CounselKit Enterprise

CounselKit Enterprise was built to provide end-to-end functionality for the largest bankruptcy firms in the country. With over ten years of development, CounselKit Enterprise is the most comprehensive bankruptcy CMS. Onboarding onto CounselKit enterprise involves a full data migration.

Leads

Campaign tracking, lead workflow, tasks, reporting, auto-generated quotes, bankruptcy history search, custom web-forms, automated reminders, and more.

Sales

Contact management, reports, communication integrations, sales scripts, sales templates, and more.

Client Portal

Client communication, document preparation, document collection, billing, signature collection, and more.

Billing

Collect Payments, specify service fees, specify automatic payment plans for clients, send reminders for payments, IOLTA accounting, and more.

Communications

SMS, fax, snail mail, email, phone, PDF Generation, custom and standard templates, contacts database, and more.

Cases

Case organization, docket reports, claims, document viewing, freelook organization, and more.

Checklists

Workflow/pipeline tools, automated transitions, triggered tasks, and more.

Time Tracking

SMS, fax, snail mail, email, phone, PDF Generation, custom and standard templates, contacts database, and more.

Calendar

Case organization, docket reports, claims, document viewing, freelook organization, and more.

Introducing

CounselKit Apps

Our cloud-native applications are the building blocks you can use to perfect your practice. Each isolated application connects to give you a seamless experience. Powerful external integrations allow you to plug our applications into your existing workflows. The potential is limitless.

Credit App

Import credit reports
Save with low costs
Store and organize reports
Connect credit data

Intel App

Analyze bankruptcy market trends
Track filing performance
Compare filing metrics

Case App

Import all of your cases in minutes
Organize PACER documents and filings
Manage court notices
Automate complex tasks

Task App

Manual task creation
Automated task completion
Seamlessly integrated with other apps
Externally integrated with thousands
of apps through Zapier

Cases perfectly organized.

Organize all of your cases. Explore claims, filings, and docket reports without leaving the app. Everything is cached to lower your PACER bill. Integrate with Google Drive, Dropbox, or Onebox to save documents on your own cloud.

Notifications perfectly delivered.

Receive, download, parse, and format freelooks in our cases app. Connect notifications to products like CounselKit email, Gmail, Google Sheets, Microsoft Office, Slack or SMS.

Freelooks perfectly tasked.

Track freelook acknowledgement across the organization. Create and task the next steps. Integrate your tasks with Jira, Trello, Google Tasks, or Microsoft.

Tasks perfectly automated.

Automate routines and complex tasks with smart automation. Build custom tasks to streamline existing workflows. Integrate with your CMS to seamlessly trigger tasks.

Tasks perfectly integrated.

Our Zapier integrations allow you to bring our data to your systems. Connect our events with any of Zapier's thousands of applications.