
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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DWR eDiscovery allows legal professionals to review, process, and produce documents that could be relevant to litigation.
Our Software and hosted Subscriptions offers a wide range of document review tools, including AI search, keyword search, keyword highlight, metadata filtering and marking documents. It also has privilege log, redactions and analysis tools to help users better understand their document corpus. These features can all be done by the user themselves, so they can do the standard eDiscovery tasks without consulting.
DWR eDiscovery offers subscriptions to both hosted and on-prem eDiscovery. DWR Pro desktop software can be downloaded to your computer or server. DWR Pro costs $1995per concurrent use license/year. Cloud subscriptions are charged per-GB for hosting and there are no hidden fees. The entry-level Single Matter subscription costs $10/GB/Month and has a minimum of $250 per month. Private clouds allow multiple matters and multiple users for no more than $4/GB/month moving quickly to $1/GB/month.
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Atlas eDiscovery Management
Atlas eDiscovery Process ManagementTM equips attorneys, paralegals, and discovery specialists with the tools needed to effectively oversee a robust and defensible workflow for legal holds. This platform enhances the efficiency of corporate legal departments by allowing them to engage outside counsel more strategically, utilizing electronic pre-interviews with custodians to minimize the volume of data necessary for collection and review. Additionally, it automates the exchange of discovery requirements and pertinent information between IT and legal teams, facilitating action item assignments, notifications, alerts, and the organization of work related to holds and data collections. By doing so, Atlas eDiscovery Process Management fosters a more trustworthy and defensible process record, ultimately leading to improved and cost-efficient legal outcomes. Furthermore, it enhances the management of custodians and data sources with greater accuracy and efficiency. The automation of hold publication significantly diminishes the need for manual interventions, hence reducing the likelihood of errors and streamlining the entire process. This innovation not only saves time but also ensures that legal teams can focus on higher-priority tasks, thereby improving overall productivity.
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Onit Legal Holds
Onit Legal Holds is a comprehensive solution designed to streamline and automate the legal hold process for modern organizations. It enables legal teams to issue notices, track custodian acknowledgments, and manage compliance in a centralized system. The platform automates key steps such as reminders and escalation workflows, ensuring that no responses are missed. It provides full visibility into legal hold activities, allowing teams to monitor progress and address potential issues proactively. Onit Legal Holds also captures detailed records, including responses and supporting documents, to maintain audit-ready compliance. Guided templates help users quickly launch new legal holds when litigation risks arise. The system ensures consistency and accountability across all stages of the process. By reducing manual effort, it improves efficiency and frees up time for higher-value work. The platform is designed to scale with organizational needs and handle complex legal environments. Overall, it helps organizations manage legal holds more effectively while minimizing risk and ensuring compliance.
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