eLuminate FAQ

Are you wondering how legal case management software can help your firm? Do you have additional questions about our lead and case management software, eLuminate? You’ve come to the right place! Don’t forget that if you ever need help with eLuminate, or if you just want to learn more about how it can help your firm, you can contact us directly or give us a call at 617.800.0089.

Common Concerns:

Q: Is eLuminate hard to install?

A: Not at all! If you have access to the internet, you have access to eLuminate. No software instillation is necessary.

Q: Will it take a long time to transition to case management software?

Because eLuminate has dozens of features designed to help attorneys become more efficient, migrating to a case management software is much easier than you may believe.

Q: Is eLuminate Secure?

We take security very seriously. eLuminate has multiple layers of security to keep your firm and clients' information safe.

Q: Is there any customer service that comes with eLuminate?

A: You bet! eLuminate, along with our case leads, always comes with our top-notch client services.

Q: How is eLuminate organized?

A: We organize eLuminate by the stages of your case—from a lead, to a signed case, to the additional contacts you need to help your client win his claim. In eLuminate, you can keep track of not only your leads and cases, but also the doctors, family, employers, and any other people necessary for you to win your case. You can also filter through information in eLuminate to find any lead or client information instantly.

Q: I don’t use any third-party lead generation services. Can I still use eLuminate?

A: eLuminate is not just for firms receiving leads online. It can be used as an intake form for leads from all marketing venues—from the customers who call your firm after seeing your TV ad, to those that walk through your firm’s front door. You can also use eLuminate to generate all of your documents and create custom letterheads for your firm.

Q: Can eLuminate be used for other things other than tracking leads?

A: Many of our clients choose to use eLuminate as a calendar and a way to delegate tasks. eLuminate also has a powerful export feature that can quickly generate a list of your current clients and pending cases.

For our clients:

Q: How do I set up my account?

A: Your eLuminate account is easy to set up specifically to suit your needs. You can add users and set permissions once your initial account is created. Give us a call today for a free tutorial on how to create the best eLuminate account for your firm.

Q: How should I use eLuminate in my first 30 days?

A: Your first month of using eLuminate is very important because it allows you to customize the software to best suit your firm's specific needs.

Q: How do I notify that I signed a client in eLuminate?

A: eLuminate is designed to follow your lead all the way until he or she wins the case. When your lead becomes a client, you can convert the lead directly in the software. You can also associate other contacts such as doctors, family, etc., with your newly signed client.

Q: What does “View,” “Matter,” “Contact,” etc. mean?

A: eLuminate uses a variety of terms to help distinguish its separate features and functions. A lead is a potential client, a matter is your pending case, and a contact is anyone or anyplace associated with your case. For more information on what each term means, feel free to get in touch with us and schedule a free tutorial.

Q: How else can I use eLuminate?

A: eLuminate is much more than a way to keep track of your legal leads. You can use features such as our homepage and our calendar to prepare for hearings, monitor employee performance, or schedule meetings and keep track of upcoming appointments. If you wish to track time, our time tracking feature allows you to gather evidence for fee petitions. You can also use eLuminate as an intake form when screening leads from other marketing sources. Some firms find that eLuminate can handle many of the tasks often fielded to a paralegal!