Revolutionary document automation
Comprehensive correspondence and forms are quickly and easily populated with data from your electronic file.
Integrated title services
Seamless integration with our service providers which include First American Title and Fidelity Investments, where users can order closing protection letters and eJackets.
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Powerful efficiency-boosting features
Don’t worry about back-ups, upgrades or content updates again. Our cloud software is constantly and seamlessly backing up your data, which is accessible from any of your workstations or laptops.
Capture pertinent information in special input screens for matter types, including sale and purchase. Use the information to manage matters and generate documents with up-to-date forms and precedents.
Highly sophisticated forms at your fingertips with automatic merging of client and property details. Easysoft’s collection of automated forms are kept up-to-date by our dedicated content team.
Quickly generate pre-populated, customized invoices. Manage your matter and trust accounting with easy-to-use reporting functionality and support for fixed-price invoicing.
Fully integrated with Outlook so you can save emails and attachments directly into a matter. Automated email templates make for fast email generation.
Manage trust funds
A comprehensive trust accounting package that takes the stress out of dealing with trust accounts and controlled monies accounts.
Quickly and easily generate a separate matter for each lot on a subdivision or development without having to re-enter information. Reduce data entry time with recurring matter templates.
Add your own precedents
Access thousands of legally drafted precedents and guides, maintained by over 30 legal authors. Use them to train new employees, delegate work to paralegals and as a reliable source of legal knowledge.
ALTA settlement adjustments
Easy-to-use calculation tools take the error out of producing Statements of Adjustment and ALTA settlement adjustments. Calculators automatically adjust settlement dates and municipality and water rates.