Best Legal Intake Software for Docusign

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

usnote is a web-based Legal Practice Management SaaS for law firms that need a practical, matter-centered workflow. Core modules include matters/cases, time tracking, billing & invoicing, payments tracking, and reporting, keeping all operational data connected to each matter for faster billing and clearer management visibility. Deployment: Cloud/SaaS (web) + mobile apps (iOS/Android) Security & control: role-based access; audit trail where applicable Integrations: Zapier, Google Calendar, DocuSign, Telegram/Viber (plan/region dependent)

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

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.

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Lexion integrates and synchronizes contracts across your systems to create a single source for truth. It is tedious and slow to manually track vital information. Lexion's AI finds the information you need automatically and gives you tools for verification. Reduce time spent on manual review, data entry and common contract questions. To assess compliance, pull up reports. Prepare for audits, financing, or M&A. You should have plenty of notice to cancel or renegotiate contracts. Our white-glove Onboarding provides a fully organized repository for contracts with key terms populated by Lexion’s AI. From the ground up, Lexion is designed with enterprise security, performance, SLA requirements, and enterprise security. Lexion was developed at an acclaimed AI research institute and is funded by a prominent venture fund. Our team is a proven success story in building innovative companies and cutting-edge AI products. We also have the ability to create productivity applications that people want and love.