Alternatives to Intapp Workspaces

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.

We offer hosting and specialized assistance tailored for your legal software and practice management needs. Our services include complete data encryption, support for multi-factor authentication, and the use of redundant data centers. Choose between user-friendly cloud storage solutions or advanced Document Management software. Your team can collaborate in a secure virtual desktop environment, ensuring everyone has a unified cloud workspace with easy access to legal applications, documents, and emails. Uptime Practice comes equipped with the latest Microsoft Office suite for your entire staff, along with a reliable business-grade Exchange Email service. Experience secure and accessible cloud storage designed for your entire firm, enabling you to retrieve firm and client documents from anywhere. The Uptime Practice plan will be meticulously tailored and optimized to host the essential software you depend on, while we take care of all the necessary support and manage updates for your law firm’s software needs. With our comprehensive services, your firm can focus on delivering exceptional legal services without the worry of technical issues.

Tempello is a cutting-edge productivity platform driven by AI, specifically crafted to streamline email-based time tracking for law firms, and it integrates effortlessly with platforms like Clio, Microsoft 365, and Google Workspace. By automatically identifying client emails, associating them with the appropriate matter, archiving the email content in Clio, and creating time entries based on the firm's standard billing increment, Tempello removes the burden of manual logging, thus providing precise and efficient billing while maintaining workflow continuity. This innovative automation enables firms to reclaim previously unrecorded billable hours, with many reporting an increase of 3–5 additional billable hours per attorney each week. Offering a straightforward flat-rate pricing of $0.39 for each matched email, Tempello ensures predictable expenses while maintaining enterprise-grade encryption to meet the stringent compliance requirements of the legal sector. Since its introduction in 2024, Tempello has successfully processed over 2.3 million legal emails, resulting in substantial overhead savings for firms, which can then be redirected toward enhancing client service and operational efficiency. The platform not only boosts productivity but also empowers firms to focus on their core legal work with confidence.

Legal101 serves as a user-friendly mobile Intranet solution tailored for your firm's workforce, enabling efficient and stylish collaboration and communication through a variety of features designed for quick access and ease of use, alongside customizable options to meet your firm’s specific requirements. By utilizing the Legal101 Intranet portal, firms can boost employee productivity and maximize the benefits of their investments in SharePoint® and Office 365™, offering essential workspace functionalities without the intricacies, expenses, or risks linked to bespoke solutions. This platform ultimately fosters a more engaged and efficient workforce, streamlining everyday operations while enhancing overall organizational effectiveness.

Enhance the way your partners and professionals document and submit comprehensive accounts of their time spent on various engagements. With Intapp Time, they can effortlessly reconstruct their daily activities, comply with client expectations, and reduce instances of missed or underreported efforts. This solution not only boosts accuracy and transparency but also elevates the experience for both clients and fee earners, opening up new avenues for increasing revenue. By decreasing the amount of data entry required from your partners and fee earners, you can generate additional income, enhance realization rates, and gain insights into actual costs. Furthermore, it facilitates improved client satisfaction with well-documented, client-ready time entries for billing purposes. Users can select from automated capture, timers, or direct entries, all accessible on desktop or mobile devices. The platform also allows for the review and resolution of unreleased or missing time entries, while minimizing redundant entries and pre-billing adjustments through standardized team narratives. Additionally, by implementing Intapp Terms, you can prevent future complications by adhering to firm and client requirements efficiently. In doing so, your firm sets the stage for a more streamlined workflow that ultimately benefits everyone involved.

