Related Products
|
||||||
About
Digitize your matter management with organized files, integrated client SMS, and client portal. Stay on track with integrated task management. Assign tasks on the go, or create custom task flows. Integrated calendar, automatic notifications, and conflict alerts keep your firm on point. Built-in analytics help you track payments, billables, deadlines, campaigns, productivity, and more. Streamline intake and automate follow ups so you can save time, strengthen your professional network, and provide a better client experience. Our pages are just as responsive on mobile devices, allowing customers to handle their business on the go. We keep it KISS (Keeping It Simple & Satisfying). Get started in no time and spend zero time on training. No learning curve and complex workflows to keep life simple. Increase team efficiency by collaborating on tasks, Events, documents and matters.
|
About
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.
|
|||||
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
Law Practice Management solution for law firms
|
Audience
Lawyers wanting a tool to optimize their practice and meet the needs of their clients
|
|||||
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
$12 per user per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationSheriasoft
Founded: 2013
Kenya
sheriasoft.com
|
Company InformationSlatewell
Founded: 2021
United States
www.getslatewell.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
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
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|