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Description
Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs.
We are offering 3-months free. Pricing is simple, too. Everything we build, which includes:
Built-in CRM,
Matter management,
Task management,
Calendar management,
Document management,
An optional Client Portal,
Robust custom Reporting,
And so much more.
All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.
Description
Your team dedicates immense effort to resolve conflicts, register and manage new matters, all while ensuring adherence to regulatory compliance. Enhance their capabilities with an all-encompassing tool designed to boost their effectiveness and efficiency. By streamlining and standardizing your manual processes for onboarding new business, a versatile workflow engine can be utilized. The implementation of intelligent workflows simplifies compliance with AML and KYC regulations, making the process smoother. Speed up decision-making for new business by generating high-quality, centralized intake data, eliminating the need for cumbersome paper files and tedious review procedures. With a robust form builder, reporting tools, alert triggers, and capabilities for tracking the lifecycle of matters, you can integrate and scale essential policies seamlessly. A conflict management tool should align with your team's working style. Timely evaluations of your firm's potential business relationships demand flexibility and sophisticated analysis. Our Upfront solution delivers thorough due diligence equipped with intelligent filters, allowing for more informed decision-making. Ultimately, this approach not only enhances efficiency but also fosters a culture of informed and responsive business practices.
API Access
Has API
API Access
Has API
Integrations
8am LawPay
Confido Legal
Docusign
Dropbox
Google Calendar
Google Cloud Platform
QuickBooks Online
SAP Cloud Platform
Integrations
8am LawPay
Confido Legal
Docusign
Dropbox
Google Calendar
Google Cloud Platform
QuickBooks Online
SAP Cloud Platform
Pricing Details
$39/user/mo, billed annually
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
SimpleLaw
Founded
2005
Country
United States
Website
www.simplelaw.com
Vendor Details
Company Name
Fulcrum GT
Country
United States
Website
fulcrumgt.com/solutions/upfront
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
