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Description
Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.
Description
DirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape.
API Access
Has API
API Access
Has API
Integrations
Box
Clio
Rocket Matter
Pricing Details
$32 per user per month
Free Trial
Free Version
Pricing Details
$49 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
Client Hub
Founded
2017
Country
United States
Website
clienthub.app
Vendor Details
Company Name
DirectLaw
Founded
2014
Country
United States
Website
www.directlaw.com
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting