Business Software for Clio

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

vLex is an AI-powered legal intelligence platform that transforms how lawyers conduct research, manage cases, and handle legal workflows. It provides access to over one billion legal documents from more than 100 countries, creating a comprehensive global legal database. The platform’s AI engine, Vincent, allows users to ask questions in natural language and receive detailed, citation-supported answers. It helps legal professionals analyze contracts, identify risks, and extract important insights from complex legal documents. vLex also offers litigation intelligence tools that provide data on judges, opposing counsel, and case trends. Advanced search capabilities enable users to quickly find relevant legal information across jurisdictions. The platform integrates with widely used tools like Microsoft Word, Outlook, and document management systems. It supports workflow automation and customization through APIs and specialized solutions. vLex also offers real-time alerts and analytics to keep users informed of important legal developments. Its security features ensure that sensitive legal data is protected at all times. By combining AI technology with a global legal database, vLex helps lawyers improve efficiency and accuracy in their work.

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

Memtime is a time-tracking tool for Windows, Mac OS & Linux that automatically records every minute you spend on different projects. Memtime runs in the background and tracks every computer activity to the second. It doesn't matter if you are working in different programs/files or every e-mail tab, browser tab, calendar entry, or even your browsing history. This allows you to focus on your work while the tool visualizes your entire working day as a timeline. You can see what you have done in the day and you can make time entries by clicking & dragging. Memtime cannot be used to monitor processes. All data is saved only on your device. No boss, no colleague, and not even us at Memtime, can see what you've done. Memtime integrates seamlessly with +25 project management tools. This allows you import all your projects, track time on them in Memtime, and export all your time entries in one click.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

Upfirst is a small business answering service powered by AI. It works like a virtual assistant, answering calls and gathering information when you are unavailable. Upfirst allows you to: - Have your business calls answered professionally by forwarding them to a professional - Increase your agent's expertise by adding FAQs, office hours, company policies and other relevant information Receive conversation summaries by text or email - Take calls, collect information about leads, and route them to the appropriate team members You can customize your Upfirst agent's voice, greeting and instructions.

Made For Law is a legal tech SaaS platform offering over 50 free, state-specific legal calculators and an embeddable lead generation suite for attorneys and law firms. The public calculator library covers 11 legal practice areas — probate costs, executor fees, divorce financial planning, child support estimates, personal injury settlement ranges, homestead exemptions, Chapter 7 bankruptcy means tests, and more — with full coverage across all 50 states and 3,000+ U.S. counties. Attorneys license the platform to embed these calculators on their firm websites. Each embedded tool functions as an interactive intake engine: it educates potential clients, captures contact information, and delivers branded results with PDF export. Leads route directly to the firm's CRM or email inbox. The free public suite at madeforlaw.com drives organic discovery for families and individuals navigating legal costs. The attorney-facing SaaS layer converts that traffic into a measurable lead pipeline — no paid ads required. Paid plans include white-label branding, lead capture forms, PDF report generation, advanced calculator configurations, and multi-calculator licensing. Designed for solo practitioners and small-to-midsize law firms. Categories: Legal Software · Law Firm Marketing · Lead Generation · Practice Management Tools · Legal Calculators

Manage a growing law firm effectively with Hivelight, an innovative platform designed for legal practice that offers a comprehensive, centralized overview of all tasks, matters, and personnel. Tailored for contemporary legal environments, Hivelight removes the burden of manual spreadsheet tracking and reduces the need for constant status updates. Whether you are a Partner overseeing overall firm capacity or a Legal Operations Manager enhancing workflow efficiency, Hivelight supplies real-time data essential for informed decision-making. Its adaptable workflow templates automatically populate specified task sets, dependencies, and deadlines into matters, ensuring seamless integration with your lawyers' existing Outlook interface. Moreover, Hivelight transcends simple task management by serving as an integrated training resource. With detailed, step-by-step instructions embedded within tasks, the onboarding process for new hires can be dramatically shortened from an average of 3-6 months to just 4-8 weeks, enabling faster productivity and smoother transitions. This not only accelerates training but also empowers your team to perform at their best right from the start.

WiseTime is an enterprise-level, self-contained timekeeping solution for legal. Our mission is to free professionals from the tedious and administrative tasks of timekeeping so that they can concentrate on their clients' needs. WiseTime automatically records where your attention was throughout the day and creates a private timeline without any manual input. WiseTime, based on our strong privacy-first principles and in compliance with the GDPR requirements puts you in total control of your data. WiseTime can connect to the most popular practice management systems, so you can seamlessly send time information to billing. No more manual time entries and stop-start timers.

TrialLine is a cloud-based software that allows for trial presentation, mediation, and storytelling. It is ideal for attorneys and law firms who want to gain maximum insight into their cases. You can create customized legal timelines that clearly communicate the key details of your case. They can be easily interpreted event by event. Attach supporting documents directly to each event in the timeline. All file types are supported and easy-to-upload. TrialLine makes collaboration easy. You can easily organize and share your case events with staff, experts and juries, as well as documents, with other attorneys.

Secured Signing is a trusted global provider of Digital Signature, Video Signing, Remote Online Notarization (RON), and In-Person Electronic Notarization (IPEN) solutions designed to help organizations across the United States and worldwide simplify document workflows, strengthen security, and deliver a seamless signing experience. Our cloud-based platform enables businesses to securely send, sign, notarize, and manage documents from anywhere, on any device. From contracts and onboarding documents to compliance forms and legal agreements. Built for businesses of all sizes, our end-to-end e-Signing and e-Forms platform includes automated reminders, real-time tracking, smart data capture, and customizable workflows to keep operations moving efficiently. Security and compliance are at the core of everything we do. Secured Signing uses tamper-proof digital signature technology protected with AES encryption to ensure every signature is authentic, secure, and legally binding. Any modification to a signed document is immediately detectable, providing complete document integrity and auditability. With secure RON and IPEN capabilities, organizations and notaries can complete compliant notarizations remotely or in person with confidence. Our platform supports compliance with the ESIGN Act, UETA, and international digital signature regulations. Why organizations choose Secured Signing: • Secure, compliant digital signing and notarization • Faster document turnaround and improved efficiency • Exceptional customer experience • Accessible from anywhere, on any device • Automated workflows and real-time visibility • Advanced Digital Signature, Video Signing, RON, and IPEN solutions

Nextiva combines AI, automation, and omnichannel communication into a single platform that transforms customer experience. It empowers businesses to meet customers on their preferred channels—voice, SMS, email, chat, social, or video—while providing teams with a unified interface to manage interactions. The platform’s customer journey orchestration engine delivers real-time actionable insights, allowing companies to anticipate needs and automate key workflows. With AI-driven automation, organizations can increase self-service containment, reduce costs per interaction, and improve resolution rates. Nextiva is also designed to enhance workforce engagement with tools that prevent agent fatigue, streamline collaboration, and boost retention. Its open architecture and REST API foundation ensure scalability, security, and compliance, even in hybrid or regulated environments. Recognized by TrustRadius, G2, and Gartner, Nextiva has become a top choice for organizations seeking both innovation and reliability. By consolidating technology and reducing IT overhead, businesses maximize ROI while unlocking better customer outcomes.

8am DocketWise integrates multilingual questionnaires, a powerful case management system, and the first customer relationship management (CRM) tool tailored specifically for immigration attorneys. This innovative platform reimagines the client intake process entirely, offering a sleek and collaborative interface that not only saves you valuable time but also enhances your clients' experience. Tailored for practitioners in family, humanitarian, or business immigration law, our extensive library of forms is designed to meet your needs. You can effortlessly combine multiple immigration forms into one cohesive intake questionnaire for your clients to fill out. Once completed, you have the option to review and download the entire set or individual forms as needed. Additionally, you can translate these questionnaires into various languages including Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese, and more. This flexibility allows you to send questionnaires via email or text message, enabling clients to complete them conveniently on their phones or computers. Furthermore, you can monitor the progress of each invitation, tracking its status from "Sent" to "Submitted for review," ensuring a streamlined workflow throughout the process. This comprehensive tool is designed to enhance efficiency and client satisfaction in immigration law practices.

