Practice Manager ProLegal Interact
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SmartRIASmartria
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Related Products
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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.
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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.
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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
Medium to large law firms that need a comprehensive, legal-specific practice management and accounting solution to streamline operations, billing, and compliance
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Audience
Organizations that need an RIA compliance platform
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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
RZAR1200/per user/per month
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 InformationLegal Interact
Founded: 1982
South Africa
legalinteract.com/law-firms/medium-to-large-law-firms/practice-manager-pro-3/
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Company InformationSmartria
Founded: 2011
United States
smart-ria.com
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Categories |
Categories |
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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
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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
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Integrations
Matter Manager
Microsoft Outlook
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