Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OxyLegal is a web-based legal management system designed to help legal professionals, law firms, and corporate legal departments automate and centralize daily legal operations. The platform brings together case management, document management, workflow automation, task tracking, calendars, legal billing, payments, client communication, compliance tracking, and reporting in one connected system. Users can manage litigation matters, legal opinions, case transfers, appointments, deadlines, expenses, invoices, contacts, notes, and activity records through a centralized dashboard. Its configurable workflow tools help firms adapt processes to changing rules, procedures, case types, courts, sub-courts, lawyers, and matter requirements. OxyLegal also includes a document customization engine that allows users to create legal forms and documents using familiar tools such as Outlook, Word, and Excel. Documents, emails, and matter-related files can be securely shared, commented on, retrieved, and collaborated on from desktops, iPads, or mobile devices. Automated email capture, SMS alerts, calendar reminders, and audit trails help users stay organized and reduce the risk of missing critical updates. Built-in legal billing, office accounting, finance integration, and analytical reports provide better visibility into financial and operational performance. By unifying legal practice management, document collaboration, matter tracking, and reporting, OxyLegal helps legal teams work more efficiently while maintaining stronger control over client and case information.
Description
Renaissance serves as a comprehensive compliance management system (CMS) designed to streamline the assignment of crucial compliance tasks to broker-dealers and investment advisors alike. The main interface of the Renaissance platform incorporates a user-friendly, icon-based menu that directs users to their most urgent compliance responsibilities. Additionally, our advanced reporting dashboard facilitates the alignment of your compliance goals with broader risk management initiatives. Access permissions can be tailored to reflect your firm's organizational structure, ensuring that appropriate personnel have access to vital information. You can also create, manage, and send targeted emails that correspond with the activity status of your users, with the flexibility to schedule these communications on a daily, weekly, or monthly basis. Furthermore, the system is fully optimized for mobile devices, granting users the ability to connect through any internet-enabled laptop, tablet, or smartphone, thus enhancing accessibility and convenience. This versatility ultimately empowers your team to stay compliant and informed, regardless of their location.
API Access
Has API
API Access
Has API
Integrations
Bootstrap Studio
Ember
Google Chrome
Google Cloud Platform
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft SharePoint
Microsoft Word
Mozilla Firefox
Integrations
Bootstrap Studio
Ember
Google Chrome
Google Cloud Platform
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft SharePoint
Microsoft Word
Mozilla Firefox
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
SunSmart Global
Founded
2004
Country
India
Website
sunsmartglobal.com/oxylegal/
Vendor Details
Company Name
Quest CE
Country
United States
Website
www.questce.com/firm-compliance/
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
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