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ease
features
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support

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Description

Many legal firms operate with a chaotic mix of spreadsheets and various supporting materials scattered across emails, printed documents, or shared drives. PartUs consolidates this information into a structured, easily shareable format. It allows for the rapid creation of standard family law worksheets, such as property division, significantly reducing the time spent on these tasks. You also have the option to invite accountants or other experts to assist in drafting or reviewing the worksheets, all within a unified platform. Additionally, PartUs enables you to electronically link documents directly to specific line items in a worksheet, streamlining the process. To enhance collaboration, clients can also be invited to upload their documents, making it even more efficient. With just a single click, you can share any necessary information, and the opposing counsel will receive access to the worksheet along with a neatly organized compilation of the supporting documents for download. This seamless integration of features not only simplifies the workflow but also fosters better communication among all parties involved.

Description

Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$79 per case
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

PartUs

Founded

2017

Country

United States

Website

www.partus.com

Vendor Details

Company Name

Evolution Technologies

Country

United Arab Emirates

Website

evolutiontech.ae/team-up-crm.html

Product Features

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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