Business Software for Clio - Page 2

Text Request is the business texting platform built to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the noise and connect with customers whenever you want, wherever you work. Text Request is designed to scale with you, from one person handling a few conversations, to thousands of employees sending millions of messages, to custom solutions built on our API. Learn more about how we help busy business leaders like you with conversational texting and customer engagement on our website. The text messaging service crafted to cut through the noise, so you can connect with customers anytime, anywhere.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.

Reach new customers and increase sales, affordably. Get the all-in-one marketing platform you need to grow your business and a team of experts doing the work for you. Join thousands of companies that trust and use our marketing solutions on a daily basis. Get all the tools you need to create online marketing campaigns to boost sales and generate leads. Beyond all the tools, you can also get your own expert Marketing Team of copywriters, Facebook Ads and Google Ads Experts, designers, video editors, SEO specialists and more – all working towards your business goals. Build your dream website with the best website builder for small businesses. Use the builder’s powerful marketing tools to create a website that attracts more traffic and increases conversions.

Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.

For more than a decade, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.

Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.

LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.

Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

Easily manage accounting processes with InvoiceSherpa, a cloud-based accounting platform. InvoiceSherpa allows users to manage payment processing, customer portal, accounts receivable, and recurring payments. It can integrate with accounting systems such as QuickBooks, Xero, and Clio, and payment processors like QBO Payment, Stripe, Propay, LawPay, and Authorize.net.

Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.

As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Memtime is a fully automatic time tracking tool for Windows , Mac OS & Linux, which captures every minute you spend working on different projects. While running in the background, Memtime tracks every computer activity down to the second - no matter if it's your work in different programs/files, every e-mail, browser tab, or calendar entry. That means, you can focus on your work, while the tool visualizes your working day as a timeline. At the end of the day, you know immediately what you've worked on - and make your time entries right next to it via click & drag. Memtime cannot be used for monitoring processes. All data is stored exclusively on your device. No boss, no colleague, not even us a Memtime can see what you've worked on. Next to fully automatic tracking, Memtime offers seamless integration to +25 project management tools. This allows you to import all your projects - track time on projects in Memtime - and export all your time entries with just one click.

WiseTime is the first enterprise-level, autonomous timekeeping solution for legal. Our mission is to relieve professionals from the monotony and administration of timekeeping, so they can focus on the needs of their clients instead. WiseTime collates where your attention has been throughout the day into a private timeline, without needing any manual input. Led by our strong *privacy-first* principles, and in accord with the GDPR requirements, WiseTime puts you in complete control of your data. WiseTime connects to most leading practice management systems so that you can seamlessly send your time information to billing. No more manual time entries or start-stop timers.

TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.

Get any document signed in minutes. Cut your admin time by up to 93% with powerful e-signature software thats fit right into your workday. Upload the documents and contracts you already use, then drag-and-drop the form fields you need your signers to fill out, and voila! It's ready to send for electronic signature. No more attachments, printing, or faxing. RightSignature guides your signer through the document, reducing lost documents, errors, and omissions. Review, send, and sign documents on any computer, smartphone, or tablet. Reach your clients in the office or the airport, across the street or around the world. Connect RightSignature to the tools you use every day, with add-ons for ShareFile, Google, and over a dozen more, or use our API to integrate with your own tools. Upload the documents and contracts you already use, then drag-and-drop the form fields you need your signers to fill out, and voila! It's ready to send for electronic signature.

Fastcase is a legal research platform that empowers lawyers to find answers fast. The service includes a nationwide database of cases, statutes, regulations, and court rules, as well as legal treatises. The company's Docket Alarm group tracks state and federal cases, allows extensive research of briefs, pleadings, and motions, and creates powerful analytics about cases. Fastcase now includes bankruptcy filing tools like NextChapter, legal news from Law Street Media, artificial intelligence tools in AI Sandbox, and a print publishing division, Full Court Press. Fastcase is a comprehensive research, analytics, news, and workflow platform for the modern law practice.

