DocuPlayerDocuPlayer Communications
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Obsidian SmartDocsObsidian Suite
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Related Products
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About
Communication. lawyers clients. Start sharing information with clients in a way they can understand. Legal concepts and procedures are confusing. DocuPlayer adds your audio explanations to your documents so clients can replay and consider your advice at their own pace. As lawyers, we struggle to communicate with clients. Good client communication is essential. DocuPlayer is more practical than phone calls and more secure than emails. Made by lawyers for lawyers. Necessity is the mother of invention and innovation. When a client with a complex customer agreement struggled to understand the terms he had to sell, we created an explanation he could replay. His response surprised us - he now understood his contract. Out of curiosity, we tried it with a litigation client's settlement agreement. The client raved that it was so much easier to understand. Each time we used it in a new situation, the response was overwhelming gratitude. We made their role as clients easier.
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About
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Lawyers that need a communication tool to create videos of their advice and analysis for clients
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Audience
Investment firms and traders seeking a solution to manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocuPlayer Communications
United States
docuplayer.com
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Company InformationObsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Docusign
Obsidian Suite
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