BigHand Workflow Management Alternatives

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.

Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.

Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.

Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.

Compliance Star is an on-demand compliance software, the right tools for effective monitoring and risk management. Compliance Star offers effective and efficient remote management of FCA Authorised Firms and its operating Units/Agents via real-time data collection and reporting. Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports.

Calvient is an AI-powered healthcare operations platform that centralizes, measures, and automates critical tasks like fax and document intake, referrals, prior authorizations, records routing, and other back-office workflows by integrating directly with existing EHR systems and organizing all incoming work in one intelligent system with AI-driven classification, routing, task lists, automation rules, coordination dashboards, and analytics to surface bottlenecks and performance metrics; it unifies communications from multiple channels into a single practice inbox, automatically categorizes and prioritizes work, routes tasks to the right team members, and layers on predictive automation and insights that reduce manual effort, speed turnaround times, improve throughput and compliance, and help staff focus on meaningful patient-facing activities, with real-world results showing significant time savings, faster task completion, and capacity increases without adding headcount.

Yoroflow is a powerful web-based, intuitive, no code workflow management platform helps all SME's to Enterprise organizations to manage, automate, and optimize business processes to rules-driven digital transformation. Workflow Designer - Designer provides comprehensive set of various features but not limited to User task, Decision Task, Decision Table, Email, Web service Task, DB task, Delay timer, etc. Supports Versioning of the workflow processes, configure process level variables. Features to define SLA for the Task with integrated Alerts, Chat and Notifications. Task Creation - User Task can be integrated with existing/new page. Task can be assigned to Users or Groups. Form data attributes can be easily mapped from the incoming payload to the form attributes. Automated Routing - One of the powerful feature of the workflow is route to the right user/group based on the design.

BigHand Impact Analytics, formerly known as Digitory Legal, helps firms uncover the right value metrics and provides a data-driven solution to demonstrate the benefits of firms' legal services through award-winning, AI-enabled timecard analysis. This is done across firms' billing information, diversity, equity, and inclusion data, and lawyer resourcing. The solution allows firms to identify opportunities for career-advancing work, supports DEI initiatives, and focuses on areas where time recording needs to be improved, ultimately creating a smoother billing and collection process, with better data insights. Impact Analytics technology tags legal work consistently within a certain code set so that the data provides reliable insight for pricing, project management, and DEI reporting. Provides a deeper understanding of activity level unit costs that enables customers to evaluate the efficiency, transparency and profitability of their legal billing and DEI initiatives.

BigHand Resource Management is a legal work allocation and resourcing tool that allows law firms to identify resources, forecast utilization, manage workloads, and add structure to career development for lawyers. The solution delivers real-time visibility of team availability and costs, improved profitability on matters, and supports DEI goals and equitable allocation of work. Get visibility of capacity within teams, practice groups, and firm-wide at an individual lawyer level. Plan and allocate work based on client demands, vacation planning, profitability, DEI, and more. Enable lawyers to track their progress against key metrics and objectives and take ownership of their workload. A searchable view of lawyer skills, sector knowledge, existing relationships, and languages. Visibility of run rate and future allocation against matter budget which helps partners with better matter management.

Insight Legal’s cloud based case management system is the ultimate in efficiency. Designed specifically for law firms, Insight Legal provides everything you need to manage your case files from start to finish. For the users – brilliantly comprehensive workflows that offer guidance, resources and support where needed. Your tailored case plan alongside a centralized matter record that keeps everything in one place, from correspondence history, to key dates, to core matter information and next steps. For the firm – complete reassurance that your staff have the supportive guidance of workflows even if they may be working at a distance, along with compliance tools, automatic escalations and task designation that makes sure the right things are done by the right people, and at the right time.

Treeno Workflow Automation solutions eliminate repetitive tasks that often involve time-consuming bottlenecks and paper shuffling. With Treeno’s electronic workflow management tools, you automate each step in your organization’s business processes. As documents and files enter a workflow, they are securely routed to the right people at the right time. Powerful reporting capabilities allow you to monitor and track a document’s progress and anticipate any performance issues before they occur. Your departments are free to handle more productive tasks. Treeno Workflow Management System lets you streamline your repetitive business processes. Treeno Document Management has all the features and functions of an enterprise-class electronic document management system without the high cost. Secure collaboration as documents are routed from one user to another. Workflow management reports identifying performance bottlenecks.