We revolutionize the workflows of corporate legal professionals engaged in transactions by removing the tedious manual tasks that often dominate the legal deal process. With dealcloser, you can work from anywhere while ensuring efficiency and timely completion of your tasks. Say goodbye to the days of manually crafting closing books or chasing after signatures. Instead, concentrate on what truly matters: advocating for your clients. We take care of the burdensome aspects of a deal, allowing you to leave the office at a reasonable hour. As the fastest-growing transaction management firm in North America, we are dedicated to streamlining your experience. Begin your journey with us by creating your deal's closing checklist using dealcloser instead of outdated Word documents. Effortlessly upload documents and witness your clients sign them in real-time! Additionally, dealcloser simplifies the signing process by generating signature pages automatically for you, making every step smooth and efficient. Embrace a new era of legal transaction management with dealcloser, where your productivity is our priority.

Dialpad Sell offers a comprehensive AI-enabled sales outreach solution that empowers reps with real-time coaching, insights, and automation to accelerate the sales cycle. The platform provides live call transcription, sentiment analysis, and keyword detection, enabling sales teams to sharpen their messaging and handle objections effectively. Managers benefit from AI Playbooks and scorecards that optimize coaching and help improve individual and team performance. Dialpad Sell integrates with a wide range of CRM and business tools, including Salesforce, Zendesk, Hubspot, and Microsoft Teams, ensuring smooth workflow integration. Businesses experience significant improvements, such as a 50% increase in post-call efficiency, a 75% boost in coaching effectiveness, and a 22% reduction in rep turnover. Built on a secure, dual-cloud architecture, the platform meets stringent compliance standards including GDPR, HIPAA, and SOC 2. Its robust disaster recovery and 100% uptime SLA provide reliability for enterprises of all sizes. Dialpad Sell helps sales organizations enhance productivity, win more deals, and deliver exceptional customer experiences.

Enhance the delivery of native API integrations to expand your SaaS platform and boost customer retention. Qlik Application Automation™ addresses the issues of internal data silos, enabling SaaS businesses to enhance their native integration capabilities. Provide your clients with both speed and security through native integrations, allowing your development team to shift from labor-intensive, individualized projects to effortless connectivity and streamlined management. The library of connected cloud applications offered by Qlik Application Automation is expanding quickly. Become part of this ecosystem and begin creating integration and automation workflows between your SaaS solution and various platforms, including CRM systems, ERP solutions, accounting software, and other cloud-based tools, thus fostering innovation and efficiency in your operations. This shift not only simplifies processes but also enhances the overall user experience for your customers.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

You invest significant effort to ensure your business thrives, and so do we. Our dedicated team of live virtual receptionists is ready and willing to manage your incoming calls and organize your appointments, allowing you to concentrate on other critical facets of your enterprise. Whether you need us to take the lead or merely provide support, we are always prepared to assist you around the clock, every day of the year. You can rely on us when you're unavailable, and we are just a call away when you don't need our help. The Posh app gives you complete authority over how and when your virtual receptionist engages with your clients. So, if you find yourself unable to respond, Posh is there to step in! With just a simple tap, you can access our services. Every successful collaboration begins with an introduction, so share details about your business and your call-handling preferences with us. We'll manage caller transfers, set appointments, and take messages tailored to your specifications, helping you impress each caller and attract more clients while you focus on your priorities. Additionally, the Posh app or portal allows you to easily update your status, ensuring that if you're not accepting transfers, we will take care of it for you. Your business deserves the best support, and with Posh, you can achieve just that.

Since 1990, we have been dedicated to assisting businesses with one of their key assets: their phone calls. We invite you to discover how our services can enhance your business's ability to provide an engaging and supportive experience for every incoming call. PATLive virtual receptionists operate similarly to an in-house receptionist, offering warm and friendly service designed to ensure your business leaves a lasting positive impression on each caller. You have the power to personalize how your calls are handled, maintaining full control from the initial greeting to the final farewell. Experience quick response times, as our average speed to answer is a mere 8 seconds. We strive to create exceptional customer experiences, empowering our receptionists to assist callers with a variety of requests, much like an in-office employee would. Our team at PATLive functions as a seamless extension of your business, bringing you the advantages of an in-house team in a virtual format. With our advanced applications, you'll be pleasantly surprised at how closely your answering service mirrors the experience of having a dedicated in-office receptionist. Moreover, our commitment to quality service means you can focus on your core business activities while we handle your calls professionally.

