Best Legal Software for Salesforce - Page 3

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

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).

ConvergePoint contract management: Manage the full lifecycle of contracts on Microsoft 365 SharePoint. Contract Requests: Authoring, 3rd-party paper or own templates; Clause libraries; AI; Review/Approve workflows with advanced workflows. Contract negotiations and eSignature. Central repository for all signed contracts. Renewals/Expirations/Obligations. Tools for advanced reporting and search. Multiple integrations.

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.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

ContractWorks makes it easier to execute, store, and track corporate agreements. ContractWorks is easy to use, quick to implement, and affordable pricing that allows unlimited users for $700 per month. This makes contract management software accessible to all businesses and teams. You'll also get all the features you need for managing your contracts, as well as a dedicated support team to help you get the most from your contract portfolio.

PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization. Start small and grow at your own pace Use out-of the-box, or give us your process and workflow vision Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again! Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions You can create and customize your own dashboards and reports Record Types and List views allow you to track user-definable fields that are specific for that contract type Workflows and review/approval processes can be either automated or manually created Multiple search options -- within fields or documents Intake forms provide the right information every time! From internal and external resources Contract creation, redline, version management, clause library and electronic signature

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.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

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.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

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.

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

iBE.net offers a comprehensive software solution tailored for professional services organizations. Accessible via both web and mobile applications for an affordable monthly subscription, iBE.net enables firms to enhance their operations from the initial lead through to payment collection. This platform is packed with a wide array of functionalities such as time tracking, project financial management, invoicing, human resources, customer relationship management, resource allocation, workflow management, integration with Quickbooks, and robust reporting tools. Additionally, iBE.net provides valuable insights that help firms optimize their performance and improve their overall efficiency.

AbacusLaw recognizes the ongoing and dynamic shifts in the legal and accounting fields, presenting challenges for firms striving to operate effectively. To address this, they have developed the largest Technology-as-a-Service (TaaS) solution tailored for the professional services industry, empowering legal and accounting professionals to achieve optimal success and tranquility. This comprehensive platform offers a user-friendly experience, designed to facilitate a secure, cloud-based practice while remaining budget-friendly. Their all-inclusive solution encompasses hardware, software, and infrastructure available on a pay-as-you-go basis, featuring Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT services. By integrating these essential tools, AbacusLaw ensures that firms can focus on delivering exceptional services to their clients without the burden of complex technology management.

Gatekeeper is an AI-driven, powerful contract management solution that gives businesses complete control and visibility over their contracts. Gatekeeper supports its customers: Reduce costs Customers can see all contracts clearly and identify areas that need consolidation or waste, as well as manage all contract renewals. Save time. Gatekeeper's workflow engine automates contract processes, reducing manual effort and ensuring that agreed procedures are followed. Mitigate risks. Gatekeeper's customers reduce contract risk by effective categorisation, management, and the establishment of fully auditable records for all contract activity. Realise agreed contract benefits. Research shows that on average, half of the savings negotiated are not realized after a contract has been signed. This is due to a lack of oversight and monitoring. Gatekeeper helps customers stay on track.

Streamline your operations and cut costs by replacing cumbersome paper forms with personalized mobile forms from GoCanvas. This cloud-based mobile solution empowers companies to transform outdated workflows and enhance productivity by automating tasks. With GoCanvas mobile applications, businesses and their field personnel can swiftly gather data through their mobile devices, seamlessly share this information, and efficiently transmit data back to the office, ensuring that operations continue to run smoothly. Additionally, GoCanvas provides organizations with valuable features like barcode scanning, image capture, mobile payment processing, GPS functionality, and electronic signatures, further enhancing efficiency and convenience. By adopting GoCanvas, companies can not only save time but also improve the accuracy and accessibility of their data collection processes.

Oneflow is a contract lifecycle management solution designed to help companies move beyond basic document storage and e-signatures. The platform centralizes contracts, clauses, obligations, changes, and related data so teams can work from one shared source of truth. Businesses can create, collaborate on, review, sign, monitor, and manage contracts throughout their full lifecycle. Oneflow’s AI features help detect risk, reveal contract insights, and support smarter decision-making across departments. Sales teams can create quotes and contracts from CRM systems, finance teams can use contract data for invoicing, and HR teams can manage hiring and employment agreements more efficiently. Procurement and legal teams can use Oneflow to reduce risk, improve control, and maintain compliance across contract workflows. The platform integrates with major business tools, including Salesforce, HubSpot, Microsoft Office 365, Google Workspace, Slack, Pipedrive, Teamtailor, and more. Oneflow is built with compliance and security in mind, supporting GDPR, eIDAS, ISO 27001, ISO 9001, ISO 14001, BankID, MitID, and TLS 1.2. Oneflow helps organizations turn contract data into structured, searchable, and actionable insights that keeps business processes moving.

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

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.

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.

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.