All-in-one creative collaboration platform. Workamajig is a fully-integrated workflow management solution for advertising agencies of all sizes. Tackle scheduling, budgeting, and every other aspect of project management. Workamajig's responsive web design works seamlessly on your phone, tablet and computer. It's that easy. Collaborate with your team, clients and vendors. Our approval process means no communications are missed. Organize project details, calendars, schedules, and anything else you need into one easy-to-use dashboard. Project requestors can use the client portal to easily submit new requests. Requests are automatically routed to the appropriate approvers. Requests can be re-routed to request additional information or clarification. Upon approval, one simple click creates a project that's ready to go. See which member with the right skill set has availability for your project. Team members update their tasks which dynamically updates the project schedule and budget.

EPM is the ETCETERA® (ETC) module for application development and process management. Develop online browser-based applications for task management, case management, business processes and accounting processes, and to enable mobile workers. With EPM, organizations can rapidly design, develop and implement online work processes that include automated processes, online user interfaces, data capture and validation, content capture, work routing and validation, rules-based workflows and offline to online process synchronizations. EPM presents a task focused environment since the feelings of the user generally depend upon having a successful experience in accomplishing the task at hand. EPM is designed to help users easily and efficiently attend to and complete all of their work tasks from within just three presentations.

Tungsten TotalAgility (formerly Kofax TotalAgility) streamlines building and deploying intelligent process automation so you can expand human and digital workforce capacity. Receive, execute, route and report on workflow tasks from a single platform. Our intelligent document processing technology processes documents and data with the highest accuracy and speed. Powerful tools to build, deploy and accelerate enterprise automation. A central intelligent automation platform to handle dynamic tasks, trigger automated rules and deploy on-demand workforce capacity. Deliver enhanced customer experiences across any channel and any device. Empower citizen developers, professional developers and administrators to solve problems and scale innovation. Process documents from any channel with powerful AI. Eliminate manual data extraction from workflows. Deploy smart digital workers for high-value workflows and time consuming tasks.

SmartFlo routes a virtual “Job Bag” through a selected process model automatically associating project and job metadata with the digital files being routed through secure role-based access to assigned tasks. SmartFlo provides enterprise IT with a DAM-enabled BPM server that may be integrated with other enterprise systems and SaaS services through RESTful APIs. Smartflo is developed with open source software employing a service-oriented architecture with an oracle /mysql database. SmartFlo is a designed enterprise with a no-code platform that simplifies the digital transformation of any business workflow. It routes a virtual “Job Bag” through a selected process model automatically associating project and job metadata with the digital files being routed to team members through secure role-based access to assigned tasks. SmartFlo is open-source software and provides enterprise IT with a DAM-enabled BPM server, integrable with other enterprise systems, and SaaS services.

Digitize workflows with personal overview and standardized project routes. When you need to get started with effect launcher, the setup is minimal. The system is accessed from a browser and requires no apps or program installations. The established workflows are built and followed in effect launches. It creates a consistent overview across the organization and in real-time. This means that the project participants only have to go to one place to find relevant information about the progress of the projects. Gantt charts show the planned time of the project and their interdependence. The system automatically follows up on tasks and helps to avoid exceeded deadlines and delayed deliveries. In the project pipeline overview, effect launcher gives you a comprehensive overview of all the projects and processes that are going on in the organization.

Insight helps you maintain and grow your customer database. Have all your customer transactions and related information at your fingertips. Create custom databases to profile your clients. Attach documents to your clients and customer transactions. Insight is the perfect tool to maximise your new leads and existing customer sales. Profiling of your clients and having the right information available to you in real time gives you the edge over your competitors. Insight is a powerful scheduling system. All your company activities including all job information, staff leave, staff activities are available in various calendar and schedule views. Insight Business Management Software is built around task management. Capture all your business transactions into tasks and everyone knows exactly what is expected at all times. Use statuses and task assignments to control delegation.

Create tasks for users, set the process flow for requests, and map the approvers for every stage in the process flow. Users can easily identify the workflows assigned to them from their respective user access dashboards. At any time, you can check if the requests closed followed the right process flow. Also, obtain a detailed trail for the entire process sequence. Obtain the real-time status of every request initiated.You can track requests that are pending, long overdue and the owner who created them. Every stakeholder part of the workflow will be notified of the progress status of the tasks. Approvers will get automatic reminders on the task they should approve.

