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About

See the summary of a client matter on a single, visual screen. Access key documents from any computer, smartphone, or tablet. Track and delegate key tasks to meet court deadlines. Monitor the progress and status of every active matter. Get closer to your clients and boost billable hours. View a visual, up-to-date single-screen summary of your project. Assign and track deliverables with tasks linked to content. Bring together your customers, partners, and vendors. Store, discuss, search & share text, files, and documents. Every file you need is accessible by computer, .smartphone, or tablet. Secure legal collaboration without servers or programming. Search across all matters and within all documents. Customizable to your standard legal process. More organization - more security, comprehensive security, access control, and centralized administration and control.

About

Streamline your work flow, manage your servers and improve customer relationships all within one concise system. Eliminate countless hours of paperwork and reduce mistakes to help you to run a more efficient process serving business. Ready to go on Day 1 with built in affidavits and reports. Process Organizer allows law firm clients to send process servers additional jobs, with service documents attached. Through the client portal, multiple processes can be viewed at once, including status reports and scanned-in documents. Process Organizer can also send automatic email notifications to notify clients that a process has been served and include attached signed affidavits. Process servers can complete all the details of their work orders right from their device using an entry screen that is designed for ease of use for someone on the go. Dropdown selection where appropriate makes for fast and consistent entry.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a solution to manage their clients and boost billable hours

Audience

Companies looking to streamline work flow, manage servers and improve customer relationships all within one concise system

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

$40 per month
Free Version
Free Trial

Pricing

$90 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PBworks
Founded: 2005
United States
www.pbworks.com/legal.html

Company Information

Process Organizer
Founded: 2014
United States
www.processorganizer.com

Alternatives

Alternatives

Paper Tracker

Paper Tracker

Caffeine Code Inc.
Process Server's Toolbox

Process Server's Toolbox

DreamBuilt Software

Categories

Categories

Integrations

Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
Windows 10
Windows 7
Windows XP

Integrations

Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
Windows 10
Windows 7
Windows XP
Claim Process Organizer and update features and information
Claim Process Organizer and update features and information