Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.
Description
Affinity stands as the premier legal software solution designed to enhance productivity and foster growth for mid-tier law firms throughout the Pacific Region and beyond. Each day, legal practitioners depend on Affinity to navigate the complexities of providing top-notch client service amidst evolving customer expectations and requirements. The versatile capabilities of Affinity are applicable throughout the entire firm, making it an essential tool for various legal operations. Discover how you can elevate productivity, enhance profitability, and increase client satisfaction across your organization. Access exceptional legal research resources online or initiate your research directly from your matter. Effortlessly link articles and content to specific matters for quick reference. Keep your internal research library organized within Affinity, consolidating all resources into a single platform. Monitor the status of progress, documents, contacts, and financials seamlessly. Utilize DataForms to update case facts and significant dates, while also managing time recording, transaction processing, and billing efficiently. With Affinity, your practice can streamline its operations and improve overall effectiveness.
API Access
Has API
No
API Access
Has API
No
Integrations
EzeScan
No
Juris
No
Lexis Advance Quicklaw
No
Lexis Omni
No
Lexis PSL
No
LexisNexis Prospect Portfolio
No
Softlog.print
No
eCitation
No
Integrations
EzeScan
Yes
Juris
Yes
Lexis Advance Quicklaw
Yes
Lexis Omni
Yes
Lexis PSL
Yes
LexisNexis Prospect Portfolio
Yes
Softlog.print
Yes
eCitation
Yes
Pricing Details
$29 per user month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.bluesquaretoolkit.com
Vendor Details
Company Name
LexisNexis
Founded
1970
Country
United States
Website
www.lexisnexis.com.au
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes