Best Legal Software for Keap

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

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.

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.

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Simple lead tracking for law firms. Get a better understanding of where your leads are coming form. Manage your marketing efforts effectively. You can increase your profits without spending more. Know your return on investment for all advertising. Track every lead's outcome. Compare outcomes between intake staff and attorneys. Lead Docket offers tools that are not available in case management systems. Lead Docket ensures timely follow-up with leads to increase conversion rates. Stop trying to manage leads through your mailbox. To ensure you don't lose any leads, capture every lead from all sources in one place. This was developed in collaboration with top lawyers and legal marketing professionals. You can search, sort, filter and import leads. Track outbound and inbound referrals. Optionally, you can email lead details to your referral partners. Automated task assignments are generated to ensure that no lead is lost.

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

Our virtual receptionists are available 24/7 to answer your calls, chats, emails, sales inquiries, and schedule appointments. Our answering service is available for all your customers. We do more than answer phones. Businesses of all sizes benefit from our bilingual and highly-trained virtual receptionists who help them grow their revenue and provide a superior customer experience. Nexa's virtual receptionists can help you grow your business, whether you're a small business looking to get ahead of the pack or a large company looking for staffing and scale, in English and Spanish. Your customers will feel like they are speaking to a real person when one of our virtual receptionists answers the phone. Nexa's receptionists have extensive industry knowledge and can handle more calls with greater accuracy and speed. Our experts can qualify leads, reach out to prospects proactively and answer all calls with professionalism.

HelloSells offers four services. These include answering service, lead qualification service, call centre services, appointment scheduling services, and call center services. Our core service is Lead Qualification Service. Some businesses are not worth your time. Studies have shown that businesses need to respond quickly to important leads. We receive leads 24 hours a day, from all channels, and respond within 4 seconds. Our team will identify the most important leads and schedule appointments with you. This allows businesses to prioritise leads and spend their time with those who are most likely convert. Businesses can close more sales quickly. Answering service is another important service we offer. Our agents are available 24/7/365 to help you answer your calls, qualify your leads, and transfer the hot lead or book an appointment on your calendar. Our agents are ideal for expanding sales and marketing teams that want to take their sales to the next level. We are flexible and highly customizable.

Our customer service experts are available to assist your visitors and callers 24/7. Your potential customers are available 24/7, wherever and whenever you need them. No voicemail, only real people. There is no voicemail or bots so you can do business with real people and not automated voices. Know your callers and manage calls. For a personalized experience, we recognize returning callers. Unique call script because no two businesses are alike. Your call flow will be unique to you. We integrate seamlessly with your existing systems and integrate via a shared screen or CRM integration. How can you provide high-quality customer support without having to hire full-time employees in-house? This level of service is not possible for many small businesses. With a small business answering company, you can enjoy the benefits of an in-house staff without the need to hire, train, and pay for staffing. Our agents work remotely from anywhere in the US so they aren’t affected by local service outages and natural disasters.