Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Filevine, powered by LOIS (Legal Operating Intelligence System), is an advanced AI-native platform designed to transform how legal teams manage their work. It provides a single source of truth by unifying data, documents, workflows, and team collaboration in one system. The platform enables legal professionals to perform tasks such as fact verification, deposition preparation, and case management with greater efficiency. LOIS leverages contextual intelligence to analyze the full scope of legal matters, delivering precise insights and recommendations. It includes features like document management, contract management, billing, time tracking, and analytics to support end-to-end legal operations. The system automates workflows and connects information across cases, reducing manual effort and improving consistency. Its agentic capabilities allow the platform to plan, act, and adapt to achieve specific legal outcomes. Filevine is designed to enhance visibility and decision-making across organizations. It supports both enterprise and government use cases with scalable infrastructure. By integrating intelligence into daily workflows, it improves productivity and operational efficiency. Ultimately, Filevine helps legal teams work smarter and deliver more effective results.
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Prevail
Prevail provides a robust platform tailored for legal practitioners, featuring solutions designed for remote, hybrid, and in-person court proceedings. It delivers instant AI-generated rough transcripts alongside prompt certified transcript services. The platform includes integrated tools for managing presentations and exhibits effectively. Additionally, it boasts powerful capabilities for searching and reviewing both transcripts and documents. Our unique scoping and certification process allows court reporting staff to efficiently verify records, granting you immediate access to a searchable rough transcript. With advanced AI technology, we simplify the extraction of essential information from both rough and certified transcripts, which significantly cuts down on preparation time and improves case analysis. Prevail also offers extensive transcription and translation services for both audio and video formats. We adeptly manage projects of any scale with a commitment to speed, accuracy, and security, accommodating more than 90 languages for diverse legal needs. This extensive range of services ensures that legal professionals can operate more efficiently and effectively in today's fast-paced legal environment.
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vTestify
vTestify is a comprehensive legal platform specifically designed to enhance the digital experience and elevate legal proceedings beyond traditional methods. Users can effortlessly utilize a range of tools for virtual and hybrid hearings through our secure, cloud-based interface that is accessible via a single link. The platform features an integrated exhibit management system that simplifies the process for court reporters and attorneys to upload, preview, share, stamp, and annotate digital exhibits seamlessly. This all-in-one solution combines video attendance with exhibit management, incorporating industry best practices while aligning with existing workflows. Tailored for various legal proceedings including mediations, remote dispositions, and pre-trial testimonies, vTestify provides a secure and efficient way to conduct virtual legal matters. Moreover, utilizing video testimony enhances the quality of evidence significantly when compared to relying solely on written transcripts. This innovative approach not only streamlines the process but also strengthens the overall integrity of legal documentation.
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