Best Legal Software for Microsoft Excel

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

All you need to manage and sign contracts is one tool. Contractbook is a powerful tool for contract management. You can create, sign, and store all of your documents in one place. You can choose from one of our free templates, ask your lawyer for one, or create your own custom templates right on the platform. Sign your contracts digitally using the platform instead of printing them. Either use our legally binding 2-factor authentication or National IDs like the Danish NemID. Upload any old documents to the cloud and keep them together with the new. Your legal documents can be accessed at any time. You can also archive them in a GDPR-friendly, easy-to-manage dataflow. Our API-integrations are scalable and can be used to automate your workflow. You can also connect Contractbook with over 3000 other apps via Zapier.

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.

The Fabasoft Business Cloud features a robust set of features that can be used to manage documents and digital business processes across multiple organizations. Automated workflows, automatic syncronization, semantic full-text search, seamless versioning, digital signing of documents, and other features facilitate cross-organizational collaboration. This greatly increases productivity.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

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.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

UniPhi, a Portfolio Tracking Management Application, is designed to show how projects are progressing. The software provides clients, staff, owners, and managers with a transparent platform that allows them to identify and collaborate on issues and run predictive analytics using the dashboard 'Summary Tools'. Leaders can quickly identify between projects that are on schedule and those that could be at risk of failure using the color status indicators. Because it is built to live in the cloud, the entire suite can be used on mobile devices and is fail-proof. Other features include Budget Management and Milestone Tracking as well as Time & Expense Tracking and Resource Management.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

Contract Advantage by Great Minds Software, a contract management software suite, was specifically designed to solve problems for a wide variety of industries. The core products, which include Contract Advantage WebPro, Contract Advantage WebElite, and Contract Advantage WebEssentials, are: This fully integrated contract management tool is comprised of three core products (i.e. Contract Advantage WebEssentials WebPro, Contract Advantage WebPro, Contract Advantage WebElite). It allows users to easily track details such as parties, terms and conditions, due dates, deliverable (action), and other documents. The main features include document management, contract management, document assembly, detailed history audit trail, multilayered security, and many more.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

BID. BUILD. BILL. Unit Price Contract procurement / tendering/bidding and contract administration workflow tool. Multitasking web-based and mobile app Tracks progress - Creates formal invoices, change orders, and payment certificates. - Allows you to customize holdbacks, bonuses and penalties. - Provides a high-level view on accounts receivables and accounts payable with late notification - Share larger files - up 100mb (eg. CAD, PDF, and.ai - Addenda Builder - Instant Bid Analysis - eSignature configurations - Smart – Contract/bid - Artificial Intelligence-powered Importer

All-in-one solution to give you the freedom and control that you desire in your law firm. Manage case management, journaling, and time registration in Outlook and Teams. Microsoft's ERP system makes it easy to manage finances and invoicing. You can securely meet your client via Teams, share documents, chat privately to colleagues, and access all case documents directly in Teams. All case papers can be brought with you to court. You can work offline on the case documents while you are in a country retreat. Once you return home, you can synchronize your work. Remote desktops can reduce productivity and make collaboration difficult. It's irritating, too. Remote desktop is now history.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

Manage serves, notify clients and generate proofs. Get paid online. Enter the details to start a new job. These data will be available at various stages of your job. You can save time and details and decide which events you want to share with your client. The template you choose will display the job and details. Edit, review, print, and sign. You can track your serves from beginning to end. Once you have entered the data, it will save you time and information will be updated throughout the serve's life cycle. You can send email notifications to clients or invite them to create a free account. They can upload documents, view status, and enter serves without having to call you. Customers can pay you online from their invoices, which will reduce the time and effort required to get paid. You can add transparency to your services by saving GPS. GPS data is being requested by more clients, and some courts require it.

Your legal operations and workflow can be strengthened. An integrated digital workspace allows you to connect with your legal professionals. You can increase productivity, collaborate seamlessly with others, share valuable insight, and engage with clients and fellow lawyers to provide world-class legal services. Integrate your platform to collaborate with colleagues, manage projects, and interact with clients. Automate tedious work and processes to make teams more productive and efficient. Manage complex projects and matters, assign tasks and collaborate on documents. HighQ's secure technology platform is trusted by leading organizations to protect their sensitive data and securely exchange information. HighQ combines enterprise-grade capabilities with simple concepts to create an exceptional experience for clients and you.

VT Docs can increase your win rate by 9.8% and save 66.7h for each proposal 9 of the top 15 U.S. government contractors use our document analysis software for contract and proposal teams. It is used by Boeing, General Dynamics and Northrop Grumman to improve efficiency and compliance. It allows Bid Center Teams: - Create Compliance Matrices in Minutes! - Identify gaps and risks to ensure compliance - Extract Acronym Definitions and Occurrences Remove Ambiguity and Confusion - Faster Bid/No-Bid Decisions - Win Themes Alignment - Reduce scope creep in RFP/BID responses - Identify Federal Acquisition Regulation & Flow Down Clauses

Legal Suite provides solutions for corporate legal departments and law firms. Legal Suite is part of the Septeo Group which is a major player in technology serving lawyers, real estate managers and IT departments. Septeo's expertise can be found all over the globe to 120,000 users. No more playing hide-and-seek with your documents and emails Turn your paper into data by scanning all documents, so they are searchable and findable. Get a 360-degree view of all interactions with a client in one place to respond quickly to every request. Automate document naming for consistency. Have you noticed if ten different people name their documents, it might result in ten different document names? (Unless, of course, you are a machine). Our software creates consistent names so everything is easier to find. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Securely chat

Wired Relations is one the most user-friendly privacy management software available. It makes it easier to manage the company's GDPR compliance. This includes the company's systems and suppliers, customers, processing activities and risk assessments. The mapping of personal data is at the heart of any privacy program. To execute an insight request, you must know where to look. Wired Relations' Automated Map gives a quick overview about which systems, suppliers and categories of data subjects are being processed in the company. One of the most important aspects of continuous compliance is managing vendors and data processor agreements. Wired Relations' Vendor and DPA Manager allows vendors to control whether they are data processors, where they are located, and what data processor agreements they have.

Microsoft 365 users can use powerful contract management. Contracts 365® enables you to discover the power of contracts every single day. Cloud-based, elegant contract management software that makes the best of Microsoft's platform and meets users wherever they are. Contracts are the currency for business. Everything your business does, from purchases and sales to renting and investments to licensing, partnering and hiring, investing and more, is dependent on how well it manages contracts. A seamless contract management system delivers value to your entire organization. Contracts 365 gives you greater control, efficiency, visibility, and control over every stage of the contract management process.