Forms and process automation software that’s proven in practice. For ease of use, process acceleration, and faster Time-to-Value. Workflows and digitized forms can be designed and published in just hours or days, not months, thanks to TAP’s drag-and-drop UI – and are executed in a fraction of the time of traditional processes. Drive more effective and rapid teamwork, even across multiple departments and outside resources. Plus, automated notifications, e-signatures, and role-based access features ensure proper, timely contributions. Managers get visibility into every workflow to monitor and fine-tune performance. Users share centrally-stored common assets, and all workflows and documents are automatically archived for security and review. Best practices and compliance can be embedded in every workflow to mitigate risks. Even as automating repetitive tasks reduces human error while cutting costs, delivering fast Time-to-Value and ROI.

formsflow.ai connects every form to a workflow that finishes on its own, from submission to decision, with no manual follow-up. Build forms with AI help from Flow-E, drag-and-drop tools, or code, then route them into approval workflows on a BPMN/DMN-compliant engine. Reviewers get automatic routing and one-click task handling. Administrators get built-in identity management (Keycloak, SSO, SAML) and role-based access control. Deploy as Public Cloud, Private Cloud, or self-hosted. The Go plan is free. Professional starts at $99/month. Enterprise gets a custom quote. Every plan includes unlimited users. formsflow.ai comes from AOT Technologies, a Canadian technology company with over a decade building enterprise software. Governments and enterprises handling sensitive client data run on it today.

Extend the power of Salesforce to keep critical work moving smoothly, and ensure it’s completed on time. Work-Relay centralizes workflow management and automation improves communication among team members, and tracks progress in real-time. Say goodbye to juggling multiple apps. Bring teams, tools, and data together in one central hub. Integrate tools and keep everything synced. Merge orders, inventory, and client management systems. With integrated communication tools, teams stay connected and informed every step of the way. Managing work from a single location provides the visibility needed to make smarter decisions and prioritize the right work. Automate forms, tasks, and workflows so your team can work with increased speed and predictability. As tasks progress from one team or phase to another, seamless transitions ensure continuity and reduce downtime. See the full spectrum of tasks, from incoming orders to installation schedules, all in a centralized dashboard.

Scale-out your solution to the enterprise. Customize with standard XML object declaration and SQL-based logic building. Leverage built-in integrations for Active Directory, Exchange server, RPA, Email clients, and more. Add custom integrations with REST API and Webservices. Automate your company’s processes in a single system, identify obstacles to your daily business, eliminate data silos, and reduce manual tasks. The Oriana Workflow Management Software supports transparency and enables greater control of enterprise processes. The Oriana Workflow System is able to cover the entire back office operation, offering a modern IT solution for performing tasks in key areas of the company from HR to procurement. With end-to-end process design and automated task management, the system ensures the optimization of business processes, cost-effective operation, and proper distribution of work.

Get the right things done, by the right people, in the right order and at the right time. Most of us humans forget things and make mistakes Checklists can help fix that. The easiest way to create & manage team tasks, checklists, business processes and workflow in one place. Every business is made up of processes and tasks. Managing these can be difficult. Checkify is a simple and easy way to manage checklists, tasks, and processes all in one place. Enabling tasks and processes to run smoothly, consistently and reduce mistakes. Increase productivity while guaranteeing things get done how you want every time! Checklists guide your team to get things done perfectly every time. Empower your team to fly and achieve more using checklists. One-off tasks, recurring tasks and tasks for others. Manage tasks, assign, schedule and manage workflow. Know who is doing what and where it is at any time. How long has a task taken, identify how it could be improved.

Factory Router is an automatic model-selection system for autonomous software engineering workflows, designed to deliver frontier performance at lower cost and with higher reliability. Instead of expecting engineers to manually choose the best model for every task, Factory Router automatically selects the right model for each Droid session, drawing from a diverse pool of frontier and efficient models. Simple questions, mechanical refactors, documentation updates, small bug fixes, search-heavy investigations, and other routine work can be handled by efficient models, while harder work that genuinely needs deeper reasoning can stay on frontier models. If the selected model struggles to complete a task, Factory Router can move the session to a more capable model to reliably preserve high-quality outcomes. It also routes across models, providers, and capacity sources when endpoints degrade, rate limits hit, or capacity becomes constrained, helping Droid sessions keep working.

Task, workflows, documents are kept in order, ensure user-friendly, clear and rapid communication, as well as the increase of work effectiveness and cost reduction. 4Decision provides high standards and non-stop online access to all company financial data and documents. It is an intuitive, user-friendly, completely secure cloud-based system. It supports everyday office tasks and processes associated with accounting services for clients. 4Decision helps users in their daily duties by automating activities, which result in a higher quality and effectiveness of work. 4Decision increases the performance of all professional task and workflows. It supports business management, control and monitor tasks and workflows at every stage. 4Decision is a free on-line service for issuing and managing sales invoices. 4Decision automates data and documents input, everyday tasks and workflows, makes possible to comprehensively organize financial department and accounting firm work.

Gluu is a process operations platform that connects how you design work with how teams run it. Map end-to-end processes with roles, controls and SOPs, then publish to web, iOS and Android. Turn flows into execution: schedule checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress and handoffs in real time. Capture data with no-code forms, automate reminders and reports, and keep versioning with a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove standard work was followed—every time. Portfolio views track projects and cases against shared templates across sites. Outcome: consistent execution, faster onboarding and fewer errors—without adding headcount. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJ

In CloneDesk you don’t add single todos. Instead you start easy checklists or complex processes called blueprints that add a string of tasks and delegate them to your team. Once you have signed up, we will provide you with a free step by step process to systematize your service business. Additionally, you can join exclusive webinars with like minded entrepreneurs. In CloneDesk you just change project information once and each team member gets the update when working on the project. To monitor your project’s and team’s performance, simply schedule workflows which in turn trigger other workflows. The tasks overview lets you see your own and your team’s tasks. Using channels you can easily see where your team is overloaded with work and which team member underperforms.

All organizations have policies and procedures in place that govern the way tasks get accomplished and how the work “flows” through the company. eFlowXpert provides financial institutions with a business process management (BPM) solution that is user-friendly, flexible and integrated. By virtue of the rules-based approach taken in the development of all Sydel Corporation applications, eFlowXpert provides a solution that can be rapidly designed and deployed to solve unique workgroup inefficiencies or rolled out enterprise wide to provide organizational automation. Web-based workflow wizards provide non-technical workers with the ability to rapidly build, deploy and run fully functional routing and approval workflows. Workflow tasks are delivered to where the work is being done or to where the approval is necessary in order to document process steps as they are occurring.

OneAdvanced Dynamic Resource Scheduler is a field service management solution designed to help organisations deliver efficient, reliable services. It supports appointed, planned, and urgent tasks, ensuring field-based teams are deployed effectively. The software uses intelligent scheduling to match the right people, skills, and equipment to each job. Route optimisation reduces travel time and operational costs while increasing daily task completion. Automated workflows and communications keep customers informed and services running smoothly. Real-time management tools help organisations adapt quickly to unexpected changes or emergencies. Dynamic Resource Scheduler improves productivity, service quality, and customer satisfaction across field operations.

Watson's skills and integrations streamline your team's efforts, making you more effective. Streamline your workflow by letting Watson automate tasks and simplify complex processes, saving you time and effort. Then you can focus on more high-level work. With Watson you can facilitate communication between team members, ensuring that everyone is on the same page and that tasks are completed on time and to the desired quality. Skill up Watson with the capabilities that make the most impact on your business. Import existing and new automation into the platform and assign it to Watson to get work done. Watson uses natural language processing to draw from a catalog of basic and advanced skills to execute your requests, in context and in the right order. No specialized training is needed. Get started in minutes using prebuilt skills designed for you and your needs. Watson connects to your various apps and tools to work seamlessly across Salesforce, Workday, Outlook, Gmail and other tools.

Cleeksy is a cloud-based Digital Operations Platform (DOP) that helps organisations across industries streamline workflows, centralise operational data, and enhance cross-collaboration. By integrating end-to-end processes, tasks, conversations, and data in a unified workspace, Cleeksy ensures a consistent flow of information, supporting real-time decision-making and continuous improvement. With a low-code/no-code environment, Cleeksy empowers businesses to design and automate workflows, reducing IT dependency and accelerating time-to-value. The platform's modular architecture allows enterprises to harness digital resources and launch new, future-ready offerings. Accessible on both web and mobile, Cleeksy is ideal for teams of all types—whether remote, in-office, or on-site—enhancing operational agility and driving organisational performance. Get started fast with a free trial. No credit is required.

