Alternatives to Legal Sale Pro

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

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

LegalSale Pro is a tool that helps you build a better legal practice. The only law practice management software that allows you to sell your services online. LegalSale Pro provides everything you need to manage your practice. We have industry-leading tools to manage your case, accounting, documents and compliance. We help you organize your entire firm. You will be able to manage all your clients' matters, tasks, accounting, and scheduling in one place. Securely share documents with clients, including invoicing and monthly payments online. Keep notes about important dates.

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.

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.

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.

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.

You can empower your team with the best case management software. It provides everything you need, including client intake, billing, trust accounting, document management, crm, client management, advanced reporting, document administration, crm, crm, client intake and billing. Lawcus makes it easy to manage cases and provide robust billing and trust accounting. Our intake forms, eSignatures and text messaging make it easier to convert more leads into clients. Our workflows make it easy to automate consistent and repeatable processes. Lawcus provides a bird's-eye view that allows you to quickly see all your matters, and determine what needs your attention. With matter-centric conversations, you can collaborate with your team. All communications with clients and your team can be kept in one place. You can organize and delegate tasks, set deadlines, add subtasks, track work in progress, and get it done quicker.

Customize and automate the entire workflow - capture client data, manage documents and track progress from a single place. Work together with your firm, the client, their financial advisor, or CPA. Slatewell's features are designed to encourage collaboration, including custom portals for each client. Create digital intake forms for clients or use them to standardize processes. Notifications and reminders are built in to ensure that the questionnaires are completed. Ask for feedback from professionals outside your firm, assign tasks to members of your team, and keep track what has been done and what is next. Use state-specific probate forms to create petitions of proclamation, ancillary documentation, beneficiary letters, etc. Upload any PDF to create custom workflows.

DirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others.

Digitize your matter management using organized files, integrated client SMS and client portal. Integrated task management helps you stay on track. You can assign tasks instantly or create custom task flows. An integrated calendar, automatic notifications, conflict alerts, and an integrated calendar keep your firm on track. Analytics built-in help you track payments and billables, deadlines as well as campaigns, productivity, and many other things. Automate follow-ups and streamline intake to save time, improve your professional network, and offer a better client experience. Our pages are responsive on mobile devices so customers can manage their business from anywhere. KISS stands for Keep It Simple and Satisfying. You can get started quickly and spend no time training. There is no learning curve or complicated workflows to make life easy. Collaboration on tasks, events, documents, and other matters can increase team efficiency.

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.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

GrowPath, a cloud-based software for managing law practice management, is available. It combines client intake, case management, document management, business analytics, and document management into one platform. GrowPath assists law firms to process matters in a scalable and efficient manner to maximize revenue and increase opportunities. GrowPath was launched in 2017 as a SaaS offering. GrowPath was developed by the Law Offices of James Scott Farrin. They are one of the most prominent plaintiffs' firms in Southeast. GrowPath was built, upgraded and leveraged by the Farrin company for financial and logistical success. GrowPath has 18 patents relating to its legal technology. These include an automated lead scoring tool that helps identify high value intakes. Buzzwords is another popular patent. Buzzwords is a tool that aids staff in the client intake process by providing prompts for possible derivative cases.

Easysoft Legal Software-The most trusted and affordable solution for lawyers in real estate and family law. It is mobile-compatible and compliant, making it the best legal calculating tool for over 35 years. Easysoft Real Estate handles complex calculations for real-estate transactions, including automated CD and HUD calculations, projected payments, cash and cash closings, and you can also conduct title searches, complete1099S reporting, and file directly from the software. Easysoft Family Law is a state-specific software program for family law attorneys and staff. The New Jersey product includes the Case Information Statement, worksheet comparators, historical expenditures, child support worksheets, and a time-saving client intake portal. Massachusetts Family Law software will soon be available. Ask about our product for uncontested divorces in New York. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com, or call 1-800-905-7638 extension 1.

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.

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".

