Alternatives to CE Manager
Compare CE Manager alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CE Manager in 2026. Compare features, ratings, user reviews, pricing, and more from CE Manager competitors and alternatives in order to make an informed decision for your business.
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1
Axis LMS
Atrixware
Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs. -
2
Headnote
Headnote
Grow your revenue with effortless payments, better collection rates, and accounts receivable automation made specifically for the legal industry. Clients pay by credit card or eCheck for a flat fee, and firms can monitor AR activity, collection status, and client NPS in real-time from a personalized dashboard. Made by attorneys to meet the specific needs of law firms & the legal industry. Credit card and eCheck payments 100% compliant with ABA, IOLTA and the rules of all 50 state bar associations. Modernize how you track AR from invoice to payment, automate collection efforts & increase firm efficiency. Automatically survey clients and benchmark satisfaction rates via Net Promoter Score (NPS) tracking. Built-in-class security, encryption and guaranteed PCI compliance. Understand your payment funnels to make better firm-wide decisions & improve your bottom line. -
3
viLMS
viGlobal
The strongest professionals are the ones that never stop learning and growing. Our learning management system (LMS) is made to serve all your learning and knowledge sharing needs, allowing you to add structure to continuing education and track industry accreditation. With learning and credit tracking combined, we are the only system required for a professional services firm’s training and development. Built with the highest level of flexibility, our system helps improve personalization, collaboration, and knowledge retention at each firm. We help you develop a prepared and adaptable workforce that will excel in projects and client work. In one system, we have the answers to all your learning needs. Do you want to structure what your employees should be learning? Would you prefer it to be self-guided, allowing them to pick courses based on their own goals, but also suggesting areas they could strengthen? No matter the learning management style, your LMS can suit it. -
4
eLeaP
eLeaP
eLeaP is one of the most affordable and easy to use Learning Management Systems (LMS) today. Web-based and always available, eLeap enables companies to quickly create and track online training and e-learning courses in order to boost performance and reduce costs, IT, and compliance issues at the same time. With eLeap, organizations get access to a slew of features such as an Instructor-led training tracking system, eCommerce, custom eLearning course development, automated rules and advanced reporting, system integration with SSO, APIs, IP restrictions, and so much more.Starting Price: $5.00/month/user -
5
FIS Trading Compliance Manager is a multi-asset, web-based regulatory surveillance and compliance solution designed to help sell-side financial firms detect, monitor, and manage potential trading violations throughout the full order lifecycle by combining alerts with comprehensive market and client data. It provides end-to-end trade surveillance, regulatory reporting, and supervisory controls to support daily review, post-trade analysis, best execution monitoring, and compliance with standards like RegNMS, RegSHO, market manipulation rules, and data requests such as Electronic Blue Sheets (EBS) and OATS, all from a unified, permission-controlled platform that enhances oversight while reducing risk and manual effort. By offering a complete view of orders and trading activity, robust alerting, and integrated data warehousing, the system helps firms streamline compliance workflows, improve execution data quality, support management reporting, and mitigate reputational risk.
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6
Smart RIA
Smart RIA
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. SmartRIA compliance solutions were designed and developed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. Imagine starting your week with a bird’s eye view of your entire firm’s compliance calendar on a simple-to-use dashboard that can be learned in a day with technology that actually improves your processes. -
7
Checkboard
Checkboard
Checkboard helps firms onboard customers quickly and simply. Designed for conveyancing, estate agents, letting agents, law firms, and more, it boosts regulatory compliance through rapid AML checks and comprehensive ID and address verification across global jurisdictions. Using open banking, it enables fast source of funds checks and instant, secure payments. By integrating customer data and third-party solutions, Checkboard allows organisations to develop a more holistic picture of their clients. This means they can conduct PEPs screening and ongoing monitoring, reduce manual labour and paperwork – and ultimately lower overhead costs. This enables firms to identify and isolate risk, remain compliant to legal and regulatory demands, as well as improve customer onboarding, retention, and satisfaction. Checkboard takes the worry out of compliance, so firms can concentrate on growing their business and onboarding new clients.Starting Price: £1.50 -
8
Compliance Star
Thistle Initiatives
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.Starting Price: £60 per month -
9
Centerprise EMS
Centerprise Services
The Enterprise Management System (EMS) from Centerprise is an integrated firm-wide solution designed specifically for the alternative asset management industry. EMS spans order and execution management, real time and historic P&L reporting, performance attribution, market risk, compliance, commission and related functions to provide a seamless business solution. Integrated from the ground up yet also customizable for each client, EMS is ideally suited to running both a start-up hedge fund as well as the largest alternative investment firm. All functional and departmental views are derived from a common data source, with seamless transitions from real-time to historic reporting. Integrated from front to back and top to bottom thereby streamlining costs and reducing operational risk. -
10
Red Oak Software
Red Oak Compliance Solutions
