iManage Integrations

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

Foxit PDF Editor allows you to edit, view, create, organize, share, collaborate, secure, OCR, export and esign your PDF documents. Suitable for both SMBs and Enterprise, across desktop, mobile and web-whether you’re at the office, home or on the go. Affordable and easy to use with a low learning curve, which is perfect for remote workers and global companies, who can share, collaborate and provide feedback 24/7, anywhere in the world. Foxit PDF Editor is suited for individuals and groups who have to create, review, edit, manage, share and secure PDF documents. Foxit PDF Editor Pro offers additional features, including editing, collaboration and security capabilities which are often required in larger sized companies.

Adobe Acrobat is an all-in-one PDF tool designed to enhance productivity and collaboration. It offers a full suite of features for creating, editing, converting, and sharing PDFs, ensuring that users can work efficiently across devices, whether on desktop, mobile, or through the web. Acrobat enables e-signatures, document security with password protection, and seamless document collaboration through online storage integration. Advanced tools like PDF comparison and text redaction make Acrobat a powerful solution for professionals looking to manage and secure their documents with ease.

Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.

Tungsten PowerPDF provides all the tools you need to create PDF files, convert them, edit them, share them, and esign. Tungsten Power PDF, an award-winning PDF Editor, is designed to be simple to use, secure and low cost. Enjoy a familiar Office-style interface to create, convert and compile your PDF documents within minutes. Power PDF offers advanced functionality, powerful redaction, and security for businesses and individuals of all sizes. Office-style interface optimized to work with Windows 10 desktop, Microsoft Surface, Mac OS Big Sur and Microsoft Surface. Create, edit, and convert PDF files into and from Word Excel PowerPoint JPG HTML and more. All the features are included in a single purchase. Add secure encrypted passwords, permissions and redact sensitive information and private metadata.

Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes.

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.

SimpleLegal is a modern platform for legal operations management that combines Matter and Vendor Management with e-Billing and Spend Management. It also provides business insight through robust Reporting and Analytics. SimpleLegal assists corporate legal departments to streamline and optimize their work processes and make better business decisions.

It's the best platform for building advanced enterprise-grade apps: surprisingly simple, fast, and fun. Betty Blocks, the Citizen Development platform Betty Blocks, is all about empowering a new generation and pushing the boundaries for what is possible with low-code and no-code. Digital transformation and business-led innovation. Mobile apps, (customer) portals, back office management, and everything in-between. Betty Blocks' ease-of-use platform supports any size or complexity of the applications that your organisation requires. 100% in the cloud. 100% Increasing the innovation potential of your organization.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Draftable Legal provides legal teams with fast, accurate redline comparisons, offering a cost-effective enterprise-grade solution designed for the legal industry. The platform supports a wide range of file formats, including Word, PDF, PPT, Excel, and even scanned documents, thanks to its built-in OCR functionality. Users and administrators can fully customize output results and manage preset profiles to meet their specific needs. Integration with file explorer, document management systems (DMS), MS Word, and Outlook makes it easy to review and export output, streamlining workflows. Developed in close collaboration with legal professionals, Draftable Legal was built to address their unique document comparison needs, ensuring high performance. The proprietary algorithm that powers Draftable delivers accurate detection of changes across various document types, making it an indispensable tool. Additionally, the platform offers expert customer support, ensuring a reliable and secure document comparison experience that legal professionals can trust. With this solution, legal teams can enhance efficiency and reduce the time spent on manual comparison tasks.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

LexWorkplace offers a comprehensive cloud-based solution for managing documents and emails specifically designed for law firms with 5 to 100 users. Its features encompass compatibility with both Windows and Mac systems, full-text search capabilities, optical character recognition (OCR), version control, integration with Outlook, as well as document tagging and profiling. This innovative software elevates law firm document management by gathering all matter-related materials—such as documents, emails, videos, audio files, and notes—into a single, easily accessible platform. Users can efficiently manage different versions of documents and create tags for better organization, while the automatic OCR functionality allows for quick searching and retrieval of necessary documents. LexWorkplace stands out as a powerful document management system that retains the user-friendly advantages of cloud technology. Transitioning away from traditional Outlook folders or Practice Management software for matter-related emails becomes effortless, as important emails can be directly saved to their corresponding matters without leaving Outlook. Additionally, users can easily save attachments and index their documents for streamlined searching across the platform, ultimately enhancing productivity and efficiency in legal practice.

