Alternatives to ImmiCompliance

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.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices. Mycase.com offers a free trial with no credit card required.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

Filevine is a cutting edge Case Management software that provides a modern platform for organizing and streamlining legal processes. The interface includes features to coordinate calendars and case notes collaboration. It also includes a way for time and expenses to be tracked, document upload and docket management.

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.

Lolly Law is an award winning practice management solution for law firms that specialize in immigration or related areas. Lolly Law's ease-of-use and powerful tools for creating, managing, and tracking cases has been unmatched since 2014. Lolly Law's case management software also includes fully customizable immigration workflows, form sets from USCIS and DOJ, DOS and the FBI. ReForm makes it easy to fill out forms quicker and more efficiently. Finally, a way to fill out pdf forms online. Online immigration forms can be filled out, assigned to clients, and data sync throughout the process. The integrated online portal allows you to collect information and files from clients. Clients can now access the integrated online portal to quickly share information and make payments online. Online collaboration and coordination with your team is possible using one software. Instantly communicate with your team, track and delegate tasks, and get notified about important changes.

Immigration Speed is a cloud-based, innovative solution for Immigration Lawyers and Attorneys. A case management software that is specifically designed to simplify the management of immigration law practice. My legal Software was designed by lawyers for lawyers. It simplifies the complete cycle of a case with features such as Auto-populating Immigration Forms, Audit Reports, Accounting, Invoices, and Payment-Processing, Remote Paralegal/Receptionist Services, and other features & services to help Immigration Lawyers. It is a cost-saving subscription plan that supports and grows new lawyers and law companies.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.

Imagility, a cloud-based platform for immigration, is revolutionizing this field. It offers petitioners and attorneys as well as beneficiaries an unprecedented combination automation, transparency and collaboration. Imagility automates manual visa processes by combining powerful features like immigration tracking, client management, and case management within a cloud-based platform. It addresses the increasing denials and requests to provide evidence (RFEs), which have become a major concern.

Global immigration compliance and case management simplified for clients of all sizes INSZoom Case Management, a cloud-based, comprehensive, secure and compliant immigration software solution, provides all the capabilities necessary to speed up workflows and keep candidate and client data safe. It is the most trusted immigration software solution and is used by professionals in immigration services around the world. INSZoom will not only save you time and effort, but it will also transform your staff into immigration heroes for clients. Staff can spend inordinate amounts time compiling, completing and vetting thousands of documents and forms. Manual data entry and reconciliation of a large number of immigration forms can lead inevitably to errors and adverse case outcomes.

Legal Case Management with Integrated Legal Formulas. Now with Invoicing, Trust Accounting, Time Tracking, and Invoicing. Prima.Law (AKA PrimaFacie), integrates with Zapier and Clio to provide a complete solution for immigration lawyers.

The Lawfully USCIS Case Tracker tracks your US visa application and uses AI-powered algorithms to predict it. It monitors the status of your cases on a USCIS website multiple time per day using the receipt number that you entered in our app. Any changes are immediately notified to you. Lawfully further analyzes the case status information and presents the analysis result to users. It displays how your case is progressing relative other cases, provides a forum where you can ask questions to other immigrants, as well as a tool to conduct a video consultation with an impartial immigration lawyer. We also provide the following official US government data: Push notification when there is an update and automatic status tracking for multiple cases. Your case history is stored by the US government and displayed as a timeline on one page. Your case ranking and progress is displayed in comparison to similar cases.

The OnlineVisas platform was designed by award-winning immigration lawyers to be the most efficient management tool for corporations and attorneys. You can view every case, at every stage, from a simple online application that is organized to make life easier. All uploaded or generated documents are stored in a safe location and only accessible to authorized users. Our flexible model allows corporate clients to access expert legal assistance by the hour, only when they need it. No more email searching. Participants can access cases and add information from anywhere. Documents supporting the case are uploaded and securely stored for future reference. The pre-designed visa petition templates contain all the information you need to provide. They also include guidance from top immigration lawyers if necessary.

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

LawLogix offers immigration software for case management, I-9 and E Verify for compliance, and many other services. LawLogix's Edge and Guardian software will provide everything you need. Guardian is a complete compliance software that integrates with E-Verify and I-9. This will help you eliminate compliance risk. Find out if LawLogix Guardian is right to your business. We have assembled multiple resources to assist you in COVID-19 and when you are ready for your employees to return to work. These resources cover everything you need to be compliant, from best practices to legal compliance for returning to work.

Onboarding and collaboration with your clients can be done in one platform. Working with a Formally lawyer will provide you with a convenient and simple path to your visa options. You can sponsor visas for your international employees in one place. We combine behavioral science with intelligent tech to create a new category of legal technology, and it all begins with immigration. With seamless collaboration and the latest technology, you can make your best case. Formally breaks down the tasks for each individual and sets goals according to their working styles. Use our structured data platform to reuse information for future immigration processes. Say goodbye to outdated Word documents and clunky case-management. You can do your best work with less effort and more efficiency. Our unique visa smart process picker allows you to assess your eligibility and suitability, so that you can see all of your visa options in one location.

Amicus Attorney is a Practice Management Software that allows legal professionals to consolidate all their practice information into one platform. It features an intuitive interface and a neatly organized interface. The dashboard offers flexible options for users to manage their Billing & Invoicing and Calendar, Case & Client History as well as Cases & Client Data. There is also an in-app Email option that allows third party integration.

We are proud of the work you do, and we want to make it easier. FastVisa is the most comprehensive workflow automation and case management software for immigration law firms. Flexible customizations and adjustments of forms and tools are possible to meet different needs. A detailed ledger billing system ensures that you get paid on time. This is applicable for both online and offline payments. A customized intake system will increase efficiency for clients. Automated email reminders for due dates, USCIS Form Inputs and other information will help you stay on top of your cases. You can increase your productivity and save time by scheduling future client payments in advance. To speed up your processing time, create one questionnaire to fill in all the required forms.

OnBlick is a SaaS application that streamlines HR and Immigration processes to ensure Organizational Compliance. OnBlick has many features that enhance the organization's productivity, such as electronic I-9, H-1B case management and SOC predictor.

Use the immigration tracking software trusted by leading law firms, corporate legal departments, and HR departments. Immigration Tracker™, software that facilitates interdepartmental cooperation while managing strict timelines for clients, includes automated reminders, tracker report tools, and custom workflows. Automated alerts will help you manage strict timelines while facilitating interdepartmental collaboration. Attract more clients with streamlined recruitment processes and fully customizable intake questions. Immigration case practitioners often need to collect a variety of information, both from foreign nationals as well as clients. This makes it difficult to manage without an organized system. Case managers can become immigration heroes by managing strict deadlines and generating immigration reports in real-time that ensure expiration dates and deadlines will not be missed.

Legal Files is used every day by legal professionals to increase efficiency and improve workflow. Our software is a preferred choice for leading law firms, legal service clinics, insurance companies, universities, and corporate legal departments around the world.

Start cases quickly, correctly and efficiently. Manage them at every stage. It can be difficult to collect case documents from clients, and even more difficult to find them internally. Neutrinet automates these tedious tasks and organizes files for easy retrieval. Scaling up caseloads is a challenge. When things get busy, sticky notes, whiteboards and excel files will not keep you organized. Attorneys need tools that can keep pace. Neutrinet combines smart technology with legal expertise to drive efficient practices. Neutrinet is there to help you with your busy schedule. It offers powerful automation, reminders and auto-fill features that will ensure nothing is missed.

Workvisa.io™, a powerful and easy-to-use platform for foreign talent hiring, is available to all companies. Workvisa.io™, designed with simplicity in mind and efficiency in heart, allows HR and legal teams manage immigration processes and compliance requirements for seamless recruitment and faster onboarding. Integrate seamlessly with your HR platform or recruiting platform to request assessments from your legal department for candidates who require sponsorship. Automated and paperless compliance management eliminates costly delays and errors and simplifies labor condition application (LCA). Simple interface allows you to track complex immigration data with powerful document management, custom reporting, case status tracking, as well as other features.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.

