Best Legal Software for HubSpot CRM - Page 2

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

Juro’s intelligent contract automation platform enables your team to create, execute and manage contracts 10x faster than traditional tools. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Empower teams with self-serve for routine contracts. Flexible templates and workflows enable non-legal users to instantly initiate and manage contracts without legal input, freeing up time for high value work and increased productivity. Agree contracts 10x faster with powerful AI. Draft contracts instantly with secure guardrails, summarize legal text to ensure full understanding of agreements, and review contracts with guardrails to get to revenue faster. Get instant visibility into your contract data with Juro’s dynamic repository. Query your contract data in seconds, or create real-time, dynamic reports into your contracts. Automated key date reminders ensure that you will never miss a renewal again, saving your team on legal costs and mitigating risk. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times.

CobbleStone's award-winning contract management software uses artificial intelligence to track and manage contracts. CobbleStone allows organizations to automate and streamline their entire contract lifecycle. It includes enterprise-wide contract tracking and administration, contract drafting and custom report design tools. Task and checklists, security, document and check-in management, financials, cost control, financials and more. Contract Insight Enterprise, Contract Insight Express and Contract Insight Workgroup are available. Call us today at 866-330-0156 to get a free demo or pricing.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

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.

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

Transparency, choice and control are key to trust. Organizations have the opportunity to leverage these moments to build trust, and provide more valuable experiences. People expect greater control over their data. We offer privacy and data governance automation to help organizations better understand and comply with regulatory requirements. We also operationalize risk mitigation to ensure transparency and choice for individuals. Your organization will be able to achieve data privacy compliance quicker and build trust. Our platform helps to break down silos between processes, workflows, teams, and people to operationalize regulatory compliance. It also allows for trusted data use. Building proactive privacy programs that are rooted in global best practice and not just reacting to individual regulations is possible. To drive mitigation and risk-based decision-making, gain visibility into unknown risks. Respect individual choice and integrate privacy and security by default in the data lifecycle.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Bookafy is a comprehensive and automated booking solution designed for scheduling demos, service appointments, sales calls, and more. Featuring an elegant booking page as well as website integration, Bookafy empowers customers to manage their own appointments, settle payments, and effortlessly reschedule meetings and demos. With its user-friendly yet powerful interface, Bookafy boasts advanced online appointment scheduling tools that include enterprise-grade functionalities such as automated text reminders, mobile access for scheduling, options for class and group bookings, GoToMeeting integration, support for unlimited users, and additional features that enhance user experience. This platform is ideal for businesses looking to streamline their appointment management process and improve customer interactions.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

ZEP is the time tracking solution for successful project management and can be expanded with various modules and is already in use by over 2.000 companies: • Professional project time tracking, • Administration of employees, customers and projects, • Travel expense management, • Associated reporting functionalities and many more. Different versions meet your individual requirements: • ZEP Compact: the entry-level version to tap into professional project time tracking. It covers the administration of employees, customers and projects and associated reporting. • ZEP Professional: offers broader functionalities in project planning with revenue and profit reporting, travel expense management and planned hours for target vs. actual comparisons. We offer web-based, mobile (iOS & Android) and terminal solutions to track your time anytime and anywhere: • Various modules for your individual needs! • Developed and hosted in Germany! • Test it for 30 days for free!

Malbek is an advanced AI-driven contract lifecycle management (CLM) platform built to empower enterprises in managing complex contracts with ease and transparency. It provides a dynamic, centralized environment where businesses can glean actionable insights from contracts, enabling smarter decision-making and maximizing profitability. The platform streamlines contracting by offering intuitive workflows, quick contract creation, and seamless approval processes that boost operational efficiency and compliance. Malbek’s robust integrations with widely used business tools like Salesforce, HubSpot, SAP, Slack, and DocuSign connect contract management with broader enterprise operations, maintaining a single source of truth. Embedded AI throughout the system automates manual, time-consuming tasks and provides timely insights and recommendations, accelerating negotiations and shortening contract review cycles. With a customer retention rate over 120% and nearly all users recommending the platform, Malbek is recognized for enhancing productivity and collaboration across global teams. The platform also offers comprehensive support and training, ensuring clients get the most out of their CLM investment. Its trusted reputation is built on delivering meaningful business impact through technology and innovation.

Develop. Discuss. Finalize. All in One Location. Say goodbye to cumbersome PDFs, endless rounds of revisions, and the chaos of version discrepancies. We are revolutionizing the entire workflow, making it more efficient than ever. Experience a streamlined approach like never before. Introducing Agreemint.

