Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Greenboard is an innovative, cloud-based platform that harnesses AI to serve as a comprehensive operating system for regulatory compliance tailored to the requirements of financial firms governed by the SEC and FINRA. By merging various often-disparate tools into a cohesive dashboard, it efficiently manages essential functions such as archiving, supervision of communications, compliance workflows at both the firm and employee levels, vendor compliance, marketing content assessments, trade testing, and meticulous record-keeping that is audit-ready. Utilizing its proprietary “Greenboard Go” AI engine, which seamlessly integrates with all data within the firm, it proactively identifies risks, highlights compliance discrepancies, and aids in maintaining uniform internal policies. The platform's user interface and underlying architecture prioritize both usability and security, incorporating role-based access controls, robust data infrastructure, and adherence to SOC2-Type 2 standards to protect data privacy and ensure compliance with regulatory requirements. Furthermore, this comprehensive approach not only streamlines operations but also fortifies the organization’s defenses against potential compliance violations.

Description

OneAdvanced Legal delivers an integrated legal software solution built specifically for UK and Irish law firms. It provides a cost-effective, cloud-based portfolio that simplifies practice management while enhancing productivity. Firms can manage cases, finances, compliance, and documents from a single, unified platform. The software is trusted by the majority of the UK’s top law firms, reflecting its reliability and sector expertise. OneAdvanced Legal embeds compliance and security into everyday workflows, helping firms manage risk with confidence. Optional AI capabilities enable smarter automation while maintaining strict data governance. Role-based tools support everyone in the firm, from partners and fee earners to finance, compliance, and IT teams. The platform enables flexible working with secure access from any device. UK-hosted infrastructure and local support ensure safety, performance, and trust. OneAdvanced Legal empowers firms to grow, adapt, and deliver better client outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

InfoTrack
Microsoft 365
Microsoft OneDrive

Integrations

InfoTrack
Microsoft 365
Microsoft OneDrive

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Greenboard

Founded

2023

Country

United States

Website

www.greenboard.com

Vendor Details

Company Name

OneAdvanced

Founded

2008

Country

United Kingdom

Website

www.oneadvanced.com/software-by-sector/legal/

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Alternatives

Alternatives

Clio Reviews

Clio

Themis Solutions
Tikit Reviews

Tikit

Advanced