By practice area: Family
Sensitive matters, kept to the people on them
A family matter is walled from everyone outside it, and the client sees how it stands in words they understand.
What it gives you
Family, in Docavra
Each links the product page that says it in full, marked as in the product today or still being built.
Walls
A walled matter absent from every list, search and report for everyone outside it.
How it worksUpdates in the client's words
Case updates published to the portal, with the internal stage never shown.
How it worksFacts gathered once
A questionnaire the client answers over more than one sitting, reviewed before anything on the record changes.
How it works
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.