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Description
Horatio Helper serves a diverse range of professionals, including freelancers, consultants, sales teams, attorneys, and accountants, by providing a platform to effectively monitor customer interactions. The service allows for an unlimited number of users, clients, and projects without any cost. Sign up today to experience a fully functional Enterprise CRM and Billing System in just a few minutes. Each month, you can enjoy your first 1,000 Memos, which encompass timeslips, invoices, and statements, at no charge. The platform is compatible with all smartphones, tablets, and desktop computers, accommodating various billing methods such as hourly rates, fixed fees, or contingency payments. Generate statements and accounting reports swiftly, and manage an unlimited number of teams with different user roles. This comprehensive business solution is tailored for a range of industries, including law, insurance, sales, programming, and consulting. With an online management system designed specifically for attorneys, you can practice law seamlessly in the cloud, creating timeslips, advance costs, invoices, and statements while securely storing documents online. Access your information from any device, including smartphones, tablets, Windows PCs, or Macs, with plans starting at just $35 monthly. Plus, the user-friendly interface ensures that you can set up and start managing your business efficiently right from the start.
Description
Paper Tracker stands out as one of the most sophisticated tools available for process servers in today's market. With the capability to operate from any location with internet access, it eliminates the need for specialized hardware and is compatible with Windows, Mac, and Linux through browsers like Chrome, IE, and Firefox, making it an excellent choice for businesses with remote employees or multiple branches. Users can efficiently monitor and create invoices, service proofs, field sheets, and billing statements for outstanding balances while organizing statements by case number, managing accounts receivable and payable, and maintaining a check register. Additionally, the Client Web Portal significantly cuts down on office calls by allowing clients to check the real-time status of their jobs, print returns, invoices, and statements, and access any documents that have been made visible to them. The mobile application enhances functionality by providing servers with routing directions for their assigned tasks, enabling them to record service attempts and details, and facilitating the upload of GPS timestamped photos linked to each job. This combination of features not only streamlines the workflow for process servers but also improves client communication and transparency.
API Access
Has API
API Access
Has API
Integrations
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise
Pricing Details
$39 per month
Free Trial
Free Version
Pricing Details
$50 per month
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
Notae Systems
Founded
2011
Country
United States
Website
www.notaesystems.com
Vendor Details
Company Name
Caffeine Code Inc.
Founded
2016
Country
United States
Website
www.papertracker.biz/process-server-software
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking