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Average Ratings 0 Ratings
Description
CSC Matter Management provides a comprehensive solution to address all your matter management requirements. Streamline your operations and minimize expenses with our all-in-one platform, which caters to various areas, including contracts, litigation, garnishments, intellectual property, claims, and real estate. Forget about worrying over seat license fees, as our solution can be customized for secure collaboration among in-house teams, external counsel, internal business stakeholders, and other relevant parties, all without incurring additional costs. Effectively share information, manage documents, and delegate tasks within a safe, real-time electronic workspace. Access rights are meticulously controlled based on permissions, ensuring individuals can view the data and documents pertinent to their roles while safeguarding other sensitive information. Our solution eliminates the need for costly software installations, regular updates, or IT support, making it accessible to an unlimited number of authorized users through role-specific permissions. By utilizing CSC Matter Management, organizations can efficiently enhance productivity and collaboration while maintaining strict security protocols.
Description
Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.
API Access
Has API
API Access
Has API
Integrations
Solitics
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Corporation Service Company
Founded
1899
Website
www.cscglobal.com
Vendor Details
Company Name
Finosoft
Website
www.finosoft.com
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management