Related Products
|
||||||
Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Fortune 500/100/50 organizations, State Agencies, and thousands of independent law firms.
|
Audience
Forward thinking wealth management firms, including Family Offices, Private Banks, Trust and Corporate services firms, Accountancy and Legal firms looking to improve customer services and increase productivity.
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$0
Free Version
Free Trial
|
Pricing
£40/month/user
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationLOGICBit
Founded: 2009
United States
www.HoudiniESQ.com
|
Company InformationenSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
|
||||||
|
|
|||||
|
|
|||||
Categories |
Categories |
|||||
Legal Document Management Features
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Trust Accounting Features
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Claims Processing Features
Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration
Enterprise Legal Management (ELM) Features
Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics
Law Practice Management Features
Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Calendar Features
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
Legal Case Management Features
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
|
Legal Document Management Features
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Trust Accounting Features
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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
|
|||||
Integrations
Adobe Acrobat
Adobe Acrobat Reader
Gmail
Google Calendar
Microsoft 365
Microsoft Excel
Microsoft Office 2021
Microsoft Outlook
Microsoft Word
QuickBooks Online
|
Integrations
Adobe Acrobat
Adobe Acrobat Reader
Gmail
Google Calendar
Microsoft 365
Microsoft Excel
Microsoft Office 2021
Microsoft Outlook
Microsoft Word
QuickBooks Online
|
|||||
|
|