What firms use Spirit for
Each of these is work Spirit has been set up and tested on with real firms: written down once as a Job, and run every time the work arrives.
Legal and process serving
Service requests into ServeManager
Requests emailed by law firms read with every attachment and entered as ServeManager jobs, the way each client firm wants them.
Superior Court affidavits
Form 16B for each way service was made, drafted from the ServeManager job or the filing, in your own five templates.
Small Claims Court affidavits
Form 8A and Form 15B drafted from the ServeManager job or the claim itself, in your own template, as Word and PDF.
Family Court affidavits
Form 6B and Family Responsibility Office affidavits, with the parties, the lawyers and the right boxes ticked, drafted from the ServeManager job.
Accounting
Accounts payable into QuickBooks
Supplier invoices read, checked against your rules and posted as bills in QuickBooks, with the PDF attached and the file put where your team pays from.
Accounts receivable statements
An aging statement for every client, built from QuickBooks on your schedule, reconciled against your job software and filed with each invoice.
Trades and field service
HVAC and refrigeration dispatch
Emailed service calls matched to the customer, the site and the equipment, with a recommended technician and a drafted booking your dispatcher confirms.
See it on your own documents.
Send us a few real examples and we will show you the finished work, not a slide.