprise contracts. Firmly Linked is meticulously designed to empower you to take control of your practice management, offering reliability, practicality and user-friendliness at an affordable price. 

Our platform is mobile and desktop-friendly, so you can access your cases, track your time and manage your firm from anywhere. This way, litigation can move quickly, whether you’re in the courtroom, at the office or working remotely. Flexibility helps legal professionals like you to maintain peak productivity and responsiveness, regardless of location.

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Join the Waitlist Today

Join a growing community of legal professionals who have chosen a platform that truly understands their needs and grows with them. Join the waitlist today to see how Firmly Linked can streamline your practice. 

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