Enhance your business's image, optimize efficiency, and expand your reach with a dedicated team of receptionists. Focusing on the customer experience has been shown to boost retention rates, satisfaction levels, and overall revenue. Concentrate on your core activities while we manage the administrative tasks. Ensure your clients don’t feel the need to reach out to your competitors after a call. Make a lasting impression on every caller from their very first interaction. Elevate your business with a professional, dependable, and friendly receptionist team that seamlessly integrates into your operations. This dedicated team serves as a true extension of your brand, available to assist you from standard operating hours to 24/7/365. We efficiently gather essential information to qualify, prioritize, and support your callers, and we can effortlessly book appointments via tools that sync with Outlook and Google. Our commitment to providing outstanding service extends to Spanish-speaking clients as well, ensuring they feel valued and understood. Avoid unnecessary interruptions by letting us screen and announce all incoming calls, allowing you to focus on what truly matters. With just a click, you can enhance customer care and save valuable time for your business growth. Take the first step toward superior client experiences today.

Allow our round-the-clock virtual receptionists to manage your phone calls, text messages, online chats, emails, sales inquiries, and appointment scheduling. Our answering service is perpetually available to assist your customers at any hour. We offer much more than simply responding to phone calls; our bilingual and expertly trained virtual receptionists are dedicated to enhancing revenue while providing an exceptional customer experience for businesses of all sizes. Whether you are a small to medium-sized business striving to compete effectively or a large corporation in need of scalability and staffing solutions, Nexa's virtual receptionists are here to support you in both English and Spanish. Whenever one of our skilled receptionists answers a call, your customers will feel as though they are conversing with someone directly from your team. Our receptionists are well-versed in your specific industry, enabling them to handle a higher volume of calls swiftly and accurately. Furthermore, our professionals excel at qualifying incoming leads, proactively engaging with potential clients, and addressing every call with the utmost professionalism, ensuring your business is always represented in the best light possible. This seamless integration of our service can significantly elevate your customer interactions and operational efficiency.

The Top-of-mind awareness (TOMA) CRM assists small businesses in improving their online presence, generating more traffic to their websites, and ultimately generating more business by making contact quickly with potential and existing customers. TopofMind offers the following services: Online Reviews, SMS Messaging and Web Chat. CRM, Scheduling your Sales. Automate your online reviews in a few clicks and respond to reviews in one place - Manage all your messages from one inbox: text, Facebook messages and Google messages Webchat can help you convert more website visitors into leads and sales conversations. Text 2 Pay client invoicing. Get paid faster by simplifying client invoicing TopofMind MarTech will follow up with you via text while you're away so that you don't lose another customer. - Increase your audience and find new leads - Increase your rating, build your reputation and be found online

AnswerForce can be your voice whenever you need it. AnswerForce can help you grow your business by handling every phone call with professionalism, personality, and efficiency. Virtual receptionists are available 24/7 to assist you. This allows you to focus on the important things that matter: your customers. Our virtual receptionists can answer your calls even if you aren't available. We will send you detailed reports that include important information. Our friendly virtual receptionists will greet every caller and can connect you or your team to each call according to your call handling instructions. Efficient AnswerForce receptionists will schedule appointments for you and send you reminders when necessary. Professional AnswerForce receptionists will help you capture and qualify leads so you can focus on growing your business. With a bilingual answering service, you can ensure that more callers reach a caring and professional voice.

Increase your efficiency by capturing an additional 40% of time through automatic time entries and post-call notes for each client interaction. Secure more placements and reduce the risk of disputes by automatically saving every conversation with candidates in your CRM and ATS. Streamline compliance and mitigate risks by recording your calls, allowing you to dedicate more time to client assistance. VXT provides adaptable solutions tailored for businesses prioritizing customer satisfaction. With VXT voicemail, you can create intelligent greetings for all your contacts, enhancing their experience with personalized messages. This cloud-based voicemail software allows you to access your messages from any device, anywhere. Additionally, you can record calls just like regular phone conversations, and these recordings can be transcribed directly into your notes for easy reference. This seamless integration of features ensures you stay organized and efficient in your communications.