MiniMax M2.7 is an advanced AI model designed to enhance real-world productivity across coding, search, and office workflows. It is trained with reinforcement learning across numerous real-world environments, enabling it to handle complex, multi-step tasks effectively. The model excels in problem-solving by breaking down challenges before generating solutions across multiple programming languages. It delivers high-speed performance with rapid token generation, allowing tasks to be completed efficiently. With optimized reasoning and cost-effective pricing, it provides powerful capabilities while minimizing resource usage. It also achieves strong performance in software engineering benchmarks, reducing incident response time and improving development efficiency. Additionally, it supports advanced agentic workflows and professional-grade office tasks, making it highly versatile for modern work environments.

The modern world is fast. Work seems to come from all directions. Staying on top of your workload while trying to ensure you follow business procedures is challenging. Aproove Work Management Software removes communication barriers and provides a holistic view to track all your work from one location. Use our advanced work management system to build business workflows that cater to your specific needs and ensure compliance with automated decision-based steps that can be as flexible or as rigid as you need to get the job done. Ensure no corners get cut or any compliance steps get missed. With Task Management, the right people get tasked at the right time in the workflow. Aproove Work Management software does not just task users; it uniquely provides the tools to do the job. Automated reminders and early warning indicators displayed in a central, user-friendly dashboard keep everyone on track.

Capacity is the world’s first Work Automation Platform, powered by artificial intelligence, that automates support for your customers and employees. The Capacity AI continuously learns from organizational knowledge and the interactions within your business to automate your helpdesk, processes, and decisions in real time. Key Benefits: Grow revenue with lower costs. Reduce the time and money spent answering repetitive questions with a new kind of helpdesk that enables you to escalate from tier-0 to tier-1 support with ease. Increase employee engagement. Employees are inundated with emails, phone calls, shoulder taps, and tickets. Empower your team with instant access to centralized knowledge, so your support team can focus on strategic goals and tasks that require higher-level thinking. Improve customer satisfaction. Customers have a lot of questions. Give your customers the experience they deserve with instant answers to their FAQs 24/7.

HAQQ is a legal AI and practice management platform designed to help lawyers, law firms, legal teams, businesses, governments, and consumers complete legal work faster. The platform supports drafting, legal research, contract review, risk analysis, matter management, billing, CRM, document management, tasks, time tracking, client portals, and mobile access. HAQQ combines chat, eFirm, mobile apps, eBar, client portal, API, MCP, legal sources, firm knowledge, templates, precedents, clause libraries, playbooks, policies, and matter history in one operating system. Its agentic legal system uses model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop workflows. The platform includes enterprise-grade security with cross-matter isolation, audit trails, role-based access control, anonymization, GDPR, ISO 42001, ISO 27001, and SOC 2 Type II compliance.

Road Control - planning (route optimisation) offers a powerful solution to calculate the most cost-effective way to serve your customers and to reach the selected places from your centre or several centres (depots, service centres) with your fleet. The planning (routing and scheduling) takes account of the vehicle features (vehicle types, fixed costs and costs per km, vehicle capacity, minimum break times for drivers etc.), the features of the places, the required delivery capacity, service time windows, real service times (such as the time of unloading, the time of a service intervention), assignments of specific vehicles and places, their priorities and many other criteria. The support of exact address geocoding and import from csv, xls is included. Demo Version of the product Road Control for Windows, for Europe with "truck routing support". Fully functional for 14 days. Limited for max. 5 vehicles and one simultaneously active task running by remote calculation.

As a lawyer, manage all your inquiries centrally in one platform. With automated work steps from the first contact to the complete file in your law firm software. Typing data by hand, making phone calls afterward, and sorting through documents takes time and nerves every single day, which you then lack for more important tasks. The lack of pre-filtering means that you spend time and effort every day researching and recording unprofitable inquiries. Clients today are used to modern, fast service in every area of life. They expect the same from their lawyer, from the very first contact. Manual, slow processes make it impossible for you to keep up in the long term. Increase your efficiency and client satisfaction, more billable time, less effort, and even more qualified clients. With the JUPUS platform, you can manage all mandate requests effortlessly. Our AI support is there to assist you.

