The operating system for the plaintiff firm
Solutions · Settlement

Liens resolved and every dollar shown to the client.

Payoffs calculated and negotiated, the settlement worked out live with fees and costs in view, and the release signed and stored on the matter.

Where the hours go

What this stage costs a firm today.

  • Lien negotiations stall on manual math.

  • Settlement memos are scattered across drives.

  • Clients call to ask where their money is.

How Omnis carries it

Settlement, carried by three products on one record.

CasePro CRM, recorded on the running product
  1. Step 1: Liens

    Payoff calculations and lien negotiations run automatically, for a faster resolution without the back-and-forth.

    CasePro CRMOpen CasePro CRM
  2. Step 2: The settlement

    A live settlement engine and a 24/7 client portal keep fees, costs and status transparent.

    CasePro CRMOpen CasePro CRM
  3. Step 3: The release

    Tamper-proof signatures with a complete audit trail, synced to the CasePro record in real time.

    OmnisProofOpen OmnisProof
  4. Step 4: The client, kept informed

    Matter-centric, privileged threads with the client and co-counsel, tied to the right case.

    MatterChatOpen MatterChat

Before and after

The same work, without the busywork.

  • TodayPayoffs worked out by hand

    With OmnisCalculated from the liens on the matter

  • TodayA memo in someone's drive

    With OmnisOne live settlement view, fees and costs included

  • TodayStatus calls to the front desk

    With OmnisA client portal that answers them

From the product pages

67%
faster resolution
CasePro CRM
91%
fewer status calls
CasePro CRM
100%
audit-ready
OmnisProof

Next step

Start with settlement.

Omnis is in early access. Add your firm to the list and we will be in touch — or talk to us now.