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Description
Matter Manager is a comprehensive matter management solution designed for legal professionals, offering a structured, centralized, and secure method for case tracking that eliminates the need for emails, spreadsheets, and folders, all while focusing on a workflow-oriented platform tailored for law firms that emphasize transparency and efficiency. The software features a cohesive matter dashboard along with an activity timeline, provides secure storage for documents and emails, allows for real-time access and editing, and incorporates sophisticated search capabilities with matter filtering, thereby enhancing operations across litigation, commercial, and advisory domains. Users can seamlessly upload contracts and monitor modifications in real-time, engage in collaboration and negotiations directly within the platform, and utilize templates or AI-driven risk assessment tools for drafting or reviewing contracts. Furthermore, Matter Manager ensures compliance with regulations such as POPIA and FICA, and includes essential features such as built-in approval processes, collaborative workflows, audit trails for tracking, user accountability measures, and integrated AI capabilities for summarization, intelligent time tracking and analysis, document intelligence, and effective knowledge management. By unifying these functions, Matter Manager not only streamlines legal workflows but also empowers law firms to operate more effectively and with greater confidence in their compliance efforts.
Description
Tax Maverick is an innovative platform that utilizes AI technology to enhance tax planning and advisory services for accountants, tax experts, and firms seeking to elevate their offerings beyond mere tax compliance. By integrating advanced AI analysis with organized workflows, it facilitates proposal creation, client management, and comprehensive reporting, all aimed at optimizing clients’ tax savings while enabling firms to scale their advisory capabilities effectively. This multifaceted approach not only streamlines processes but also empowers professionals to deliver higher-value services to their clientele.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Adobe Acrobat Reader
Contract Corridor
Debtcol Pro
Practice Manager Pro
Integrations
Adobe Acrobat Reader
Contract Corridor
Debtcol Pro
Practice Manager Pro
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$297
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
Legal Interact
Founded
1982
Country
South Africa
Website
legalinteract.com/law-firms/medium-to-large-law-firms/matter-manager-3/
Vendor Details
Company Name
Tax Maverick
Founded
2024
Country
Unites States
Website
taxmaverick.ai/
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
