Sheriasoft vs. Upfront New Business Intake Comparison Chart

Lexion is a powerfully simple contract management platform that helps every team do more business, faster, by streamlining and centralizing the contracting process in a system that works the way you do. Manage all your end-to-end dealmaking operations from one centralized dashboard, with simple email-driven intake and workflows any team can use instantly, intuitive no-code automation to streamline processes and workflows, and industry-leading, practical AI that can read contracts to automatically track key terms, generate reports, and more. We built Lexion at Microsoft co-founder Paul Allen’s artificial intelligence research institute (AI2). With a top-notch and experienced team from Microsoft, Facebook, Google, and Amazon, we built a company that CB Insights ranked the #1 most promising AI legal tech startup in the world two years in a row, and which top AI investors (including A16Z, Sequoia, and Goldman Sachs) voted one of the top 40 Intelligent Applications to watch in 2022.

Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.

DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Unlock the full potential of your team with Worksection, the ultimate online project management tool designed to streamline workflows and supercharge collaboration. Tailored for small to medium-sized teams, its intuitive interface ensures everyone, from tech newbies to seasoned pros, can hit the ground running. Join over 1,600 forward-thinking marketing agencies, design studios, software developers, law firms, and architectural offices already transforming their businesses with Worksection. If you bill by the hour, this is your secret weapon. Tackle complex projects effortlessly with built-in time tracking, efficient task management, Gantt charts, Kanban boards, and a hub for all your communications. Dive into detailed reports that offer deep insights into your team’s performance, empowering you to make smart, data-driven decisions. And when you need it, rely on our friendly support to keep you moving forward. Transform how you manage projects today with Worksection.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders.

actiTIME is time tracking software that allows businesses to manage time, projects, teams and clients in a single place. - Control your projects’ health using estimates, deadlines, task boards and statuses - Get project analytics and ready-to-use accounting reports by tracking billable and non-billable tasks with user- and task-specific rates - Review individual and team performance using productivity reports - Customize data fields and work structure to fit your business needs - Never miss deadlines or overrun time and cost budgets with notifications and reports Choose between cloud and on-premises software. Join 10,000+ companies like DHL, Huawei, Philips, Xerox and University of Bristol - start a free 30-day trial (no credit card required).

Datasite Diligence is the premier sell-side virtual data room. Where maximum security meets seamless collaboration. Leverage our experience, knowledge, and best practices for your benefit. Dive into due diligence with complete confidence. Save weeks of effort with our suite of tools built for real-life M&A challenges. Everything flows intuitively, while end-to-end support ensures that nothing slows you down. Use AI document management, embedded trackers, and granular permissions to enjoy seamless, secure collaboration. Work from anywhere with our mobile app. Keep the deal on track with real-time analytics and a Q&A hub. Close each deal faster and move on to the next.