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CPCP DIRECT: CRM Software for Law Firms

Your clients direct line to you

CP Direct keeps your firm and clients connected — from first intake to final update.

Optimized for Mass Tort and large volume dockets.

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Majority of clients get legal help this way...

1

Slow or Confusing Intake

Manual forms, repetitive questions, and unclear instructions create a frustrating experience for clients.

2

Disconnected Communication

Messages across email, phone, and text get scattered fast. Clients feel ignored or out of the loop.

3

Lack of Visibility

When case details, tasks, and timelines live in silos, it’s nearly impossible to know what needs to happen next.

Discover what modern firms are doing...

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Intake forms but smarter

An effective intake knows how to ask the right questions at your clients own time

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E-Signature by DocuSign

Close loops instantly with trusted, compliant e-signatures

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A branded client experience

Personalizing CP Direct with your firm's logo, theming and copy is how we help you set your firm apart from the rest.

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All the Right Features, Together

Direct Messaging

In-app messaging so your clients feel more connected & informed. They can easily message their legal team in a way that's simple, secure, and convenient. With SMS integration via Kenect.

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Doc Sharing

Clients can send, view, download, or sign documents from any device, anytime — improving response rates and reducing follow-up work.

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Case Index

Showing a live, organized summary of their case(s) and status at a high-level.

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Treatment Notes

Easily track and share a running log of treatments, diagnoses, provider visits, and outcomes.

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Appointment Reminders

Clients no longer ask, "When's my next appointment?" This is a dedicated view for all events.

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Case Study

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A 22-staff firm managing over15,000 cases — CP Direct made it possible🔥 That’s 10x the national caseload average per employee.

Discover our CasePacer Ecosystem

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CasePacer

Case Management Platform | Your case in one place

CasePacer
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CP Direct

Client CRM | Your client's direct line to you

CP Direct
CP hub

CP Hub

File Explorer | Your file. Total Control. Real-time Access

CP Hub
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CP Vantage

Reporting | Your firm’s performance from every angle

CP Vantage

FAQs

How does CP Direct help law firms improve client communication?

 CP Direct is a convenient app that gives clients a secure mobile channel for communication with their legal team. Clients can ask questions, exchange information, upload documents, and complete forms, and the data is instantly attached to their case, reducing administrative burden and increasing the overall client experience. 

How does CP Direct simplify legal intake?

 The lengthy legal intake process can confuse or overwhelm clients before they sign the retainer agreement. CP Direct simplifies this step, allowing clients to share information and complete forms from their mobile (or any) device. The lead team accurately gathers the data and passes it to the next team for qualification and follow-up, without unnecessary delays that can directly result in lost viable clients. 

What messaging features does CP Direct include?

 CP Direct uses secure in-app messaging, e-signatures, and intelligent forms to support direct client communication. Plaintiffs can exchange information and ask questions of their legal team, and all correspondence is assigned to their case to keep communication up to date and organized. 

Can clients upload and access legal documents through CP Direct?

Ensuring the legality of forms and signatures is something that attorneys naturally focus on. CP Direct keeps all paperwork and communication compliant, allowing clients to sign, send, view, and download documents from any device.



Does CP Direct help track medical treatment information?

CP Direct allows clients and legal teams to communicate easily, sharing information and documents seamlessly. Its workflow enables medical treatment information to be uploaded via secure, structured forms. However, CP Direct’s focus is on communication and intake rather than full medical tracking.