Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
OrionThe Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.
-
Tabs3Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.
-
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.
-
PoloniousPolonious is an ISO27001 investigation management workflow solution designed around 3 key principles: 1 - Security 2 - Process centric 3 - Configuration and flexibility What this means is that Polonious allows you to build workflows to manage your investigations in a way that manages your data and your evidence in a highly secure, ISO27001 certified way; allows you to comply with any regulatory requirements with minimal headache and effort by building workflows which are inherently compliant, and; does so without the need for expensive and time consuming code changes - it's even possible for users to do it themselves via the GUI. With Polonious, you can run detailed reports on case outcomes, timeframes, and finances, and break that down across case types, investigators, and even down to investigation status. So you can prove your value up the chain, but you can also identify any problem areas and improve your efficiency.
-
FAMCare Human ServicesFAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.
-
InterProse ACEInterProse ACE is a modern, cloud-based debt collection software platform built for collection agencies who specialize in consumer or commercial debt, including healthcare, property management, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Heavily configurable and flexible with no one business use case in mind, our debt collection application facilitates account management, secured/unsecured payment plans, client invoicing and reports, legal judgment tracking, data reporting/analytics, and process automation while doing it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. ACE customers enjoy monthly updates/upgrades to the platform, real-time data & document backups, inherited third-party security audit attestations (SOC2Type2, PCI, PENTEST, HIPAA, StarAlliance, etc.), real-time consumer and client portals, open-API connections, among other modern conveniences that let them focus on business.
-
BILLMeet BILL. Your financial operations platform. The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform.
-
TraceEngineThe world's leading authority on case management systems has developed a software dedicated to skip tracing. TraceEngine will make skip tracing faster, easier, and more efficient. It is powered by PoloniousEngine, and benefits from the 20 years of experience with world-class investigation and system delivery software. Cloud-based hosting and security is taken care of and you can be up and running within 10 minutes. Your first 30 days are free. You can get our ongoing support at $165 per month. There are no contracts and you can cancel any time. TraceEngine has powerful features designed specifically for skip tracing, allowing you to manage more cases and generate additional business. You can easily assign cases to investigators using a simple search and select tool. If the details are not in the system, a widget will appear to allow you to add them.
-
Digital WarRoomDWR eDiscovery allows legal professionals to review, process, and produce documents that could be relevant to litigation. Our Software and hosted Subscriptions offers a wide range of document review tools, including AI search, keyword search, keyword highlight, metadata filtering and marking documents. It also has privilege log, redactions and analysis tools to help users better understand their document corpus. These features can all be done by the user themselves, so they can do the standard eDiscovery tasks without consulting. DWR eDiscovery offers subscriptions to both hosted and on-prem eDiscovery. DWR Pro desktop software can be downloaded to your computer or server. DWR Pro costs $1995per concurrent use license/year. Cloud subscriptions are charged per-GB for hosting and there are no hidden fees. The entry-level Single Matter subscription costs $10/GB/Month and has a minimum of $250 per month. Private clouds allow multiple matters and multiple users for no more than $4/GB/month moving quickly to $1/GB/month.
-
XeroSave 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
Description
Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions.
Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.
Description
Modern law offices require effective legal case and practice management software to thrive. To successfully operate a firm, it is essential to find an efficient method for handling an increasing volume of cases. By simplifying case management, you can not only grow your business but also retain your current clients. As your clientele expands, you will never lose sight of vital details again. Automating the association of billable hours with the right clients removes the hassle of time tracking and billing processes. Managing a large influx of paperwork can be overwhelming, especially with time constraints. CaseWizard empowers you to manage up to three times the number of cases while still delivering high-quality service. This software allows you to handle documents that you have created, received, or scanned. Additionally, you can easily sort, filter, and categorize these documents according to specific case requirements. New documents can also be generated using customizable templates, making the process even more efficient. Furthermore, your monthly subscription includes full access to CaseWizard support without any extra costs. This means you can focus on what matters most—providing exceptional legal services to your clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month (Billed annually)
Free Trial
Free Version
Pricing Details
$40 per user per month
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
Case UI
Founded
2020
Country
United States
Website
caseui.com
Vendor Details
Company Name
CaseWizard
Country
United States
Website
www.casewizard.com
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
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