Additional features you can ask us about include: Case Management, Client Management, Note Management, Step Management, Timesheets, Vacations Requests and Management, Expense Reports and Approvals, Payment Plans, Flags, Appointments and Google Calendar Integrations, Alarms, Permission Control, Email Creator and Sender, Account Tracking, Secure Internal Chat.
Exclusive Features
Increase your bottom line by taking on more cases and working less
Case Types
Define your case types, then start a new case with all the files, forms, questionnaires, emails, and steps you need laid out for you. Continuous updates for steps keeps you on top of things and makes you look good!
Pre-Defined PDFs
Store your frequently used PDFs in a secure global company store. Pre-define where the data comes from —database, questionnaires, forms — and then attach them to cases and have them auto-fill when you need them.
Questionnaires & Forms
Create simple or complex decision trees to pre-qualify and screen clients by anyone in the office. Flag responses and make educated decisions. Forms collect detailed data on clients or cases for discovery.
Major Functionalities
Harmony Legal is chock-full of awesomeness! Here are a few features we think are pretty cool.
Billing with Integrated Payment Plans, and Credit Card Processing
No more convoluted billing procedures. No more trying to match bills with clients. Each client screen has a quick overview of the account billing status as well as quick add, quick payments, last payments, split payments, partial payments, payment plans, and more!
More Awesomeness
Oh Yeah! The features just keep coming...
Timesheets
Track employee time. Track billable tasks. Approve or deny time entries.
Expense Reports
Submit expense reports. Upload or email receipts and they are auto-attached to your request. Attach to a case as a billable. Approve or deny expense requests.
Appointments
Google Calendar Integration for scheduling appointments. Appointments are attached to clients and cases. Flag "no-shows".
Email Creator
Create and send professional emails from within Harmony Legal. Replies are auto-attached to the case.
Latest News
Can you keep up with us? We'll post new stuff here.
- Posted By - Senica Gonzalez
- Date - October 14, 2020
AILA Popup Round Table
Harmony Legal is one of the featured companies in the American Immigration Lawyers Association Technology Roundtable. Join us at 11:45am Pacific Time on
Read More
- Posted By - Senica Gonzalez
- Date - January 10, 2019
ARC Demo Days
Early last year we partnered with American River College (ARC ) to get some awesome paid interns to move Harmony Legal forward through
Read MoreJoin Us & Do Great Things!
We want people like you to join our family. Together we make the world a better place by giving people access to the law and justice.
Pricing
If you have any questions about our pricing or how to start, please contact us. We are super nice! No high-pressure sales people here.
| Standard | |
| Base Price | $79/user |
| Hoppa License | $29/user |
| Billing & Invoicing | $19/user |
| Tasks & Assignments | $29/user |
| Ticklers & Reminders | $39/user |
| Intake Forms | $5/user |
| Tagging System | $15/user |
| Custom Payment Plans | $7/user |
| Chat | $5/user |
| Credit Card Processing | $13/user |
| Email Support | Free |
| Google Calendar Integration | $15/user |
| Cloud File Storage | $5/user + $0.20/GB/Month |
| Enterprise | |
| All Standard Features | Included |
| Dedicated Account Manager | Included |
| Dashboard Charts and Admin Tools | Included |
| Productivity Boards with Weighted Metrics | Included |
| Reporting | Included |
| Multiple Firm Profiles | Additional Cost |
| Call For Pricing | 844-599-0881 |
