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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
API Access
Has API
Integrations
Quilia
Pricing Details
$69.99 per month
Free Trial
Free Version
Pricing Details
$7250.00/one-time
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
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
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
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