Legora is an innovative workspace powered by AI, specifically crafted for legal professionals, which simplifies complex legal processes by facilitating high-volume document reviews, drafting based on established precedents, and conducting thorough research across both internal and external resources. Users can upload thousands of documents simultaneously, produce organized data and markup recommendations, and draft or enhance content directly within Word by utilizing templates and playbooks tailored to their firm’s needs, while also accessing pertinent legal research from various sources, including databases and document management systems like iManage and SharePoint. The platform integrates well-known tools, featuring a Word add-in and a tabular review interface, while allowing for customizable workflows that mirror a firm’s internal methodologies; it adheres to strict compliance regulations such as ISO 27001, SOC 2, and ISO 42001, and is committed to GDPR-compliant data privacy. Designed to minimize administrative burdens and expedite the discovery of insights, Legora empowers legal professionals to dedicate more of their time to strategic advisory roles, ultimately enhancing their productivity and efficiency in the legal field. Additionally, the seamless integration of these features ensures that law firms can maintain consistency and quality in their work processes.

The intricacies of the legal framework can be daunting. Our tailored management solutions for law firms empower them to effectively address the challenges that arise from evolving operational patterns. By implementing our comprehensive law firm solution, which includes full accounting integration, firms can efficiently manage clients and cases. Our skilled developers design solutions specifically for attorneys and lawyers, taking into account the unique needs of legal practices while incorporating cutting-edge advancements within a unified system. Streamline administrative tasks, enhance your workflows, and conserve time and resources with predefined matter components. Additionally, establish a specialized platform for clients to access case details and legal materials, while also enabling secure collaboration and sharing of critical documents and content within protected workspaces. This ensures that law firms can operate more smoothly and securely in the ever-changing legal landscape.

Efficiently review, resolve, and report conflicts of interest from a unified platform. With Intapp Conflicts, risk analysts at your firm can investigate and evaluate potential conflicts by utilizing a comprehensive pool of client data sourced from your firm's databases and external providers. The integration of AI significantly accelerates the conflict clearance procedure by identifying results that may contain issues, thereby allowing analysts to concentrate their review efforts and save valuable time. Minimize the duration required for conflict analysis and resolution, ensuring that decisions are consistently in line with the firm's risk parameters. Centralize the essential information and processes that safeguard your firm against potential risks. Conduct swift searches for potential conflicts while traveling or away from the office. Leverage AI to assist analysts in quickly identifying and addressing conflicts by highlighting critical issues. Monitor unique elements such as audit clients and relevant independence regulations, while also enhancing reporting capabilities with dynamic and interactive conflict reports. This innovative approach not only boosts efficiency but also reinforces the firm's commitment to maintaining robust compliance standards.

The courts issue notifications regarding new filings at all times of the day. However, these notifications serve merely as alerts; to access the actual filings, your team must navigate through multiple hyperlinks, followed by the tedious process of manually downloading, labeling, and distributing the required documents. You can effortlessly oversee and organize all litigation efforts across various offices, practice groups, and case teams through a unified portal. This system captures every federal filing from your firm, along with relevant metadata, and systematically archives them in the appropriate workspace within your document management system or experience-capture platform. With PacerPro Manifold, you can create an extensive repository of your federal court information, enhancing your firm's ability to leverage its collective expertise and streamline its legal operations for improved efficiency and collaboration.

Intapp Walls enables your organization to effectively oversee, protect, and implement access restrictions to confidential and sensitive data across all systems from one central hub, ensuring that user productivity remains unaffected. It provides comprehensive traceability for wall management, monitoring access, and identifying any attempted breaches. The system maintains the confidentiality of all sensitive client information while adapting to policy and procedural updates from a single location. It secures and manages the safeguarding of sensitive data within the firm’s infrastructure. Additionally, it upholds ethical wall maintenance and compliance with policies through user acknowledgments and dynamically updated access rights. Unauthorized changes are automatically rectified, and proper access is ensured through integrated monitoring and detection mechanisms. Users are kept informed about updates to ethical walls, internal team changes, and acknowledgments via scheduled, on-demand, and event-triggered notifications, ensuring transparency and accountability throughout the organization. With these capabilities, Intapp Walls not only enhances security but also fosters a culture of compliance and awareness among team members.

Curo365 stands out as a top-tier Enterprise Practice Management solution by operating on the robust Microsoft Dynamics platform. Unlike conventional legal practice management tools, Curo365 integrates capabilities that typically require the use of several separate technologies. This innovative solution empowers law firms to utilize Microsoft’s identity-driven security, ensuring a safe and user-friendly space for managing files, communications, and various data types, while also offering extensive and intelligent defenses against sophisticated cyber threats. Microsoft invests a staggering $1 billion annually to safeguard its cloud infrastructure, which is the foundation where Curo365 securely stores and replicates data for redundancy and disaster recovery purposes. Moreover, Curo365 allows law firms to take full advantage of the Microsoft Office 365 Productivity Suite—including applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—enabling attorneys and their teams to work seamlessly from any location and on any device. The integration of these powerful tools ultimately enhances collaboration and efficiency within legal practices.

Enhance the efficiency and precision of your digital prebills review and approval process like never before with Intapp Billstream. This innovative solution empowers your firm to minimize write-offs and billing conflicts while bolstering client trust and satisfaction through features like built-in compliance for both clients and the firm, collaborative workflows, and in-line editing capabilities. By streamlining the initial invoice acceptance process, you can significantly reduce write-offs. Generate proformas that meet client and firm compliance standards, incorporating necessary integrated requirements. Stay informed on proforma progress with notifications to expedite the review and approval stages. Easily create client-approved proformas that adhere to integrated billing and finance standards. You'll have the ability to track when a proforma is created, monitor unreleased time, and identify any changes made, along with who made them and when. Facilitate the movement of aging proformas by reviewing, recalling, and reassigning tasks as needed. Increase your visibility into suggested billing modifications and pinpoint any bottlenecks through comprehensive audit trails and insightful dashboards, ensuring a smooth and efficient billing process. This advanced system not only enhances operational efficiency but also fosters better communication and cooperation among team members.

Quickly gather essential risk-related data for both new and existing business engagements using Intapp Intake. Expedite thorough due diligence with precision by employing contemporary business practices, which encompass dynamic risk-based questionnaires, workflows, and scoring models that seamlessly integrate with your existing systems and reliable third-party data sources. Enhance the speed and accuracy of information collection and risk evaluation. Ensure that your onboarding choices are in harmony with your firm's strategic objectives. Centralize the pivotal information and processes that safeguard your organization. Create improved workflows through dynamic forms and approval routing systems. Implement firm policies efficiently through the automated generation and gathering of engagement letters. Simplify the collection of external data for internal risk assessment activities, such as assessing lateral hires or anti-money laundering processes. Align onboarding decisions with your firm’s risk tolerance using clearly defined risk-scoring metrics. This integration not only facilitates compliance but also enhances the overall efficiency of your risk management procedures.

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

Discover how any small legal practice can create a tailored, comprehensive legal solution that integrates flawlessly with their website. With 70% of individuals now favoring online services, consumers have shifted to a digital-first mindset when seeking legal assistance. To align with client needs, leverage advancing technology, and foster growth that is both scalable and sustainable, owners of small law firms must accelerate their digital transformation initiatives. Become part of a community of law firm owners who have revolutionized their service promotion and delivery, benefiting from an enhanced business model that supports rapid and sustainable growth while increasing revenue and profits. By digitizing your firm’s intellectual property, you can provide innovative legal solutions online, unlocking numerous advantages. Attract a wider client base effectively, manage an unlimited number of client cases, and enhance operational efficiencies. Furthermore, create unlimited passive income opportunities and minimize the chances of human error, all while positioning your firm for long-term success in an increasingly competitive landscape.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.

Fieldguide enhances assurance and advisory services by providing a comprehensive platform for workflow automation and collaboration. Say farewell to mundane tasks and boost your efficiency while minimizing mistakes through automation throughout the engagement lifecycle, encompassing everything from requests to reporting. Are you frustrated with information spread across various unconnected applications? Consolidate your entire engagement process within a unified, cloud-based platform. The landscape of technology has evolved significantly since the 1990s. Ensure you meet the seamless, collaborative experiences your clients demand. You can start utilizing Fieldguide for a single practice or implement it across your entire organization. Designed specifically for contemporary assurance and advisory firms, Fieldguide streamlines the complete engagement workflow digitally on a single, cloud-native platform. With a foundation built by former Big Four professionals and skilled technology experts, our platform has gained the trust of leading CPA firms, ensuring a reliable solution for modern business challenges. As the industry continues to change, adopting such innovative solutions becomes increasingly vital for success.

Aderant Handshake simplifies data access at your firm by integrating with more than 40 business systems, reducing the hassle of navigating through various platforms for information. By providing both ready-to-use and tailored solutions, Handshake consolidates data into a single, user-friendly application that enhances collaboration and information sharing among team members. Users can access customized dashboards in their preferred environments, including the company intranet, SharePoint, Expert Assistant Professional, Microsoft Teams, and SharePoint Online, among others. This flexibility ensures that everyone can work in a way that suits their individual preferences and workflows. Ultimately, Aderant Handshake fosters a more efficient and cohesive work environment.

Intelligize™ stands out as the premier provider of exceptional content, unique news collections, regulatory insights, and robust analytical tools tailored for compliance and transactional experts. It features a web-based research platform that aids law firms, accounting firms, corporations, and various organizations in adhering to government regulations, enhancing their deals and agreements, and maximizing value for their shareholders and clients. Situated in the Washington, DC metropolitan area, Intelligize caters to Fortune 500 companies such as Starbucks, IBM, Microsoft, Verizon, and Walmart, along with numerous prominent global law and accounting firms. In a significant development in 2016, Intelligize became a wholly-owned subsidiary of LexisNexis®, a top global entity specializing in content-enabled workflow solutions specifically crafted for professionals across legal, risk management, corporate, government, law enforcement, accounting, and academic sectors. This strategic partnership has further solidified Intelligize’s position in the market, enabling it to leverage LexisNexis®’s extensive resources and expertise.

Equinox Law Firm, developed by Questel, is an all-in-one trademark management solution tailored for law firms and intellectual property professionals, enabling them to navigate the intricate landscape of trademark portfolios with ease. This powerful software consolidates all activities related to trademarks, equipping users with advanced features for case management, docketing, and deadline monitoring while adhering to international IP standards. With Equinox Law Firm, firms can effortlessly oversee client portfolios, keep track of application progress, and stay informed about important deadlines through user-friendly dashboards and automated alerts, which significantly mitigate the likelihood of expensive mistakes. Additionally, the platform fosters real-time collaboration, facilitating effective coordination among team members, sharing of updates, and equitable distribution of tasks. The inclusion of customizable workflows, detailed client reporting, and data visualization capabilities further promotes clarity and enhances communication with clients, ultimately driving greater efficiency in trademark management. Overall, this software solution represents a significant advancement for legal professionals seeking to optimize their trademark management processes.

Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients.

Bilabl is a cloud-oriented practice management tool designed primarily for small to medium-sized law firms. It enhances profitability while alleviating the strain of non-billable tasks. This all-in-one software solution assists in managing cases, clients, and documents, setting reminders for important deadlines, tracking billable hours, and overseeing the complete billing cycle. By streamlining operations within your law firm, it not only boosts overall productivity but also allows you to focus more on your core responsibilities. Ultimately, it empowers you to operate more efficiently and effectively in a competitive legal landscape.

BigHand Document Creation offers a legal document solution integrated with DMS that enhances the functionality of Microsoft Word, PowerPoint, and Excel, facilitating the efficient production of legal documents. It allows users to create standardized templates without complex coding, which can then be deployed across the firm with a single click, ensuring consistency, strong branding, and improved version control. Key design features include unlimited numbering, bullet points, and various styling options that users can easily access. By building upon familiar Microsoft environments, the solution promotes greater user adoption and requires minimal training for effective use. The interface features ribbons organized into user-friendly workflow options, enabling users to seamlessly navigate their tasks from left to right. Additionally, it allows for the safe reuse of content from existing documents into branded templates while instantly applying firm-approved styles. With helpful tools provided, tasks like numbering, formatting, and sectioning are simplified, making even the most challenging documents manageable. Ultimately, this comprehensive solution not only enhances productivity but also fosters a cohesive branding experience across all legal documents.

MyLegalSoftware is a cloud-based solution for legal case management that aims to enhance the efficiency of law firms in handling their cases. It includes a variety of features such as task organization, document handling, time tracking, and tools for communicating with clients, all presented in a user-friendly and customizable format to suit the unique requirements of different firms. Additionally, its compatibility with widely-used applications like QuickBooks and Microsoft Office adds to its appeal for legal professionals. The combination of its cost-effectiveness and outstanding customer support has established it as a favored choice, especially among smaller and mid-sized law firms. Moreover, its flexible features encourage firms to optimize their workflows and improve overall productivity.

Enhance your productivity and increase your bottom line with our secure, cost-effective, and highly adaptable Case Management Software. Effortlessly manage intricate legal cases from any location at any time with ease and intelligence. Legal Workspace stands out as the premier cloud-based Legal Case Management Software tailored for law firms and lawyers in the UK, enabling them to handle legal matters with greater efficiency and effectiveness. This user-friendly and customizable system ensures that no advanced technical skills are necessary for operation. Many UK law firms are discovering significant time savings each week thanks to Legal Workspace, allowing them to focus on expanding their practices and improving profitability. With a variety of valuable features such as legal matter management, document handling, key dates tracking, time recording, hourly billing, and disbursement management, Legal Workspace is designed to streamline your law practice’s operations seamlessly. By utilizing this software, legal professionals can optimize their workflow and devote more time to serving their clients and pursuing new opportunities.

Lexamica serves as an innovative platform for automating legal referrals, aimed at enhancing the efficiency, consistency, and scalability of how law firms manage the process of sending, receiving, tracking, and overseeing case referrals and fee sharing among a vast network of attorneys across the country. By modernizing traditional practices like emails, phone calls, and spreadsheets, it introduces a seamless digital workflow that transforms the referral process. This platform features a sophisticated lead matching and distribution mechanism that identifies suitable firms based on jurisdiction and specific practice areas, enables both direct referrals and sequential multi-look distribution with customizable stop rules, and provides access to a comprehensive network of attorneys equipped with standardized fee-sharing agreements. Additionally, it meticulously monitors the entire lifecycle of referrals and cases by recording critical updates, which include changes in evaluation stages, matter statuses, reasons for acceptance or decline, and final outcomes, while also allowing users to share free-text notes and pertinent case details between the referring and receiving firms. Overall, Lexamica not only improves communication and efficiency but also ensures that law firms can easily adapt to the demands of a rapidly changing legal landscape.

LegalTrek simplifies the management of your office's processes, encompassing everything from time entries and matters to invoicing, allowing you to eliminate the need for multiple applications. Our platform enables straightforward tracking of your team's contributions to each matter, as well as their workload on a weekly or monthly basis. Over the years, LegalTrek has established itself as a leading legal software across three continents and in more than 15 countries. This solution caters to both small boutique law firms and larger firms with over 100 employees. As a proud Certified Microsoft Partner, LegalTrek’s application is readily available on Microsoft's AppSource. Since October 2019, LegalTrek has been recognized as an Official Microsoft Partner, ensuring that the comprehensive IT solutions for contemporary law firms can be accessed through the AppSource portal at competitive prices. With LegalTrek, law firms can enhance their operational efficiency while benefiting from a robust partnership with Microsoft.

