Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
Nasdaq BoardvantageThe board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.
-
JotformTrusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
-
iBabsEffortlessly streamline your meetings with iBabs. This powerful app eliminates paperwork, simplifies decision-making, and enhances efficiency. With iBabs, you gain complete control and a comprehensive overview of all meeting details, making it easier to organize and attend meetings. Trusted by 3,000 organizations and over 300,000 users, iBabs ensures secure and automatic management on any device. Years of experience refining board meeting processes means you can make confident, informed decisions every time.
-
Adobe AcrobatAdobe Acrobat is an all-in-one PDF productivity and e-signature platform and one of the leading enterprise document platforms that scales for global teams — designed to simplify document creation, editing, collaboration, and protection. Users can edit text and images directly within PDFs, reorganize pages, and compare file versions to quickly identify changes. The software enables fast conversion between PDFs and common file formats such as Microsoft Word, Excel, PowerPoint, and image files. Integrated e-signature capabilities allow businesses to collect legally binding signatures and track responses securely. With Acrobat Studio, Adobe Acrobat expands beyond core PDF and e‑signature tasks into an AI‑powered workspace for document insight, content creation, and collaboration.Acrobat AI Assistant adds intelligent document support by summarizing content, generating insights, and answering contextual questions with cited references. PDF Spaces creates a collaborative workspace where teams can centralize files, comments, and AI-driven guidance. Built-in protection tools safeguard documents with encryption, permissions, and redaction features. Mobile apps such as Acrobat Reader and Adobe Scan ensure access and editing capabilities from anywhere. Designed for individuals, students, and enterprises, Adobe Acrobat helps reduce document processing time and improve overall productivity.
-
MyHub Intranet SoftwareMyHub, a revolutionary cloud-based intranet system that streamlines workflows for businesses, provides a variety of manuals and tools. MyHub is mobile-friendly and allows users to connect with whole teams or just a few members. Projects will run smoothly with MyHub's combination of in-app options for email, social media, as well as the tools necessary to be efficient. Administrators can give their users the ability of managing content, a discussion board, file-cloud-sharing, and many other features.
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
Proton DriveProton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
-
ContractSafeContractSafe is AI-enabled contract management software that actually does what it promises, without the six-month implementation, per-seat charges, or admin overhead that makes most CLM tools their own kind of problem. If you've been through that cycle before (a tool that takes months to deploy, requires a dedicated admin, hides pricing behind a sales call, and still leaves contracts expiring without warning), ContractSafe is the way out. Search is Google-fast across every contract and attachment, including full OCR on scanned PDFs. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content. Smart Search understands your intent rather than requiring exact keywords. None of it needs configuration or a dedicated admin. It works out of the box. Pricing is published publicly. No "contact sales for a quote," no per-seat charges that penalize you for adding users, no implementation fees. Every plan includes unlimited users, automated renewal and key-date alerts, a dedicated Customer Success Manager, and free onboarding assistance. Higher-tier plans add approval workflows, redlining, and built-in e-signature. Security: hosted on AWS, SOC 2 Type II and ISO 27001 certified, HIPAA and GDPR compliant, with data residency options across the US, Canada, EU, and Australia. Most teams are fully operational within hours of signing up. Free trial, no credit card required.
-
8am8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
-
Foxit Document Workflow APIsFoxit delivers a robust set of cloud-native APIs that enable organizations to automate and modernize document-driven workflows at scale. Built on flexible REST architecture, these APIs allow developers to seamlessly create, convert, extract, sign, and display documents within their own applications—improving efficiency while reducing manual processes. The Foxit PDF Services API handles large-scale PDF processing, including conversion, extraction, optimization, and redaction. The Document Generation API streamlines the production of personalized PDFs and DOCX files using dynamic templates and live business data. The Foxit eSign API integrates secure, legally binding eSignature workflows with audit tracking and compliance capabilities. The PDF Embed API provides customizable in-app document viewing with support for annotations, forms, and secure user access. Combined, Foxit APIs give enterprises a secure and scalable platform for digital document automation and workflow transformation.
Description
Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.
Description
PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Xero
Yes
Acuity Scheduling
Yes
Airtable
Yes
ClickUp
Yes
Google Docs
Yes
Google Drive
Yes
Google Forms
Yes
Google Slides
Yes
Jotform
Yes
Looker
Yes
Integrations
Xero
Yes
Acuity Scheduling
No
Airtable
No
ClickUp
No
Google Docs
No
Google Drive
No
Google Forms
No
Google Slides
No
Jotform
No
Looker
No
Pricing Details
$29 per month
Free plan available (5 active contacts, 1 internal user, 3 apps). Starter $29/mo, Professional $99/mo, Advanced $499/mo billed annually ($49 / $139 / $599 monthly). Enterprise from $2,000/mo. Extra apps $5/mo, extra build credits $0.60 each.
Free Trial
No
Free Version
Yes
Pricing Details
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Assembly.com
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
IT BOFFINS LTD
Founded
2020
Country
United Kingdom
Website
www.portald.co.uk
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
No
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