Our Smart Questionnaires evaluate clients for different immigration programs and also collect the data needed to fill out Immigration Forms (including barcoded). Use our templates to create your Letters and Retainer Agreement. Our client portal allows your clients to track the immigration process, submit documents, and make payments. Manage all client documents in one location. Your client records are protected by 256-bit encryption, a database isolated for your company and a 256-bit encryption. If you fail to login too many times, your account will be blocked. Our CAPTCHA control will also prevent automated attacks.

Our flexible technology platform allows us to provide a customized solution for every client. defenderData™, which is highly customizable, can be customized to fit your needs. To manage security for the application interface, groups are created to represent the typical roles within an office. defenderData™, a fully-featured case management software, is designed to handle large caseloads such as those found in public defender offices throughout the country. Scheduled hearings/appointments logged under the case file are immediately populated in the respective calendars of the attorneys and staff working on the case, as is appropriate. dD Mobile gives you access to important case information, notes and calendars, as well as documents. You can make changes to your schedule, time-sheet, and case notes anywhere you are. You can even take photos with your phone and attach them in the case file!

ReloTalent is a single point for all human resources professionals, relocation companies, and transferees. It tracks and manages every aspect of each move. All the tools you need for managing your immigration and relocation programs, from start to finish. Reduce administrative tasks and automate employee mobility. You can save time and have a full suite of tools to manage your immigration and relocation needs. Client satisfaction can be increased by providing excellent reporting and project management. You will have a complete experience that includes communication, interactive support, accessibility, and communications. From the first day, provide a personalized and memorable welcome experience. Every employee who moves will be welcomed, whether they are on a desktop, tablet or mobile device. For a seamless transition, share key information about immigration and onboarding. Automate service processes by sharing data and documents with assignees.

Litigation Management in India and other parts of the world can be expensive. However, Volody's Litigation Management Software will allow you to manage multiple litigations efficiently and effectively. You can select the court type, state and city you want to use, attach all case-related documents, and view the status of any case on any device, any time, any place. Third party associates, paralegals and administrative assistants can have access to your case and can be assigned tasks. Our Litigation Management Software tracks all cases across all locations. You can never miss a hearing by being notified via email and in the software for reminders about upcoming hearings. This platform allows you to easily compile case statistics. Easy to generate reports This prevents cases from falling through the cracks and ensures that each case moves toward completion. Users can quickly access and review case information.

Lawmatics' law office intake forms templates make it easy to create a repeatable process that you can forget. Your legal CRM will handle client intake and marketing. Our CRM for lawyers allows you to connect with new clients and re-engage your past clients through law firm documentation automation. Your firm will always be available to them for any new opportunity. Automating workflow for law firms is the easiest way to generate new revenue. Automated follow-ups are a great way to ensure you respond immediately to potential clients with our all-in one legal CRM. Don't allow anyone to slip through the cracks. Your organized and tech-savvy approach to handling your clients' cases will impress them from the moment they contact you. Our software offers a cutting-edge approach that will impress your clients. It allows you to quickly esign legal documents and automatically follow up.

Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions. Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.

eCMS is a modern practice software that is used by attorneys and paralegals in both litigation and transactional practice. Our lightning-fast, automation-rich solution offers intuitive, productivity-boosting functionality spanning case management, practice management + billing, form & document management, CRM, integrations, and more. eCMS is a popular choice for legal professionals in all practice areas, including litigation and transactional work. Government agencies also use eCMS. Personal injury lawyers love eCMS's PI-specific features, including its PI workflow automation and processes, as well as its industry-leading secure healthcare portal for HIPAA safe, seamless and automated collaboration with healthcare professionals across case notes and medical records, communication and more. eCMS integrates immigration-specific workflows, forms, and more.

TrialLine is a cloud-based software that allows for trial presentation, mediation, and storytelling. It is ideal for attorneys and law firms who want to gain maximum insight into their cases. You can create customized legal timelines that clearly communicate the key details of your case. They can be easily interpreted event by event. Attach supporting documents directly to each event in the timeline. All file types are supported and easy-to-upload. TrialLine makes collaboration easy. You can easily organize and share your case events with staff, experts and juries, as well as documents, with other attorneys.

Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.