Jusnote is a comprehensive legal practice management platform built for modern law firms and individual practitioners looking to optimize their workflows and enhance productivity. With a suite of powerful tools designed to streamline case management, document handling, time tracking, billing, and client communication, Jusnote brings efficiency, organization, and security to legal professionals. Why Choose Jusnote? For legal professionals, time is money, and every detail matters. Jusnote is crafted to meet these unique demands, offering an intuitive interface, rich functionality, and extensive customization to fit the diverse needs of law firms. Whether managing a large firm or a solo practice, Jusnote is designed to simplify operations, improve accuracy, and provide peace of mind through reliable and secure technology. Choose Jusnote to transform your legal practice with a powerful, easy-to-use tool that takes the hassle out of case management and lets you focus on delivering results for your clients.

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.

Data is the lifeblood of your business. Optimize the way it's managed. LeadTrac™ allows you to have customized field sets that allow you to organize data and streamline enrollments, sales, and intake. To keep clients, employees, and tasks on track, you can use powerful, configurable workflows for each department.

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.

You can speed up your invoice review and approval, get clean and compliant billing in real time, and get your bills out 5x faster! Accelerate invoice review and approval, meet real-time billing guidelines compliance, and automate your UTBMS Coding. Automate your UTBMS code completely. No more tedious, time-consuming headaches. Fully automated AI-powered invoicing and matter management system. Edit, merge, combine, or convert LEDES 1998B invoices easily! Automates client intake, including preliminary conflict checks. Alerts and real-time budgeting information.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

We recognize that every firm is different. LawyerLine offers custom plans that can be tailored to meet your needs. We'll help you choose the features you want and create the best plan for your needs. Our live receptionists are trained to handle all calls with professionalism. We can answer the phone with warm, personal greetings or custom voicemails. We will also transfer important calls directly to your line. LawyerLine has been a leading legal intake specialist for over 8 years. Our team will answer your case questions with the highest quality and customized to your specifications. LawyerLine is not just an answering service. Each lawyer will receive a summary of each call, a daily call summary and a monthly report. This ensures that every law firm is ready at all times. The number of hours that we save our most active companies each year. The amount of clients we can convert for small firms.

LawPavilion's practice manager is a lawyer-friendly tool that simplifies the management of complex judicial processes and the workflow of law firms. LawPavilion's case manager was designed to meet the needs of all legal practitioners. No matter how large or small your practice is, the case manager allows you to manage all activities in your firm. You can track progress and team deliverables, generate instant invoicing, and organize your schedules as well as documents all from one place. You can share documents with different users within your company. You can create, assign, track, and update different tasks within your company with regular progress updates. You can store your contacts and organize them into groups that are actionable for easy information. Receive instant notifications about all events that are important to you. Never miss an event again. Keep your calendar in order. This calendar is designed to help you keep track of all important dates and events.

Captorra is the best case intake and lead conversion software for law firms that specialize in mass tort, personal injuries, bankruptcy, criminal defense and immigration. Captorra is a software solution that helps law firms convert leads into new cases. This cloud-based software solution provides powerful tools for lead conversion, client sign-ups, process automation, intake scripts and eSignature capabilities. It also allows for referral management, management and management of physical sign-up packages, email marketing analysis, and reporting.

LawAlign is the national leader in Case Management Software programs for Personal Injuries practices! It covers all aspects of a Personal Injury practice, from intake to trial, and can be customized to meet your firm's specific needs. You can save time and money, as well as simplify routine tasks and increase efficiency without having to hire staff. LawAlign can be used on both Macs and PCs. There is no recurring fee and a one-time cost. LawAlign was created to help personal injury lawyers keep track of all the details that are required. It's simple and easy to use, but general case management software won't do the trick. LawAlign is the only solution to Personal Injury firms across the country. LawAlign is an easy-to-use, powerful case management system. LawAlign is a simple tool that helps you organize your practice.

Our solution can manage your business operations today without the need for custom software. Choose the solutions that you need to transform your firm's operation. Fulcrum GT products are designed to meet the needs of global law firms. Custom software is not necessary. We have everything you need to manage the operations of your firm today. Our products store all your business data into one powerful, secure database. It's the only place you can get the "truth" regarding your firm's operations. Our products are designed so that all of your firm's data is stored in a single, secure database. With us, you will always have one source of "truth" when managing your firm’s operations. Fulcrum GT deployments are based on a set scope, timeframe, and price. You will always be able to know what you are getting, when it is going to happen, and how much. Automate manual processes, automate clean data and mitigate risk.

