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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A comprehensive application designed for attorneys and legal professionals to manage their day-to-day tasks in a smart and efficient manner. It systematically organizes case-related information along with chronological proceedings, ensuring all details are readily accessible. The platform offers in-depth misreports that aid in the strategic planning and analysis of legal practice. Additionally, it includes features for maintaining client and document registers, integrates mail merge capabilities, and manages fees and expenses, along with billing and receipt tracking. The system also facilitates email and SMS notifications to both clients and advocates, while providing detailed data management tailored for junior advocates. This all-encompassing legal practice management application supports data import and export functionalities, enhancing overall workflow efficiency. With its user-friendly interface, it streamlines operations, significantly benefiting legal professionals.

Description

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gainsight No 
Microsoft Dynamics 365 No 
Salesforce No 

Integrations

Gainsight Yes 
Microsoft Dynamics 365 Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ways Software

Founded

1998

Country

India

Website

myadvoffice.com

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/roinnovation/

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms No 
Records Management Yes 
Task Management Yes 
Time Tracking No 
Trust Accounting Yes 

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Alternatives

Alternatives

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ReferenceEdge

Point of Reference
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