We identify the office's needs, roles, and data required before activation.
Client and Contact Management for Legal Offices
A unified client record helps the team reach contact details, linked cases, and follow-up context without fragmentation.
What does this feature organize?
A unified client record helps the team reach contact details, linked cases, and follow-up context without fragmentation.
- A clear record of client and contact details.
- Links to related cases, documents, and appointments.
- Organized search and access within team permissions.
From setup to daily use
The instance, identity, permissions, and workflow are configured for the office.
The team uses web and mobile within its permissions, with human review of legal decisions and outputs.
Frequently asked questions
Can several contacts be recorded?
Available fields and relationships depend on the data model; the office's needs can be reviewed during setup.
Can client data support enquiry follow-up?
Reception channels and communication history can be connected within the office configuration, with team control.
Is each office's data separated?
Each office is prepared with its own instance and accounts according to the agreed deployment architecture.
Related features
Content prepared by the OrderTech product team
The OrderTech team describes the platform as it operates. Setup varies by office and required architecture, and the implementation scope is defined in the technical proposal.
OrderTech is an office-management tool. It does not provide legal advice or replace a lawyer's review of drafts and decisions.