OnePractice Description
Automate, simplify and grow your business. Integrating Accounting Practice Management systems will give you stress-free, efficient Document Management with intelligent automation. OnePractice Document Management is a suite of cloud-based tools that are uniquely designed to help you save time, increase efficiency, and allow you to spend more time building client relationships and generating more income. The suite includes: Templates. Use live data from your practice management software to create beautiful documents and spreadsheets. A simple set of prompts will allow you to quickly access real-time data. Mail. With just a few clicks, you can easily save your emails and attachments from Outlook online and desktop to the client folders of your document center. Mail templates. Easy creation of emails with the ability to attach files from your document center. Use prompts to populate with live practice management data and input real-time data using prompts.
OnePractice Alternatives
DragDrop
We wanted to eliminate the slow process of getting an Outlook email into your document management system, ERP, CRM, or document management system. This would also help you avoid cluttering up your desktop with emails. DragDrop was created for Outlook. DragDrop for Outlook, an Outlook add-in, loads with your Outlook Desktop Client. It creates drag and drop functionality in background. It's simple and doesn't require any configuration. Companies are switching to Office 365 / Microsoft 365 to use Outlook Online - also known as OWA / Outlook Online – and we used a similar process. You can drag and drop an email or attachment from Outlook Online to another browser, explorer, and any other application that accepts file drops. It's now easier than ever to drag mails and attachments from Outlook to any location. Drag and drop!
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Docmo
Integrated governance ensures that the content produced is accurate and up-to-date. Automating exceptions allows your team to focus on high-value work. Instantly create custom templates. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Send emails with attachments. Configuration and customization for professionals. Noninvasive. No migration. Secure and HIPAA compliant. Docmo is a Microsoft Excel-based program that automates Word, Outlook and other tasks. Users don't have to learn a new program. Transform hours of work into minutes. No more double-entry. Any app can be used to pull content. Make sure that current templates, legal language, and data are used. You can easily revise documents that you have already prepared. Docmo documents are professional, current, and accurate. Log templates generated, revisions, user volume, etc. Relevant content, templates and calculations are automatically selected.
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Clipboard for Microsoft Outlook
Your calendar makes it easier to schedule appointments. Auto-fill meeting invites to include your conference details such as meeting location and conference bridge dialing instructions. Clipboard is an easy and quick Outlook add-on. Clipboard is easy to use and requires little or no training. With just one click, you can send pre-written emails and formatted emails. Clipboard is a great tool for managing canned responses of your call center team. Clipboard is an Outlook plug in, so you can use your existing email capabilities and all the time-saving features that Clipboard offers. Start right away with our free newsletter templates. Sample Outlook email templates are available for customer service, customer care, employee recruitment, newsletters, service status notifications and thank-you letters. Save time answering repetitive questions. You can reply to emails with canned answers. You can create, edit, organize, and find all your email messages, responses, attachments, and meeting information in one place.
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Orion
The Orion Practice Management System allows you to access critical information right from your computer. All you need to know about your company: Case Management, Docket and Calendar, E-Mails and Contacts, Communications, Financial Statistics, Client Documents, Communication, Communications, Communications, Financial Statistics, and Communication. Orion Practice Management is the first software that allows law firms to quickly and easily move from a large-picture view to the most minute details. This happens in real time and on-demand. The Orion Practice Management System does the information-gathering work, allowing you to quickly and efficiently check the pulse of the firm and its operations at any time.
Orion designed the Practice Management module to be flexible. Each user can create her profile and save it so that every time she logs into Orion, it knows how she wants to view the data. This allows users to choose which columns they want to see, how they sort in ascending and descending order, and where the borders are with each section.
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Integrations
Company Details
Company:
HubOne
Headquarters:
Australia
Website:
www.hubone.com
Media
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Product Details
Platforms
SaaS
OnePractice Features and Options
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