CRM Solution for [Law Firms]

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Create [legal documents] effortlessly

Enhance productivity with seamless document automation and management. Streamline drafting and automate various document types to significantly reduce turnaround times for critical paperwork. Gather essential client information through personalized questionnaires and generate contracts in an instant with just a few clicks.

[Lawyers] can Collaborate & communicate with ease

Fine-tune communication and processes quickly by collaborating with associates, clients, co-counsel, opposing counsel, or anyone involved directly on Thoolie. Track changes, share comments, and store files in one place. With Thoolie’s client portal, easily keep your clients informed and updated on changes and progress – even when not actively collaborating.

[Lawyers] can Collect payments & data

Refine your billing processes with Thoolie’s customizable options and payment integrations. Track, customize, and send bills while collecting payments through AffiniPay, LawPay, GooglePay, PayPal, and more. Effortlessly retrieve client data directly from your portal and gain instant access to crucial information such as your client’s trust funds and available billable hours.

[Lawyers] can Contract & complete

Create contracts for all of your needs with Thoolie’s document automation features, as well as custom contract templates. Once your contract is complete, finalize it by using Thoolie’s Dropbox Sign integration. Send your contracts out for execution, get them e-signed, and store them in one easily accessible place.