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Description
Robust security measures are implemented on the AWS cloud infrastructure, utilizing servers and databases located in the United States, along with daily backup protocols to ensure data integrity. The platform offers sophisticated document generation capabilities, featuring an internal editor and the option to import PDF merge forms. Users can create documents and forms that are compatible with e-signature services, including popular options like Adobe E-Sign. Advanced task management tools are available, complete with customizable templates and sub-task functionalities. The system allows for meticulous tracking of income and expenses across various practice areas. Additionally, it provides a client portal that facilitates two-way messaging, file sharing, and other interactive features. A contact manager is included, functioning like a digital Rolodex with tagging capabilities for easy organization. Time-tracking features come with exportable notes for seamless reporting. Internal storage is complemented by integrations with cloud services such as Dropbox and Google Drive. The platform also supports team collaboration with features like productivity tracking, role assignments, and reports that can be exported for review. A comprehensive lead management system is in place, complete with a leads pipeline and customizable stages for user convenience. Users benefit from pre-loaded and formatted SSD and VA merge templates that are maintained by the service. Customizable reports across all practice areas are readily available for user editing. Digital intake forms can be created without limits, incurring no additional costs, and automation tools are provided for SSD appeals and denial processes to enhance operational efficiency. Overall, this platform is designed to streamline various tasks and enhance productivity for its users.
Description
TeleForm is an advanced software solution designed for intelligent data capture, effectively capturing, classifying, and extracting data from paper forms and documents through the use of OCR, ICR, and OMR technologies, ensuring that the information is ready for database export. This innovative tool strives to minimize manual data entry by over 90%, significantly reducing the need for operators to input data manually. With the TeleForm Designer, users can easily craft visually appealing form templates utilizing a user-friendly drag-and-drop interface, which enhances recognition accuracy by the Reader module. The software also automates the generation and distribution of pre-filled personalized forms, seamlessly integrating data from existing databases for both print and electronic delivery. By supporting high-speed document scanners, TeleForm optimizes form capture in both non-batch and batch-mode workflows, thereby boosting overall efficiency. In instances where human verification is necessary, the Verifier module presents images of fields requiring review, allowing operators to confirm correct entries or rectify any misinterpretations. Overall, TeleForm streamlines the data capture process, leading to improved productivity and accuracy within organizations.
API Access
Has API
No
API Access
Has API
No
Integrations
Quilia
No
Pricing Details
$69.99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$7250.00/one-time
TeleForm is available in three versions: Desktop Workgroup & Enterprise.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
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
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DibCase Software
Founded
2017
Country
United States
Website
www.dibcase.com
Vendor Details
Company Name
ePartner Consulting
Founded
2004
Country
United Kingdom
Website
www.epc.co.uk/products/opentext/teleform
Product Features
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
