TBF DocuLion

Lead · Intake · Orchestrate · New client

From intake to signed retainer.

TBF DocuLion

Lead · Intake · Orchestrate · New client

From intake to signed retainer.

TBF DocuLion connects intake, CRM case creation, and retainer dispatch — so your team moves from first contact to signed client without the detour.

  1. 1

    Intake capture

    Collect client information accurately across every channel.

  2. 2

    CRM case creation

    Build clean, complete cases in CRM from intake data.

  3. 3

    Retainer dispatch

    Generate and send retainers for e-signature in one seamless flow.

  4. 4

    Workflow visibility

    Track progress in real time and keep your team aligned.

Secure. Compliant. Trusted. Your data is protected with enterprise-grade security and role-based access.

DL

TBF DocuLion · The Barnes Firm

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