Winmacs accelerates your work by accelerating and simplifying all workflows and processes that you and your customers depend on, whether they are on-premises or on the cloud. The modularly expandable, fully comprehensive software for law firms is designed specifically for medium-sized firms and notary offices who rely on digital and forensic working methods. Enjoy an intuitive user interface which reflects all the law firm processes in an easy to use manner. Instead of wasting time with an unnecessarily complex system, focus on what matters - your clients. Automate your processes to reap the rewards. Streamline workflows, cut costs, and reduce errors. Streamline repetitive tasks to increase productivity and profitability. Simplify the management of case information, including parties, documents, tasks and invoices. Also, set reminders for deadlines and appointments. Stay organized, meet deadlines and keep clients happy.

A bilingual, customized, bilingual 24/7/365 phone answering service that includes call forwarding, message taking, customer service, appointment scheduling, appointment scheduling, and call forwarding. Our law firm answering service screens potential clients according to your preferences and determines if they are qualified or need to go elsewhere. Our lawyer answering service's legal intake specialists handle leads from initial contact to an electronic contract. This contract is then posted directly to your CRM or case management system using a legal answering service. Convert website visitors to new cases and communicate directly with clients wherever they may be. Section background shape image. Our best-in-class processes and solutions allow you to respond to high-volume radio, TV, and online advertising leads. Live answering service with legal industry experts responds immediately to all outbound and inbound leads for your legal practice or legal firm.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

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.

There are many complexities in the legal framework. Our custom-designed law firm management solutions allow legal firms to address all the challenges that arise from changing the activity pattern. Our law firm solution allows us to manage clients and cases through full accounting integration. Our developers create law firm solutions for lawyers and attorneys by keeping the legal firm's needs in mind. They also use the subject advancements to make it easy to use all of the system in one program. Predefined matter elements simplify administrative tasks and make it easier to streamline your workflow. Your clients can access information and legal resources through a dedicated system. Secure workspaces allow you to manage, share, and collaborate on important documents.

Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user. The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software. Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online. Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.

CorpIntake is an automated web-based application for new business intake. It allows you to reduce risks and increase revenue through automating manual processes. Expedite file opening for existing and new clients. CorpIntake automates the data collection, conflict-checking, and approval process, and can be deployed on-premises or in Azure cloud. CorpIntake is an application for client and matter intake with the following features. 1. Data collection with dynamic forms 2. Integration with existing systems 3. Conflict search and approval workflow 4. Auditing.

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

The FileMaker Platform was used to create the REDI Office iPad App. This app allows you to access the REDI Offce via the hosted server. Keep track of what's going on in your practice by checking the billing, time and day-to-day maintenance. The interface and navigation are identical, so there's no need to spend time learning. Just do it! Meetings can be scheduled, tasks and to-do items are created and posted to the Practice Shedule. Reminders can also be sent to those involved. Track and create notes about the file's development and keep track of key discussions and events. Shared document repository for your practice's document management needs.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

Ascent ELM is a secure repository that stores all legal documents, notes, status updates, and other information related to your matter. Drag-and-drop capabilities allow you to easily associate any information in your matter library. You can retrieve all information about any matter with pre-built reports, custom queries, or full-text search. You can give your teams full control over the matter spend by allowing them to manage timekeepers (including outside legal vendors) through one dashboard. You can simplify your work process with the simplified functionality that allows you to quickly navigate to any matter data and its tasks. Ascent ELM eliminates the tedious overhead of billing and invoicing with a user-friendly interface. It also features a fully-configurable invoice management software. You can manage the entire communication flow between your team members and all custodians of legal hold.

SuiteCRM for Lawyers is an affordable and quick way to increase sales and strengthen your relationships. It is designed to give legal professionals all the modules they need to grow their business and increase profits. We all know that best legal practices and effective client management techniques will allow busy law firms to be more productive and increase their overall performance. SuiteCRM Legal CRM system allows all team members, including paralegals, lawyers, attorneys, and support staff, to efficiently organize customer cases, associated documents, appointments, and log accurate time entries for billing or invoice. A legal CRM system provides the ability to manage and maintain a list of clients, prospects, important leads, and other information. It collects basic information like contact numbers, email addresses, and the conversations between them. Then, it adds substantial information.

The Ombudsman Case Management software includes everything you need to manage your busy Social Security practice. This includes scheduling, electronic document management, and letter generation. The Ombudsman was created to make it easier for you and your staff to work together. You can view all your tasks for today, print your list and view the entire office's calendar. The Ombudsman can import Social Security CDs in seconds, scan hundreds upon pages per day, and generate form letters automatically. The Document Management features of the Ombudsman keep all electronic documents organized and backed-up, which is increasingly important as you have more cases and your practice grows. The Ombudsman is able to generate form letters and Social Security forms. You can copy and paste existing form letters into our Ombudsman, or you can use the ones we provide.

Easycloudbooks Practice Management Software will keep your team happy. Track time spent on client projects and tasks. Easycloudbooks makes it easy to track your time. Easycloudbooks software platform automates work assignments and status followup to improve team productivity. Work smarter. Automated email updates will keep your clients informed. Contact management software automates the process of keeping client information current. You can build client relationships by automatically wishing your clients on special occasions. You can say goodbye to paperwork. Easycloudbooks allows you to spend less time managing documents and more time with your clients in your virtual office. Easycloudbooks cloud technology allows you to securely store client files. No more lost documents. Our Practice software gives you role-based access to client documents from anywhere and at any time.

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).

Keep track of all case information, documents and communications, as well as tasks, deadlines, and other important details. Our Neodeluxe products are designed to optimize Filevine data solutions and case management, making your legal matters more efficient, secure and client-centric. Streamline Filevine Case Management from intake to closing with products such as automation, a web portal, and others. Our premium services include expert assistance with Filevine, Outlaw+FVDA, Lead Docket and virtual assistants.

Small businesses need a superior intake, answering and qualification service Our U.S.-based virtual receptionists are available to capture and qualify leads, book new clients, or build better relationships with existing clients. Prices start at $70 per month. Receptionists based in the United States are available for duty Monday through Friday, from 5am to 9pm PT/8am to 12am ET. All calls and overflow should be forwarded only. For complete workflows, lead qualification and intake can be done with CRM integration. Calendar software integration allows for appointment and call-back scheduling. Payment collection with integration to your credit-card processing software. Spam & Sales call blocking, call screening and prioritization plus VIP pass-throughs.

CaseManagerPro legal case management software organizes all aspects of your cases and matters in a central, well-organized system that can be tailored to your practice's needs. Each person, company, document, note, deadline, and issue can all be captured, managed and reported. You have access to everything you need, whenever you need it. CaseManagerPro allows all parties involved in a case or matter, including lawyers, inside counsel, and trusted third parties, to be more organized and connected to all aspects of the case. CaseManagerPro can be used to manage your cases. You will enjoy unrivaled client responsiveness, increased productivity, and lower costs. We have unique features that allow users to tailor the system to their specific needs.

All-in-one solution to give you the freedom and control that you desire in your law firm. Manage case management, journaling, and time registration in Outlook and Teams. Microsoft's ERP system makes it easy to manage finances and invoicing. You can securely meet your client via Teams, share documents, chat privately to colleagues, and access all case documents directly in Teams. All case papers can be brought with you to court. You can work offline on the case documents while you are in a country retreat. Once you return home, you can synchronize your work. Remote desktops can reduce productivity and make collaboration difficult. It's irritating, too. Remote desktop is now history.

Legal Tracker (formerly Serengeti Tracker) meets the complex needs of corporate legal departments. It is the industry's most robust e-billing, matter management, and analytics AI-powered solution, trusted by more than 1,600 corporate law departments across Fortune 500 and startup companies. Who uses Legal Tracker? 1,600+ corporate legal departments 100% of AmLaw 200 and Global 100 firms 66,000+ law firms and vendors 455,000 users in 220 countries