Workstorm serves as an enterprise collaboration solution designed to enhance team productivity by enabling them to accomplish more in shorter timeframes. Developed by industry experts for their peers, this comprehensive and customizable platform integrates crucial collaboration features while ensuring robust data protection. It seamlessly incorporates various communication methods, such as messaging, email, video conferencing, calendar management, screen sharing, and file sharing, among others. While video conferencing is essential for remote team connectivity, maintaining high levels of productivity requires more than just visual interaction. Workstorm merges an extensive video conferencing system with essential collaboration tools, all within a singular, secure framework. It fosters connections with clients and colleagues who motivate and inspire you to excel in your work. By watching the video, you can discover how Workstorm simplifies and makes more cost-effective the management of your daily priorities. Moreover, it addresses the common issue of fragmented software tools that often consume valuable hours each week on trivial tasks, allowing teams to focus on what truly matters.

Uncover equips legal practitioners with cutting-edge AI tools tailored to their specific language, enhancing both precision and productivity, which enables them to dedicate more time to tasks that necessitate human insight. By lightening your workload, Uncover allows you to engage with more clients and fosters a healthier work/life balance. One of its standout features, Uncover Junior Lawyer, is engineered to revolutionize the way you manage and assess extensive document sets. It enables seamless navigation through time, giving you a clear grasp of your case essentials with all relevant summaries arranged chronologically, making it ideal for gaining a comprehensive overview and preparing effectively. In just seconds, Uncover's AI generates a chronological summary of facts, ensuring you are always aware of the timeline of events. Additionally, Uncover organizes your documents instantly, granting you enhanced oversight and control. It operates with the same intuitiveness as an iPhone, allowing you to quickly adapt and find what you need. Furthermore, the platform facilitates straightforward fact-checking, utilizing AI to locate sources and evidence efficiently, making your legal processes smoother and more reliable. This innovative approach not only streamlines your workflow but also empowers you to elevate your legal practice to new heights.

Lupl is an innovative cloud-based platform for legal project management that aims to optimize legal processes and foster collaboration among attorneys. It provides an extensive array of functionalities, such as task management, automated workflows, and smooth integrations with pre-existing tools, allowing legal teams to handle their cases effectively within one consolidated interface. Users of Lupl can easily assign tasks, prioritize them, and maintain an equitable workload, which enhances transparency regarding the status of each matter and upcoming deadlines. The platform's adaptable workflows empower teams to outline specific steps, responsibilities, and timelines for different matters, while also monitoring their advancement in real-time. Additionally, Lupl promotes efficient knowledge management by allowing firms to convert their playbooks into readily accessible templates, which streamlines workflows and minimizes the time spent searching for information. Available on any device, Lupl guarantees that legal professionals remain connected and organized, whether they are working from their office or while traveling. This versatility makes it an indispensable tool for modern legal practice.

Cleardox provides an advanced redaction tool that automates the identification and anonymization of sensitive data found within various documents. This software creates a collaborative environment that optimizes document workflows, allowing users to easily redact personal information, including names, addresses, and phone numbers. By utilizing Cleardox Redact, organizations can bolster data security by simplifying the anonymization process, which in turn lowers the likelihood of data breaches and curtails human mistakes. The platform is well-suited for team-oriented settings, as it integrates seamlessly with document collaboration, review, and management tools. A standout feature is Cleardox AI, which fully automates the anonymization of extensive document collections. Furthermore, it adheres to privacy regulations by securely handling sensitive data and automatically deleting documents after a 30-day period to enhance security measures. Ultimately, Cleardox’s solution aims to remove the tedious and error-prone elements associated with traditional manual anonymization, thereby improving the overall user experience in document management. This innovative approach not only saves time but also instills confidence in the handling of sensitive information.

Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.

Soutron is a provider of cloud-based Records Management and Information Management Solutions. Soutron is a client-driven business with award-winning leadership. We partner with information centres around the world to help them transition from analog to digital technologies.

Soutron's Legal Library Management Solution is designed to manage information assets within a law firm. All data and transactions are secured in one database that is fast, integrated, and customisable for law libraries of any size. Available as a fully managed cloud-based or local solution. Multi-currency and multi-language support for your offices and locations around the world. Globally, used by top law firms. Visit our website to learn more.

RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out. RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates. RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny.

Proventeq focuses on transitioning from outdated Enterprise Content Management (ECM) systems to contemporary Content Service Platforms (CSPs), advanced information management solutions, and Digital Experience Platforms (DXPs). We are firm believers that exceptional outcomes are rooted in strong partnerships. Our method relies heavily on close collaboration with our clients to meet their objectives, which is fundamental to what we do. We engage with both public and private sector organizations from various industries around the globe. The process of moving content from an old system to a new one can be intricate, expensive, and potentially lead to significant operational disruptions. Therefore, content migrations necessitate thorough consideration, meticulous preparation, and strategic planning. Selecting the appropriate migration tool is essential, as it can ultimately determine whether a project succeeds or fails, highlighting the importance of informed decision-making in this critical process. Each migration journey presents its own set of challenges that require tailored solutions to ensure a smooth transition.

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.

Fasoo Enterprise DRM (Digital Rights Management) is a comprehensive data security solution designed to protect sensitive information throughout its lifecycle, whether at rest, in transit, or in use. It enables organizations to maintain control over critical data with features like granular permission management, centralized policy enforcement, and persistent file control. These capabilities ensure that files remain secure, even when shared externally or stored on third-party platforms. Real-time monitoring and detailed audit logs provide visibility into file activity, enabling organizations to detect and address potential risks before they escalate. Fasoo Enterprise DRM supports compliance with regulations such as GDPR, HIPAA, and CCPA, offering tools to simplify data governance and reduce the risk of fines or legal issues. With its ability to mitigate insider threats and prevent unauthorized access, Fasoo empowers businesses to safeguard intellectual property, protect customer data, and maintain trust with stakeholders. It’s ideal for industries like finance, healthcare, manufacturing, and government, where data security and regulatory compliance are critical.

Having an extensive content repository is beneficial, but its true value diminishes if teams fail to utilize it effectively. Repstor affinity™ addresses this challenge by transforming Microsoft Outlook into the primary interface for content management. Since it is a platform that teams interact with daily, it eliminates the need for them to alter their existing workflows. As a result, this encourages a significant increase in the likelihood that they will consistently archive client-related and project-related content and communications in a location that is readily accessible—the centralized content management repository. Unique in its offering, Repstor affinity™ provides a genuinely native integration with MS Outlook, delivering a smooth user experience for email and document management, regardless of whether users are online or offline. The process of filing emails and content occurs seamlessly in the background, allowing users to effortlessly categorize hundreds of emails associated with projects, cases, or clients simultaneously, all while continuing their work as the emails are uploaded to the content system without interruption. This innovative approach not only boosts productivity but also enhances collaboration within teams, ensuring that vital information is easily accessible whenever needed.

YSoft SAFEQ lowers overall print services infrastructure costs and operating expenses, increases document security, and improves workflow efficiency. YSoft SAFEQ was designed as a platform for software development. Today, the platform offers three main product areas: Document Capture, Print Management, 3D Print Management, and Print Management. Highlights include user authentication and pull-printing, comprehensive reports, automated scan workflows that use optical character recognition, mobile printing, rules based printing, and pay-to print services. YSoft SAFEQ can be purchased as software modules or as a complete software suite. This allows you to pay only for the features you need and allows you to add more in the future.