Contemporary companies are not merely in search of new software; they aim to cultivate a flexible culture that can effectively address the needs of current clients while also appealing to and maintaining top talent. Aderant’s solutions are utilized by some of the most advanced firms globally to handle their everyday operations efficiently. We assert that technology should simplify your tasks by streamlining processes, fostering collaboration between individuals and systems, adapting to your evolving requirements, and facilitating change management across various generations in the workforce. Whether you operate a small boutique firm with a single office or manage multiple locations across several continents, Aderant partners with organizations like yours. With a diverse range of offerings tailored to meet your specific demands, you can trust Aderant to provide the right solution for you. Our commitment is to ensure that every firm, regardless of size or complexity, can thrive in a dynamic business environment.

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.

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

Handling legal entities through outdated software and spreadsheets can be quite challenging. Discover why leading Fortune 1000 companies and AMLaw 100 law firms rely on Athennian for their global entity governance and compliance automation needs. With the integration of Athennian and iManage Cloud, the process of document maintenance and entity management is simplified, allowing seamless communication between tools in your everyday workflow. Enhance your daily operations with our cloud-based platform, ensuring that all transactions are well-organized so you can concentrate on boosting your revenue. By utilizing real-time access to consistent entity data, templates, minute books, and other essential resources, you can improve accuracy and manage a greater number of entities in less time. Additionally, cloud platforms are designed with stringent security measures, featuring servers and fail-safes that meet the highest industry standards. Athennian proudly holds SOC 2 Type II certification, assuring organizations throughout North America of its reliability and security. This commitment to excellence not only safeguards your data but also empowers your legal operations to operate more efficiently.

PCLaw has been a reliable partner for over 130,000 legal professionals across the globe, offering comprehensive solutions for practice management, billing, and trust accounting tailored specifically for law firms. For over three decades, it has empowered legal practices to efficiently manage case details, handle client billing and payments, pay vendors, oversee trust accounts, and track essential calendar events, tasks, time, and expenses from one centralized platform. Additionally, Time Matters provides a flexible solution that optimizes information sharing, fosters collaboration, and streamlines workflow by automating repetitive tasks. This leads to improved management of cases, clients, and documents, ultimately enhancing the operational efficiency of your law firm while allowing legal practitioners to focus on what they do best. By integrating these tools, firms can achieve greater productivity and better client service.

Intapp Employee Compliance streamlines the oversight of your firm's employees' financial interests and external engagements while ensuring alignment with internal ethical guidelines and documentation requirements. This solution assists professionals in adhering to both company and regulatory standards, simplifying the oversight process for compliance teams as they monitor individual activities. By equipping employees with intuitive tools, compliance with firm policies becomes more straightforward, allowing for the verification of information using standardized data and the identification of any discrepancies. The system automatically alerts employees about necessary actions and monitors their progress, facilitating timely responses and approvals through effective workflows and notifications. Additionally, it offers detailed histories that are valuable for firm management and regulatory bodies. A centralized hub enables staff to manage and seek authorization for regulated activities efficiently, seamlessly integrating employee compliance with your current HR and trading platforms. To further enhance usability, it provides role-specific, centralized data views along with dynamic reporting capabilities that adapt to the needs of your organization.

8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.

Our products provide all the tools needed to effectively manage your IP portfolio. Equinox Law Firm Discover the all-in one IP management system for small and medium law firms. Discover how to confidently meet your deadlines while providing a consistently high level of service to your clients. Equinox Law Firm+ Discover the powerful IP Management System for Enterprise-scale Law Firms. This is the ultimate tool to manage IP at scale. It has multi-office and multiple-team capabilities, with granular control for central control. Equinox Corporate Learn about the asset management solution for innovative SMBs. Learn how the system will help you to shape the commercial success your IP portfolio. Equinox Corporate+ Discover the IP asset management system for enterprises. This highly customizable IP asset management system will meet the unique and complex requirements of your organization.

