We will re-create electronic versions of all of your forms and build workflows for you.

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  Streamline your client intake process - Cut down time wasted on pushing around paper, take it online and make the onboarding process simple and easy for your clients.

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  e-Signatures - More secure than paper, documents can be signed anywhere from any device and sent instantly on completion. No more overnighting, faxing, emailing or waiting.

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  Enhanced Security & Integration - Lobbie’s Integration Manager integrates seamlessly and securely with leading practice management systems, your CRM, etc.

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  Create rules to send cases to the right person - Our flexible workflows enable an authorized person in your firm to see only a client's specific data, notifications, communications and forms.

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  Client Screening for when conditions met - Use our workflows to screen potential clients and route them to the appropriate response, forms, schedule, or person.

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Lobbie allows you to spend more time on cases and less time managing forms and registration.