Bigle is an innovative legal tech company. It offers 4 products in its software suite: Bigle CLM (a legal AI), Bigle Sign, and Bigle Academy. The company's goal is to streamline legal operations for companies, improve security and minimise the risk of legal contingencies. The platform allows professionals the ability to create documents automatically, share them with others for review, validate in real time, collaborate virtually, and negotiate. It also has its own electronic signing. Bigle has created a generative artificial-intelligence assistant, Libra. It is connected to the CLM platform developed for legal departments. Libra is an expert on the legal field, and offers a secure, confidential environment. The technology company is a leader and pioneer in the field of document automation without codes. It has a global reach and clients such as large corporations and law firms.

MatterAlert is a powerful matter portal and a and docketing, and tickler system designed to help legal teams manage all matter related information seamlessly in one platform. The right docketing system makes it easy to keep track of all critical dates across all matters so that you never miss any deadlines. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

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.

Streamline your paper or digital PDF workflows by utilizing the only software specifically designed to measure, evaluate, annotate, and stamp digital blueprints and drawings. This innovative solution leads to enhanced productivity for planning and construction teams, quicker decision-making for applicants, reduced costs, and better information management for local councils, ultimately benefiting the entire community. Tailored for the needs of planning and building professionals, this software provides an array of tools necessary for assessing, comparing, annotating, and approving digital designs. Users can effortlessly conduct and monitor intricate measurements with remarkable speed and accuracy, enabling complex calculations to be completed in mere seconds. The software allows for the scaling of plans and the execution of addition, subtraction, and percentage calculations across several pages simultaneously. You can also select multiple measurements for rapid total calculations, as well as toggle visibility for specific measurements. Additionally, the floating measurement panel helps you stay organized by keeping track of your measurements, while tags facilitate the easy grouping of similar measurements, streamlining your workflow even further.

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.

Contract Express is an innovative software solution that enables our clients and their customers to quickly create, approve, negotiate, and finalize a wide range of documents using plain language automation. Its user-friendly markup features, along with compliance and relevance tools, streamline the drafting process, allowing users to devote more time to important tasks. The software seamlessly connects with platforms such as Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Setting up and installing Contract Express is straightforward and does not require extensive technical knowledge. Our dedicated document automation experts are available to support you throughout the implementation phase. Additionally, Contract Express offers an easy-to-use self-service questionnaire for business users, guiding them in contract creation with predefined questions and notes established by document owners. Once a document is completed, it is sent to designated legal and/or business approvers via an alert email, ensuring a smooth review process. This comprehensive approach enhances collaboration and efficiency within the organization.

uniFLOW provides a comprehensive printing and scanning solution that encompasses features like job re-routing, web submission, workflow automation, and batch processing, among others. Its primary objective is to help organizations enhance efficiency and save costs by implementing robust management controls over their printer and multifunction printer (MFP) and scanner arrays. The solution's modular architecture allows it to adapt seamlessly to varying organizational sizes and can be tailored to meet unique requirements. By integrating uniFLOW into your document management processes, you can significantly boost the operational control and efficiency of multifunctional devices (MFDs). This adaptable and configurable solution is well-suited for a diverse range of organizations, including large corporations, small businesses, educational institutions, local government entities, and in-house print facilities. Furthermore, uniFLOW assists in lowering expenses, bolstering document security, enhancing worker productivity, and aiding in the achievement of sustainability objectives. Overall, adopting uniFLOW can transform how your organization manages its printing and scanning operations while aligning with broader business goals.

Introducing LawPort, an advanced legal intranet software and SharePoint Accelerator designed to enhance your law firm’s investment in information resources. This solution aligns seamlessly with attorney workflows and integrates effortlessly with essential finance, document management, and CRM systems. LawPort transforms the accessibility and management of knowledge resources, delivering comprehensive business and practice advantages from the desktop to backend operations. With features tailored for legal information professionals, it provides a professional, agile, scalable, and competitive knowledge management platform at an affordable cost, eliminating the need for significant capital outlay and ongoing operational support. This allows law firms to optimize their limited IT resources effectively. Crafted specifically for the legal sector, LawPort is built on a profound understanding of attorney workflows and is compatible with critical firm systems like Elite, iManage, and Interaction, ensuring that legal practices can thrive in a competitive environment. By choosing LawPort, firms position themselves for enhanced productivity and streamlined operations.

CAM addresses the difficulties associated with multiple collaboration platforms, alleviating risks and lowering costs, which simplifies the processes of data provisioning, classification, protection, movement, and minimization specifically for project and relationship-oriented organizations. Furthermore, CAM enhances the management and governance of data, ensuring it remains accessible, secure, and compliant with regulations. By reducing the disarray of data distributed across various systems, it helps users effectively organize documents while allowing risk management teams to grasp the necessary context. Users can swiftly set up Teams, Channels, workspaces, folders, and documents through automated processes or manual workflows. Adding comprehensive metadata empowers end users to efficiently find data and assists risk management teams in comprehending document relevance. Additionally, CAM provides standardized naming templates tailored for different groups and teams, thereby improving data organization. Ultimately, it revolutionizes data protection strategies, allowing for the efficient management of both internal and external users and groups, assigning appropriate roles and permissions, and facilitating the granting of access or restrictions as needed. This comprehensive approach cultivates a more structured and secure data environment.

Confidentiality Manager allows organizations to establish ‘need-to-know’ security protocols and ethical barriers without disrupting their daily operations. With its powerful self-service capabilities, top-notch notifications and acknowledgements, along with a design that integrates multiple systems, it stands out as the premier option for firms eager to adhere to client security, regulatory, and ethical requirements in environments where sensitive data is handled. As demand from clients rises and industry regulations tighten, transitioning away from an ‘open access’ model can pose significant challenges for firms. The responsibility of maintaining proper security can heavily strain IT, Risk, and legal teams, leading to concerns among matter teams about their access to crucial information. Prosperoware effectively addresses this dilemma, alleviating the pressure on IT and Risk departments, while empowering users with distinctive self-service functionalities. This not only mitigates risk and lowers support costs but also enhances user adoption and promotes greater productivity in the workplace. Moreover, with the right tools in place, firms can strike a balance between security and accessibility, paving the way for efficient operations.

Streamline cumbersome paper processes by employing automated data capture, optical character recognition (OCR), data extraction, secure routing, and fax services all from a single platform. This system allows for the automatic identification and extraction of information from documents, significantly reducing the need for manual data entry, bolstering accuracy, and providing vigilant monitoring for potential security threats effortlessly. Focus on maintaining data integrity through robust features such as encryption at rest, ongoing content monitoring, and data loss prevention, ensuring compliance with important regulations like HIPAA and PCI DSS. Transition away from outdated hardware by adopting cloud fax services or initiating a hybrid fax solution, which can reduce expenses, eliminate maintenance issues, and support a remote working environment. Enhance multi-function printer (MFP) devices with new user interface buttons, which can even prompt for critical data tailored to your organization's workflows. Upland AccuRoute provides versatile capture, faxing, and delivery options tailored to your needs, whether you prefer on-premise, cloud, or hybrid solutions. Additionally, this system facilitates the secure capture and transmission of sensitive patient information and records, reinforcing the importance of data protection in healthcare settings. By integrating these innovations, businesses can significantly improve efficiency while safeguarding vital information.

Revolutionary cloud-based document capture solutions come equipped with features for routing and faxing, significantly enhancing operational efficiency through automatic document classification and data extraction that seamlessly integrates with any application. Equip your workforce with the ability to process documents in the cloud, allowing them to direct content into tailored workflows or business systems with ease. Optimize and scrutinize your document data using adaptive workflows and centralized dashboards for better oversight. Remote employees can capture documents and images using any device while easily directing them to workflows via our intuitive, universally accessible interface. By implementing automated data extraction and robust quality control measures, the need for manual data entry is minimized, thereby decreasing the likelihood of misfiling crucial information. You can scale your usage according to your needs, with the assurance that our infrastructure is designed to grow alongside your expanding business requirements. Our cutting-edge capture technology leverages machine learning capabilities that enhance image capture and boost data accuracy at each stage of the process, ensuring reliable outcomes for all users. This adaptability not only fosters a more productive environment but also streamlines document handling across diverse platforms.

Enhance your operational efficiency and oversight while reducing expenses with remarkable speed and simplicity. Leverage a robust legal management solution that has already demonstrated its effectiveness among legal experts. Legal teams that depend on various fragmented internal systems, applications, and spreadsheets for tracking matters, invoices, and documents risk squandering up to 10% of their time on menial administrative duties. Specifically crafted to address this challenge, LawTrac is straightforward to implement and embrace, offering comprehensive visibility into matter management and expenditure data right from the start. Our unwavering dedication to client success ensures that your legal department will enjoy the greatest advantages in the shortest possible timeframe. By integrating essential legal operations into a sleek modern interface, LawTrac boosts efficiency and fosters engagement across the entire legal team. Users can easily access all matter-related information, including status updates, involved parties, significant events, documents, and tasks, creating a streamlined workflow that empowers legal professionals. Ultimately, adopting LawTrac not only simplifies processes but also equips your team with the tools needed to focus on high-value work.

By integrating FuseDocs with your practice management and document management systems, you can compile an entire annual report package in just seconds. This allows you to establish uniform procedures across various teams or locations while creating professional report packages that are user-friendly for your clients. While electronic documents form the backbone of your operations, your team shouldn't waste time generating them when they could be concentrating on more important tasks. You likely have numerous ideas for process enhancements within your firm, particularly in response to the rapid changes and the pressing demand for digital transformation. The challenge lies in determining which improvements to prioritize. Over the past year, we've received substantial feedback from clients indicating a desire for increased automation within workflows, particularly in the areas of reviews, approvals, and finalization. In response to this input, we have developed our new Workflow feature, designed specifically to streamline these processes and enhance overall efficiency. Ultimately, embracing this innovation can significantly elevate the productivity of your team while ensuring high-quality document management.

Peppermint CX365, developed on the Microsoft Dynamics Industry Application Platform, offers a comprehensive array of legal service applications that cater to the needs of high-performing legal enterprises. It improves visibility and control while allowing for more efficient allocation and management of tasks. By creating streamlined processes, it enhances productivity and quickens legal workflows. The platform is designed to enrich client experiences, setting firms apart in a competitive landscape. Through a robust CRM, it helps identify, manage, and optimize growth opportunities for legal practices. Tailored specifically for the legal industry, it incorporates mobile functionality to foster user engagement and promote a customer-centric approach within the organization. It enables effective management of client relationships, bids, tenders, and marketing initiatives seamlessly. Furthermore, it includes extensive transaction and legal accounts capabilities to ensure smooth financial account management. Users benefit from detailed, customizable real-time reports and dashboards that provide profound insights into time and cost metrics, ultimately empowering firms to make informed strategic decisions for continuous improvement. With these tools, legal businesses can not only enhance their operational efficiency but also maintain a competitive edge in the industry.

The EzeScan Application, along with its Survey Forms Data Extraction solution, offers a way to automate the capture of forms, significantly minimizing the need for manual data entry and, in many cases, completely removing it. This efficient tool features a fast interface that facilitates the extraction and verification of data from documents. Additionally, its exception workflow mechanism ensures that mandatory fields are adhered to, providing clean output data that can be exported in various file formats or integrated into many widely used databases. For records professionals, EzeScan alleviates the challenges of accurately and efficiently capturing vital information. Serving as a batch capture tool, it proves beneficial for managing considerable volumes of both paper-based documents and digital files, including corporate emails. Whether capturing physical documents from a multi-function device (MFD) or registering digital files, EzeScan empowers your staff to seamlessly capture and store documents directly into your business processes from any location. Ultimately, this streamlined approach enhances productivity and ensures data integrity across your organization.

Global leader in contract creation and end to end contract lifecycle management (CLM), solution. AI-driven tooling and contract administration for all types of contracts, simple and complex, available. It is easy to use, no code, and fast implementation. Weagree is used by major multinational law firms and law firms to create, negotiate, and collaborate on contracts. It helps to accelerate contracting and minimize risk, transform contracts into operational business intelligence drivers, and accelerates contracting. It provides an end-to-end contracting platform that includes contract automation, contract management, project management and contract approval workflows. Weagree offers user-based licenses. The Weagree Wizard is security-oriented. It has advanced API options, authentication technologies, and semi-automated tooling for migration of existing CLM and entity management.

With the implementation of predictive DMS filing, ZERO for Desktop seamlessly integrates into the daily routines of knowledge workers. By ensuring that all data remains within the network, users can maintain security and compliance, effectively mitigating the risks associated with cloud vulnerabilities. The time gained from automating routine administrative tasks can be redirected towards more valuable work, fostering an improved work-life balance. Additionally, this approach significantly decreases the amount of non-billable hours dedicated to administrative responsibilities, allowing each timekeeper to recover an impressive average of $15,000 in lost revenue annually. ZERO not only identifies and accurately predicts the appropriate filing location for emails within your DMS but also offers the flexibility to file emails individually or in batches. Users can flag email threads, enabling the automatic filing of all future related emails, while also marking previously filed emails to prevent duplicates. Furthermore, ZERO enhances email management by classifying messages by client or matter, ensuring that the most relevant content is prioritized and easily accessible at the top of your inbox. This streamlined process not only boosts productivity but also empowers users to focus on their core responsibilities more effectively.

Epona365 is your comprehensive answer for managing documents and emails effectively. Built on the robust platforms of Microsoft 365 and SharePoint, it is specifically designed for the needs of legal professionals and in-house counsel. With Epona365, you can collaborate effortlessly and arrange vital information from virtually any device or location. This innovative solution consolidates your diverse data into a centralized hub that is easily accessible through Outlook or Teams. Ultimately, it enhances your daily processes for a smoother workflow, enabling you to leave behind disorder and embrace heightened productivity, while also empowering your team to work more cohesively and efficiently.

iTrain ALI provides on-demand training assistance for you and your team, ensuring that support is readily available while also actively engaging with your personnel to enhance learning and facilitate communication during transitions. This dynamic tool integrates seamlessly with your existing systems, empowering your team to operate more efficiently, effectively, and with reduced stress levels. Designed for straightforward implementation and tailored to fit your unique operational needs, iTrain ALI responds to critical inquiries from all end users within law firms and grants immediate access to training resources. With top-tier, frequently updated content just a click away, the backing provided to your internal support teams is incredibly beneficial. As a cutting-edge AI Chatbot, iTrain ALI is specifically crafted to deliver real-time training opportunities to your staff as required. By utilizing ALI, your employees can easily find guidance for their "How do I?" questions, receiving targeted answers and relevant content based on their input. This innovative approach not only enhances individual performance but also fosters a culture of continuous learning within your organization.

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.

BigHand Metadata Management serves as an essential tool for law firms aiming to sanitize legal documents, effectively managing files in Word, Excel, PowerPoint, PDF, and various media formats throughout different stages of their workflow. This innovative solution empowers users to automate the process of metadata elimination, customize diverse levels of metadata oversight, and safeguard team members from inadvertent breaches of confidentiality that could lead to serious business repercussions. Teams are provided with a unified view of all metadata through a single panel, where they can establish global configurations and disseminate them to all users seamlessly. Users will receive notifications to clean documents before they are shared externally, triggering a panel that prompts them to choose the desired degree of metadata removal. Moreover, organizations can tailor specific settings for different departments or individuals to address unique needs effectively. Additionally, the tool integrates flawlessly with widely used email applications and document management systems, enhancing overall efficiency and security in document handling. With these features, BigHand not only streamlines compliance but also fosters a culture of diligence in managing sensitive information.

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.