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פרטים

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תכונות עיקריות של CMIForge

• Import Support
  You can start small and import existing client and matter data when you're ready.
• Conflict Checks
  You can search for conflicts and review related parties before opening a matter to reduce risk.
• Easy Form Creation
  You can build and update intake forms and workflows without rebuilding the entire database each time.
• Approval Management
  Submissions go through review, routing, and approval steps with clear tracking and outcomes.
• Workflow Automation
  Submissions automatically move through workflow queues, approvals, and status updates.
• Flexible Integration
  Supports Microsoft Entra login for secure access, with separate login for demo sites.
• Unified Intake Platform
  CMIForge replaces many different tools with one platform to manage client intake, forms, approvals, conflicts, and related records in one place.
• Focus on Intake and Conflicts
  Designed specifically for intake, conflicts, approvals, and operational records, not full practice management.

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תגים

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אלטרנטיבות ל-CMIForge

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