BigHand SmartTime is an AI-powered tool designed to streamline the timekeeping process in your law firm by automating time capture and time entry. Your timekeepers can finalize accurate AI-generated timesheets in minutes, not hours. The billable hour accuracy and time saved help reduce write-offs, get you paid faster, and as a result, help generate more revenue. Automate and streamline timekeeping, increase billable time easily, convert WIP to payment quicker, reduce back and forth and lost time, and work between devices. Using SmartTime, you can expect increased efficiency as your professionals automate time tracking and recording tasks. Entries are more accurate, and your timekeepers will finalize AI-generated timesheets in minutes, not hours. Your firm will generate more revenue, reduce write-offs, and get paid faster, and that’s just for starters. Enter time quickly with AI-powered time recording, time gap analysis, auto-narratives, tile, and grid timers.

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.

Create customized forms to gather data internally or externally. Assign tasks for better collaboration and faster execution. Design efficient processes and workflows in the process modeler to work collaboratively across departments. Add responsible departments, teams, or even companies to complete a task and avoid miscommunication. Break out of siloed working by sending tasks and forms between departments, roles, companies and even external stakeholders. Understand your process ecosystem. Finally understand which processes are running and why. Future-proof your company with workflows that last. Digitize your workflows to bring them into the 21st century. Maintain a single source of truth across departments. Never worry about miscommunication again and collaborate better together. Bring joy and clarity to your workday. Reignite your passion for your job, without manual tasks weighing you down.

BigHand Business Intelligence, powered by Iridium is an advanced financial BI solution for law firms with role-based reporting that delivers the right financial data to the right person via intuitive dashboards. The flexible data warehouse replaces manual reporting with data visibility from the firm level to individual clients and matters. Self-service analytics provide controlled access to relevant metrics in any visualization tool of choice. The solution empowers users to improve cash flow and profitability with immediate financial insight. Surface key financial & operational metrics from your various business systems. View data as a single source of truth for the law firm’s performance and profitability. Empower users to get the answers they need in an instant. Provide actionable data to those who need it and enable no-code ad hoc reporting for firms with limited resources. Provides both traditional data storage and more advanced analytical capabilities.

ProcessPlan manages every process, workflow, task and decision to ensure your company runs flawlessly every day. Then, our Machine Learning (AI) analyzes your processes and automatically improves their results. The Machine Learning will increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle most management tasks for you and reduce your management time by around 60%. Our system will help you discover the process steps, the people involved, and the data collected along the way. All the information is discovered and delivered to you in an organized way. Process documentation used to be tedious and time consuming. Not anymore. Once the process steps and people are discovered, the system will assemble your process diagrams and produce printable process documentation with one click.

Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.

Daymi is designed to manage recurring processes and tasks. Plan, execute, and follow-up your processes, all on the same platform. Schedule your tasks and process any way you like, ranging from daily, all the way up to annual tasks. Full support for business days and holidays. Add work descriptions to the actual tasks, making it accessible for your whole team and promotes knowledge transfer, and increases onboarding. Add notifications for your most critical tasks, in-app, e-mail, or even text messages. Every action and changed is logged so you can Strivr for sign-offs and then quickly create reports for internal analysis or send them to your auditors.

BigHand Matter Pricing is an AI-enabled matter budgeting, pricing and tracking tool designed for law firms to manage their matters financially. The PMS-integrated solution supports pricing teams and lawyers to achieve better financial outcomes through data-driven budgets and costs, better resource plans, lower write-offs, and clear client reporting. Increase profits through better financial management of matters. Achieve better financial outcomes for increased profitability and client value through data-driven budgets and costs, better resource plans, lower write-offs, and clear client reporting. Gain a data-driven understanding of matter profitability. Create simple or complex budgets to meet client demand and calculate key KPIs in real-time. Use historical data for informed decisions and select different resources and fee arrangements to predict the most profitable price. Increase firm profits, remove wasted time from manual reporting, and make smarter financial decisions.

Introducing the newest in Customer Relationship Management (CRM), Job Scheduling & Customer Marketing software for business owners, mobile businesses and entrepreneurs. At JOBDONE Software, we are completely committed to providing businesses like yours with a simple, easy-to-use platform you can take with you, wherever you go. Our team of experts & support staff have industry experience and understand the common challenges that arise with mobile, service-based businesses and are committed to providing you with a not only reliable tools, but an exceptional user experience. JOBDONE Software features scheduling & task delegation tools integration with products you already know and love to help companies both large & small run at optimal performance. Time on-the-clock is valuable – reclaim that time by simplifying and use it to do things like ensure quality, customer support, marketing & more.