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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Uncover the most efficient strategies for managing your practice, covering everything from case and client management to document handling, relationship oversight, scheduling, time tracking, invoicing, and financial accounting. Practice Management Software amalgamates all essential functions to deliver a streamlined and user-friendly management environment. It is accessible via the cloud, through Windows/server setups, and as CompleteDATA Hybrid, which offers the advantages of both options. CompleteDATA stands as the ultimate legal software provider you will ever need. Our solution, designed to integrate seamlessly with word processing and email applications, offers a comprehensive approach to overseeing your firm and your clientele. Our dedicated development team consistently enhances our offerings to ensure stability, robustness, and a full array of necessary features. With a complete range of products tailored to fit your firm's size and specialty, we adapt as your business grows. As technology progresses, our solutions will evolve alongside your needs, ensuring you are always equipped with the best tools available. In this ever-changing landscape, having a reliable partner for your practice management is essential for sustained success.

Description

Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Power Automate No 

Integrations

Microsoft 365 Yes 
Microsoft Power Automate Yes 

Pricing Details

$49.00/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CompleteDATA

Website

www.completelaw.com

Vendor Details

Company Name

HubOne

Country

Australia

Website

www.hubone.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search Yes 
Version Control No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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