Our solution is ready to streamline your operations immediately, eliminating the need for custom software. Select the features that will enhance your firm's operational efficiency. Fulcrum GT offers products specifically designed for international law firms, ensuring a perfect fit for your needs. Say goodbye to the hassle of custom software development; our existing solutions provide everything necessary to oversee your firm's operations right now. All your critical business data is securely managed in a robust database, serving as your definitive source of truth regarding your operations. With Fulcrum GT, you can expect all your firm’s business data to be consolidated in one secure location, guaranteeing a singular, reliable reference point for managing operations. We ensure clarity in all deployments, which come with a predetermined scope, timeline, and pricing, so you will always be aware of what you will receive and when. By partnering with us, you can reduce risk, start with accurate data, and automate processes that are currently outdated and manual, leading to a more efficient workflow. Trust in our solutions to transform the way your firm operates from day one.

Other solutions for obtaining relationship data often necessitate complete data entry or data management, resulting in inconsistencies or missing information. Many alternatives require the purchase of several systems along with costly services for integration. In contrast, Nexl consolidates all necessary collaboration tools into a single platform. Effective teamwork is essential in today's work environment; without it, teams risk becoming isolated and misaligned. Collaboration forms the foundation of our approach. With Nexl, your relationship data challenges are addressed seamlessly. The platform automatically gathers all contacts and relationship insights for your organization. Additionally, our data enrichment feature provides access to information previously unavailable. You can categorize your contacts based on industry, job titles, locations, and even identify which firm members are acquainted with them, enhancing your networking capabilities significantly. This streamlined process allows for more effective relationship management.

Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.

It doesn't matter if you are a loyal user of on-premises hardware, or if your firm's leaders are open to moving to the cloud. It is important to look at all options in order to determine which solution is best for your practice. SurePoint®, a leading provider in financial and practice management software for law firms across the country, is SurePoint®. Law firms have relied upon SurePoint's award-winning enterprise program for over 40 years to improve their workflow and maximize their financial performance. SurePoint has more than 50,000 members and continues to transform the legal industry. SurePoint allows law firms to unlock higher performance by removing administrative burdens so that they can focus on their clients and practice. SurePoint's Legal Management System allows legal professionals to work more efficiently and effectively, ultimately increasing the firm's profitability and performance.

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

Aderant Expert Case is a highly customizable online Case Management system that consolidates various components of your matters and cases into a single accessible platform, making vital information readily available to users. Beyond offering a unified workspace, this solution also streamlines numerous routine tasks, such as generating documents and managing workflows, which enhances efficiency in handling your matters and minimizes the risk of missing critical deadlines for your firm. By automating these processes, Aderant Expert Case allows users to focus more on strategic decision-making rather than getting bogged down in administrative tasks.

IntelliPad, developed by Versys Software, serves as a comprehensive solution for automating legal marketing specifically tailored for law firms and various professional organizations that require sophisticated management of client contacts. The user experience of IntelliPad is seamlessly integrated within a standard Microsoft Outlook interface, enhancing usability while incorporating additional data fields to enrich client insights. As a robust marketing platform, IntelliPad CRM is filled with features and undergoes regular updates to remain cutting-edge. Visit the official website to view extensive product details along with screenshots showcasing its essential functionalities. By utilizing IntelliPad, legal firms can achieve their marketing and relationship management objectives without facing unnecessary complexities. This tool enables attorneys to access the most up-to-date and pertinent relationship data on their mobile or desktop devices, ensuring they have the information they need as soon as it becomes available. With IntelliPad, law firms can significantly enhance their client interactions and marketing efforts, ultimately leading to stronger professional relationships.

Hanzo Ediscovery & Compliance solutions empower compliance and legal teams to make the most of unstructured data. Collect and archive dynamic websites and work apps such as Gsuite & Slack. We can preserve it for you if you can see it. Book a demo today! Hanzo is solving the biggest problem in above-board compliance today: contextual investigation, capture, preservation, and preservation dynamic web content. You can use one platform to get the tools you need for team messaging data, social media engagement and interactive web content capture and preservation. Then, you can reproduce it in a legally-defensible native format, for review and analysis. Hanzo is available to government agencies, top law firms, and enterprises around the world. Technology that compliance and ediscovery teams can rely on to handle tomorrow's most challenging data problems.