Practice Manager Pro

Practice Manager Pro

Legal Interact
SmartRIA

SmartRIA

Smartria
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About

Practice Manager Pro is a cloud-hosted practice management and accounting system designed to help medium to large law firms run a profitable and compliant legal operation. It goes beyond traditional practice management by combining open-item billing with full integrated accounting, creditors management, real-time financial dashboards, automated invoicing, bank statement imports, timesheets, work-in-progress (WIP) billing, matter and document management, and compliance-ready reporting into a single platform. Practice Manager Pro delivers financial visibility and operational control with features such as Outlook integration and support for legal-specific workflows, enabling firms to manage every aspect of their business from billing and payments to compliance and time tracking. Practice Manager Pro is built for multi-user, multi-branch firms with options for cloud-hosted or on-premises deployments and local support.

About

Our advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. SmartRIA helps firms like yours thrive. Need a solution that oversees hundreds of professionals and grows with you? SmartRIA is the most scalable RIA compliance management platform in our industry. Be confident that your cyber-defense policies and operations will protect the sensitive client data your firm is entrusted with thorough professional testing and documentation. Use Smartria to implement solid documentation strategies and a culture of compliance to ensure that your processes are the most efficient and transparent they can be. The Smartria platform is a powerful RIA compliance management tool that is already assisting more than 2,400 firms.

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

Medium to large law firms that need a comprehensive, legal-specific practice management and accounting solution to streamline operations, billing, and compliance

Audience

Organizations that need an RIA compliance platform

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

RZAR1200/per user/per month
Free Version
Free Trial

Pricing

No information available.
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

Legal Interact
Founded: 1982
South Africa
legalinteract.com/law-firms/medium-to-large-law-firms/practice-manager-pro-3/

Company Information

Smartria
Founded: 2011
United States
smart-ria.com

Alternatives

Practice Manager

Practice Manager

Legal Interact

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
RazorLex

RazorLex

PracticeLeague Legaltech
Advolux

Advolux

Haufe Lexware GmbH & Co KG
SIMON

SIMON

SIMON Markets

Categories

Categories

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

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

Integrations

Matter Manager
Microsoft Outlook

Integrations

Matter Manager
Microsoft Outlook
Claim SmartRIA and update features and information
Claim SmartRIA and update features and information