Tracker I-9 is the industry’s most advanced I-9 compliance solution for employers. It can be used to digitize paper forms and manage I-9s. Tracker I-9 was developed by top-ranked immigration professionals and is the most user-friendly compliance tool your HR team has ever encountered. Tracker I-9 is the only electronic I-9 compliance tracking software that has a flawless 20+ year track record with zero client fines. It is specifically designed for Legal and HR teams that require I-9 compliance. Its robust capabilities and easy-to-use interface make perfect I-9 compliance easy and intuitive. Smart workflows automatically submit eligible I-9 records to E-Verify®, software as they are completed, to ensure timely processing. API integration with existing HRIS systems distributes clean information across all departments and offers Single Sign-On (SSO), for efficient login.

Automate your legal documents with affordable software that saves you time. Automated court forms reduces the time required for routine legal drafting by up to 80%. You can also convert Microsoft Word documents into easily-populable online templates. Routine drafting is a 20% job in the average law firm. Lawyaw allows you to generate multiple documents simultaneously, which saves time and prevents costly mistakes. Our cloud-based platform makes it easy to search, select, fill, and submit thousands of official immigration and state court forms. No software installation is necessary. Our eSign tool is federally compliant and will save you time. Our mission is to make legal services more accessible through technology. Lawyaw was founded by people working together to create technology companies. We offer affordable, no-code document automation services for solo, small, and mid-sized legal offices that can streamline information gathering and document assembly.

Legodesk is a cloud-based, comprehensive legal management software that automates the legal profession of individual lawyers and small law firms. Legodesk allows lawyers and law firms to easily move to the digital age and work from anywhere at any given time. Legodesk is a cloud-based software solution that allows law firms to manage various tasks such as client intake, contact management and calendaring. It also handles document management, timekeeping and billing. This platform allows lawyers to manage and track clients, cases, assign and track tasks and connect with clients and employees via integrated messaging. They can also perform legal research, store unlimited files and generate unlimited documents.

Axon Justice allows prosecutors and criminal attorneys to focus their efforts on justice, rather than the tedious administrative workflows. It is the first digital evidence system designed to streamline the discovery process. Manage all types of digital proof, including body-worn videos, in-car videos, interview room videos, CCTV video and more, even across agencies. Organize a space for attorney and paralegal work products that are only accessible within your agency. Secure and confidential workspaces, walled away from the prosecution or defence. You can trace every piece of evidence back to the accused using docket numbers, other data sets, and even the accused's name. Know with confidence the chain of custody and authenticity of evidence.

Iolite Litigation Management Software allows you to manage litigation for different jurisdictions effectively. It can handle correspondence, deadline allocation, reminder alerts for hearing dates, filing due dates, filing due dates, and submissions to eliminate mistakes & never miss an essential deadline. Iolite is a user-friendly interface that makes the office of attorneys and advocates paperless. The software allows you to store and manage all details of your case, i.e. The Software allows the user to store and manage all details of a case, including: Case Description, Court Type, Court Type (X vs. Y), Title of Litigation Case, FIR details, Opposition parties & advocates, and so on. The Iolite Litigation Management Software handles all aspects of case processing, storage and retrieval. This makes it easy for law firms to be productive and efficient.

Caseroads.com is a cloud-based, feature-rich practice management service that can be used from anywhere. It costs up to 70% less than similar providers. It is easy to use and allows for secure work from anywhere. All the functionality you need is included in one low price per user. Get your company to the next level. Work smarter, improve operations, get paid faster. Get started today with a 30-day free trial. Caseroads allows you to manage a larger case load with greater efficiency. It helps you keep track of all important tasks, events, and deadlines. It allows you to track and understand each matter's status. It gives you insight into the operations of your firm and makes it easier to manage a larger client base by allowing for better scheduling, intake, and conflict management. Caseroads makes it easier to onboard clients, track and access cases, store and locate client or matter documents, and capture case activities.

The Practice Information Powertool is well-known for its user-friendly features. It allows clients to sign up and navigate through litigation. Our single-entry database allows you to organize all your case information, and significantly increase your efficiency, regardless of your computer skills. The Practice Information Powertool was created by Attorneys for Attorneys. It is a fully-featured, customizable Cloud-Based Case Management Software System that can be used to meet the needs of any law office. The Practice Information Powertool's Case Manager is extremely powerful. It is designed to replace your paper file as your "working file" in your office. This file will only be used as a receptacle for originals or copies of documents. The advantage of using the Practice Information Powertool to replace your "paper" file is that it doesn't matter where your "paper" file is for case management.

