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Description
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.
The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules.
Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process.
Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.
Description
Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.
API Access
Has API
API Access
Has API
Integrations
Betty Blocks
Cleardox
DocsCorp
Fliplet
Gmail
Google Workspace
Kira
LexisNexis InterAction
Microsoft 365
Microsoft Excel
Integrations
Betty Blocks
Cleardox
DocsCorp
Fliplet
Gmail
Google Workspace
Kira
LexisNexis InterAction
Microsoft 365
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$18.00/month/user
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
Docupace
Founded
2002
Country
United States
Website
www.docupace.com
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
www.highq.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview