Document.do

Document.do

Cloufi Technologies
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About

Are you looking for easy-to-use Salesforce Documents generating applications? Fully integrated with Document Generation Software, Document.do this application can create rich PDFs or Salesforce Docs files within minutes. Let’s hear about its top features! Top Benefits of Using Salesforce CRM Document Generation Software: 1. Pre-Designed templates 2. Editorial Capabilities 3. Easy Integration with Google Chrome 4. Automated Several Document-Related Tasks 5. Generate Report Documents 6. Quick Sharing On Cloufi’s, Document.Do is the best Document Generation Software available online, offering a quick and effective onboarding solution with its responsive process builder and document editor. You Can generate essential business documents, i.e. invoices, contracts, reports, and agreements.

About

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. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Salesforce users and software developers

Audience

Law firms, Legal Departments, Government Agencies, Nonprofits

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

Contact us
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Cloufi Technologies
Founded: 2017
United States
cloufi.com

Company Information

Litify
Founded: 2016
United States
www.litify.com/

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Categories

Categories

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management Not Supported
Document Management Supported
eDiscovery Not Supported
Legal Automation Supported
Legal e-Billing Supported
Legal Spend Management Supported
Matter Management Supported
Reporting / Analytics Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Legal Spend Management Features

Analytics / Reporting Supported
Budgeting & Forecasting Supported
Financial Controls Supported
Insurance Claims Defense Supported
Invoice Review Supported
Legal e-Billing Supported
Matter Management Supported
Outside Counsel Management Supported
Relationship Management Supported
Strategic Planning Supported
Vendor Management Supported

Integrations

Salesforce Supported
8am LawPay Not Supported
Alert Communications Not Supported
Case Status Not Supported
CaseworksPro Not Supported
Docufree Not Supported
Docusign Not Supported
ECFX Notice Not Supported
Google Calendar Not Supported
Lexamica Not Supported
Microsoft Outlook Not Supported
NetDocuments Not Supported
Proof Not Supported
QuickBooks Online Not Supported
Quilia Not Supported
Steno Connect Not Supported
Steno Court Reporting Not Supported
Titan Not Supported
eLaw Not Supported
iManage Not Supported

Integrations

Salesforce Supported
8am LawPay Supported
Alert Communications Supported
Case Status Supported
CaseworksPro Supported
Docufree Supported
Docusign Supported
ECFX Notice Supported
Google Calendar Supported
Lexamica Supported
Microsoft Outlook Supported
NetDocuments Supported
Proof Supported
QuickBooks Online Supported
Quilia Supported
Steno Connect Supported
Steno Court Reporting Supported
Titan Supported
eLaw Supported
iManage Supported
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