Trusted by 200+ global industry leaders like Honda Cars, Colgate, AstraZeneca, Adani, etc. Volody CLM by Volody is an Agentic AI-powered Contract Lifecycle Management (CLM) platform built to revolutionize how your enterprise handles contracts. We are proud to be known as one of the most user-friendly and easy-to-use tools on the market, helping organizations achieve tangible results like an 84% reduction in contract turnaround time and a 70% boost in team productivity. Our flagship Agentic AI doesn't just assist—it acts. Imagine an AI that autonomously reviews contracts for risk, suggests clause improvements, triggers approval workflows, and ensures obligations are met without manual intervention. This is the future of contracting: less administrative burden, more strategic impact. With a powerful MS Word add-in and fast, no-code implementation, Volody gives you enterprise-grade power without the complexity. Key Capabilities: Agentic AI for Autonomous Contracting: Our AI acts on your behalf to review risk, optimize clauses, and track obligations, freeing up your teams for high-value strategic work. End-to-End Lifecycle Automation: Manage everything from request to renewal in one unified platform. Real-Time Business Intelligence: Transform static contract data into live, interactive dashboards. Seamless MS Word Add-In: Empower your teams to draft and collaborate with AI-powered suggestions directly inside the tool they already know and love. Fast Implementation & No-Code Customization: Get up and running in weeks, not months. Centralized Smart Repository: Securely store all contracts in one place with AI-powered search, automatic metadata tagging, version control, and complete audit trails for ultimate visibility and compliance.

Outlaw is a modern contract management system that streamlines the contract lifecycle of organizations. It can be used to generate templates, redline in the cloud, and even eSign. The platform combines transformative technology with a modern user interface to help users speed up contract cycles, streamline negotiation and improve workflow productivity. Advanced Template Editor, Encrypted smart fields, Contract Activity Audit Log and Cloud-based redlining are some of the features. Other features include Word/PDF export, Version History, Date/Time Stamped Mobile ESigning, Secure Cloud storage, and many more. Outlaw supports seamless integrations with third-party tools such as Box and Salesforce, so users can do more from what they already have.

Document Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto.

RPA is the future of modern enterprise. Are you interested in RPA to automate manual tasks? Include your people. Automating end-to-end processes that include both your data and people is essential to improve business efficiency. Tonkean's aRPA platform combines no code RPA, integrations and AI-powered coordinationbots into a single platform. This allows you to automate, orchestrate, and coordinate end-to-end processes across multiple systems and people. Our powerful Workflow Builder makes it easy to train your Bots in order to coordinate and execute any business workflow. This includes data manipulation and people coordination. Tonkean puts your employees at the center of the process by reaching them wherever they are: Slack or MS Teams, email, or even via email. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments, and update existing finance systems.

Hyperlex, a SaaS contract management platform, allows you to streamline and accelerate your contracting processes. It is used by over 10,000 professionals in 40 countries. Our mission? Our mission is to help you "zenify" how you manage contract lifecycles. All documents are centralized in the Cloud and dematerialized. They are accessible from anywhere, anytime. With its experience of more than 10 million documents and more than 20 terabytes of multilingual data collected, our Hyperlex solution is now adopted by more than 100 companies around the world. Among them, large groups such as TotalEnergies, Rakuten, BNP Paribas, The Paris Chamber of Notaries, Réseau Entreprendre, Zadig & Voltaire and Ladurée.

Federal Compass is a software platform for federal government contractors. With Federal Compass' solution, federal contractors can better identify their aligned opportunities, identity buying departments and agencies, dig into agency spending, research their competitors, explore potential market expansion, and identify potential teaming partners. All of this is included in one, easy-to-use platform. See how Federal Compass can help your team today.

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.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Seers AI is an advanced AI-driven Consent Management Platform that streamlines GDPR and CCPA compliance for businesses. The platform intelligently detects and classifies cookies and trackers on your website, automatically generating cookie banners that respect and enforce user consent choices. Seers AI offers a comprehensive and easy-to-use dashboard to manage consent lifecycle events including opt-ins, opt-outs, and data subject requests, ensuring adherence to global privacy laws. By implementing Seers AI, companies can enhance user trust, boost data security, and reduce the risk of significant regulatory fines. The platform also includes GDPR training resources to educate staff and support ongoing compliance efforts. Seers AI’s referral program enables users to earn 15% commissions on new client signups and offers a 15% discount to those referrals, creating a win-win scenario. This powerful combination of automation, education, and rewards helps organizations manage privacy efficiently. Seers AI is ideal for businesses seeking a seamless and scalable consent management solution.