Captaloans

Captaloans is a mortgage tracking software for lawyers, paralegals, legal secretaries, brokers, etc. Put simply, it is about cases, documents, time and billing for law firms.

The natural audience is solo practitioners to mid-size firms. They also list Legal and Mortgage, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Captaloans is based in Laguna Niguel, California. Their site is captaloans.com.

Before you commit, look at trust accounting, document automation, and client portals. A short pilot with your real data tells you more than any demo.

If you have worked with Captaloans, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.