Intake software for basic case management and client/matter data retrieval: Intake label printing, report generation, and other forms and labels. To track files, use the bar code feature. 12 FLIP Memos are built-in: Documents Enclosed and Transmittal Memorandum. Filing or Recording Documents. CUSTOM MEMOS can be created for repeat use. FLIP addresses the FLIP MEMOS to clients and opposing counsel, for mailing in window envelopes. Memos can be printed on plain paper or on FLIP Memo forms. Large file label to identify expandable wallets and pockets. Attach to the side of your wallet or pocket. It is easy to print it using an envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).

All your conveyancing transactions can be done on one cloud platform. Your clients will love the digital experience. You can replace paper forms with online forms that are flexible and configurable. We understand that every firm operates in different ways. You can design the workflows that you use, but you can also ensure that your staff follows the same process. Clients can receive quotes in a matter of hours. Allows partners to refer you and provide a quote. Clients can get a personalized quote in just seconds. You can do more with third-party integrations using our APIs and Webhooks. It allows you to create and upload, read, write, upload or trigger actions from another software. Allow clients to sign documents electronically and save time and money.

BkAssist®, which is data-centric, minimizes the amount of specialized knowledge required by your support staff. It is designed for how we think, not the forms we file. BkAssist automatically processes mail from the courts. It will capture mail from courts to download your free-look copy, update your local case docket, calendar events, and more. Fulfill your pro bono responsibilities. BkAssist was created by someone who understands what you need. It was implemented by a practicing bankruptcy lawyer who is also a top-notch programmer. With a single button, you can file cases in all districts. Only pay for the cases that you will actually file. BkAssist employs a data-centric approach for gathering information that is consistent with how ordinary people think about finances. This method protects you against future changes in forms and eliminates the need for special trained staff.

Relevant indicators such as assets, gross and net profits margins and debt ratios are available to decision-makers and managing partner. The KPIs of fee earners, staff utilization, and performance of work divisions can be tracked by practice leaders. Matter management software provides all the experience needed to manage cases, from legal document management to activity tracking. It also includes financial accounting solutions specifically designed for law offices. With Intuitive search, AI-based suggestions for law research and case documents, the legal research team can turn precedents and case documents into knowledge management. Automate legal workflow automation to manage SOPs for all law firm processes, including KYC, case management, billing. Security can be tailored to the specific needs of each practice department. Secure legal client portal allows clients to share documents and invoices with external counsels. Clients can upload case documents and make them available to lawyers in their case files.

Custodian protects your email and case information within Microsoft 365. It extends the capabilities of SharePoint to allow you to manage cases easily. Microsoft 365 offers familiar and secure case management tools that can be accessed from Microsoft Outlook. SharePoint lists and sites can be used to store case content. Each case type can be given structure, metadata, workflow, and policy. To provide the necessary building blocks for each case, create case templates for different case types. Custodian can be used by organizations to provide easy SharePoint case management. Users will love custodian's flexible templates and ability to provision cases easily.

Access Legal software for case management can help you save time and increase efficiency. You can trust that your solution will be secure and long-lasting, and that your team can collaborate, adapt, and work together. Access Legal's case management system will help you become more efficient. Reduce admin so your lawyers can do what they do best and drive better case outcomes. You can save time at every stage of the process, including creating a client file, recording case time, and sharing documents with clients. This will allow you to spend more time on your clients and drive value. Simply import a client form to quickly open clients and matter. No double entry for accurate data recording

ClientWare is an all in one client/case management system. We can organize and manage cases, time management, billing, and more to help even the busiest law firms. ClientWare is a comprehensive, world-class system that can be used by small and large law firms. Our unique technology keeps your data local and not in the cloud. Your authorized staff can access all your data through the shared database. We are pleased to announce that ClientWare now offers payment processing integration. National Processing has partnered with us to offer credit card payments that are cost-effective and can be accepted directly from the client's case page. Clients can pay by phone or in person at your office. Their balances will be kept up to date in ClientWare.