Combine multilingual questionnaires, robust case management and the first-ever CRM designed specifically for immigration lawyers. Docketwise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".

Accelerate native API integration delivery to grow your SaaS platform and increase customer stickiness. Qlik Application Automation™ (formerly Blendr.io) solves internal data silo challenges by helping SaaS companies scale native integration offerings. Give your customers speed and security with native integrations that move your dev team away from time-consuming, one-off development work and maintenance headaches to seamless connectivity and centralized management. Qlik Application Automation has a rapidly growing library of connected cloud applications. Join the ecosystem and start building integrations and automation workflows between your SaaS product and CRM platforms, ERP solutions, accounting software, and other cloud tools.

The Top-of-mind awareness (TOMA) CRM helps small businesses improve their online presence, generate more traffic to their sites, and ultimately generate more business by making contact with existing or potential customers quickly and easily. TopofMind provides services related to the following: - Online Reviews, SMS Messaging, Web Chat, CRM, Scheduling your Sales - Automate your online reviews with a few simple clicks & respond to reviews in 1 place - Manage your messages with a single inbox for text, Facebook messages, Google messages, and more - Convert more website visitors into leads & sales conversations with Webchat - Easy text 2 pay client invoicing. Simplify your client invoicing & get paid faster. - When you're away, have TopofMind MarTech follow up via text so you never lose another customer - Grow your audience & know where new leads are coming from - Improve your ratings, build your reputation, and get found online

Let AnswerForce be your voice, whenever you need it. We can help grow your business by handling every call with professionalism and personality. Our virtual receptionists support you 24/7, allowing you to save on the cost of missed opportunities and focus on what truly matters: your customers. Our virtual receptionists will answer your calls when you're unavailable. We'll send you detailed reports, containing important call information. Greeting every caller, our friendly virtual receptionists can patch calls through to you or your team per your call handling instructions. Efficient AnswerForce receptionists will schedule appointments on your behalf, and will send you timely reminders. Professional AnswerForce receptionists will capture and qualify leads for you, enabling you to focus on growing your business. Ensure more of your callers reach a professional and caring voice with a bilingual answering service.

Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.

Capture 40% more time from calls with automatic time entries and file notes after every call with your clients. Win more placements and prevent disputes by saving each call with your candidates in your CRM and ATS automatically.Save time on compliance and risk by recording your calls so you can focus on assisting clients. VXT offers flexible solutions for any business that wants to put their customers first. VXT voicemail enables you to set up smart greetings for all of your contacts so you can personalize their experience. VXT Voicemail is cloud software so you can access your voicemails from anywhere on any device. You can record the call just like you would a normal phone call. This can then be transcribed directly into your notes.

Legalbook.io is an AI powered contract review platform that assists lawyers, law firms and & legal teams to assess risks, alternate suggestion on clauses and auto-redlines contract in under 3 minutes. The vision of Legalbook is to futurize and transform contract process with AI from Drafting, Review, Negotiation support to execution of contracts along with advanced features of Deal room and sensibility analysis.  

DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.

NPS Software designed for your business. Send a single question Net Promoter Score® survey and start collecting, analyzing and acting on the received customer feedback. Our automated survey platform will help you acquire higher response rates, actionable customer feedback and maximum business growth. Run multiple campaigns to survey different audience segments based on pre-defined schedules or events triggered in another app. Combine email and in-app templates to reach your customers on the channels they're most likely to engage with your surveys. Customize the survey templates’ styling and language, and personalize the follow-up question based on the provided feedback. Ensure a greater response rate by using your domain, A/B testing subject lines and having your audience checked for deliverability. View all the surveys that were sent to your audience and keep track of the ones scheduled for delivery. Easily automate various processes and create custom scenarios by using workflows.

#1 Legal Booking & Scheduling Software for Law Firms.