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Description
Archivar is a specialized case-management and AI intake platform tailored for the legal industry.
This innovative solution assists law firms in overseeing communications with potential clients from the initial phone interaction through scheduling consultations and following up on intake.
The features offered by Archivar include:
- AI-driven phone answering
- Management of missed calls
- Intake services during non-business hours
- Conversations in both English and Spanish
- Collection of information from prospective clients
- Workflows for lead qualification
- Scheduling of consultations
- Summaries of calls
- Maintenance of intake records
- Case-management process workflows
By streamlining the intake experience, Archivar enables law firms to minimize redundant administrative tasks for their attorneys and support teams.
Instead of replacing the critical judgment of attorneys, Archivar enhances the operational aspects of the client experience, ensuring firms effectively gather information and guide qualified prospective clients to the next appropriate action.
Ultimately, this platform not only improves efficiency but also promotes a more organized approach to client management within the legal sector.
Description
This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$84/month
Free Trial
Free Version
Pricing Details
$99.95 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Archivar
Founded
2026
Country
United States
Website
archivar.ai
Vendor Details
Company Name
BlumbergExcelsior
Website
www.blumberg.com
Product Features
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
