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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.

Description

We are a bookkeeping service and legal firm dedicated to delivering actionable financial reports, established by both attorneys and accountants to offer exceptional accounting services tailored for law practices, supplemented by our innovative firmTRAK Visualize app. With a decade of expertise in providing comprehensive accounting solutions and enhanced reporting specifically for legal professionals, our founding partner, who is an active attorney, understands the essential requirements for law firms to thrive. Our knowledgeable team excels in fostering organizational discipline that ensures your online operations run efficiently. Through firmTRAK, we deliver precise and prompt reports compatible with your preferred merchants and technology platforms. As a small business ourselves, we appreciate the commitment needed for success, which drives our mission to empower small enterprises. Our dedication to outstanding customer service and clear communication is fundamental to our approach, helping trades and professional services flourish. Ultimately, we believe that our success is intertwined with the success of our clients, making their growth our top priority.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Android
Apple iOS
Chrome OS
Clio
Gusto
Mozilla Firefox
PracticePanther Law Practice Software
Safari
Xero

Integrations

Android
Apple iOS
Chrome OS
Clio
Gusto
Mozilla Firefox
PracticePanther Law Practice Software
Safari
Xero

Pricing Details

$500 per license
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

docuTRAK

Founded

1991

Country

Jordan

Website

www.docutrak.net

Vendor Details

Company Name

firmTRAK

Country

United States

Website

www.firmtrak.com

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Alternatives

Alternatives

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