Red Oak Software, formally AdMaster Compliance™, is a comprehensive suite of SEC 17A-4 compliant features, tailored to meet the evolving needs of financial firms, small and large. Our workflow software allows your firm to minimize risk, reduce costs, and increase efficiencies in your compliance review process. Building and executing an effective compliance program is tedious and requires specialized knowledge. Our secure, cloud-based technology is the result of years of collaboration between compliance professionals and technology architects, created to manage the entire compliance review process from start to finish. We understand that Compliance does not operate in a vacuum. Red Oak Software is tailored to meet the evolving needs of financial firms, small and large. Work seamlessly with your firm’s internal departments and the external entities you must engage to be fully compliant. -
11
CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
12
Ruleguard
Ruleguard
Ruleguard is a leading RegTech platform that empowers financial services firms to streamline their risk and compliance processes. By combining advanced technology with deep regulatory expertise, Ruleguard helps firms effectively manage their obligations under complex frameworks such as CASS, SM&CR, financial crime rules, and broader risk and compliance mandates. Designed for adaptability and scalability, Ruleguard offers out-of-the-box solutions that reduce operational inefficiencies, minimise risk leakage, and align seamlessly with ever-evolving regulatory changes. The platform's intuitive interface allows firms to centralise compliance workflows, automate key processes, and generate actionable insights, ultimately saving time and resources during audits and regulatory reporting. -
13
Lexamica
Lexamica
Lexamica is a legal referral automation platform designed to simplify, standardize, and scale how law firms send, receive, track, and manage case referrals and fee sharing across a nationwide network of attorneys, replacing outdated methods like emails, phone calls, and spreadsheets with a streamlined digital workflow. It provides an intelligent lead matching and distribution system that finds appropriate firms by jurisdiction and practice area, supports direct sending or multi-look sequential referral distribution with configurable stop rules, and offers access to a nationwide attorney network with built-in standardized fee-sharing agreements. It tracks the full referral and case lifecycle by capturing updates such as evaluation stage changes, matter status, acceptance, decline reasons, and closeout outcomes, and lets users exchange free-text notes and case information between referring and handling firms. -
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Binderr
Binderr
Streamline your compliance process and drive efficiency. The market-leading platform with live data sync and custom questionnaires. AI-powered facial recognition technology and identity verification. Biometrics and NFC-based authentication with global coverage. Proof of address checks and iBeta certification. Onboard clients digitally with ease, eliminating the need for certified copies. Create your customizable questionnaires using your firm’s branding. Select questionnaires from our template library. Data is live-synced with the client profile and risk assessments. Fully customizable risk assessments tailored precisely to each firm's unique risk tolerance. Get daily updates on jurisdictional risk from more than 10 sources. Whether you’re a small firm or a fully distributed compliance team around the world, Binderr allows you to focus on what truly matters, your clients and your growth. -
15
Tempello
Tempello
Tempello is an AI-powered productivity platform designed to automate email-based time tracking for law firms, seamlessly integrating with Clio, Microsoft 365, and Google Workspace. By automatically capturing client emails, matching them to the correct matter, saving the email body to Clio, and generating time entries using the firm's default billing increment, Tempello eliminates the need for manual logging, ensuring accurate and efficient billing without disrupting workflows. This automation helps recover previously untracked billable hours, with firms reporting an average of 3–5 additional billable hours per attorney per week. Tempello's flat-rate pricing of $0.39 per matched email offers predictable costs, and its enterprise-grade encryption ensures compliance with legal industry standards. Since its launch in 2024, Tempello has processed over 2.3 million legal emails, saving firms significant overhead. -
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Illumeo
Illumeo
Illumeo is the global online learning partner to leading companies and firms that rely on skills and certification in Finance, Accounting, Tax, HR, Leadership, and more. We have over 1600 CPE courses for finance, accounting, and HR professionals. The platform is trusted by finance, accounting, and HR organizations at some of the world's leading companies, including Oracle, Cisco, Maersk, RSM, Carnival, and many others.Starting Price: $299 per year -
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myLearningPointe
Netsmart Technologies
myLearningPointe offers organizations and individuals easy access to the clinical (CE), compliance and personal development courses needed. myLearningPointe provides organizations of all sizes the ability configure the Learning Management System to meet their specific needs. A personalized Corporate Learning Center provides a secure experience for organizations and learners to effectively create, manage, and track training, continuing education, certification and development initiatives. myLearningPointe offers one of the largest online course catalogs for HHS organizations. Clients can take advantage of the full Premier catalog of over 450 off-the-shelf courses. Many of these offerings provide continuing education units (CEUs) for human services and health personnel. Beyond technology training, our leading-edge learning management system (LMS) has extensive content libraries to support the continuing education needs of your staff. -
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Aderant eDockets
Aderant
Our eDockets solution brings tremendous efficiency, risk management, and enhanced workflow processes to your firm within a single docketing management system. We automatically calculate critical court dates and populate each attorney’s Outlook calendar, eliminating the risks associated with manual entry while increasing productivity. With missed deadlines factoring into 38% of malpractice suits against leading law firms, firms need a better solution to manage deadlines in a fast-paced environment. By automatically calculating all critical dates, eDockets keeps your attorneys up to date with reminders, docket entries, and court appearances by populating into their calendars. Reduce the need and the risks of manual entry, and enable a more efficient firm. -
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TrustBooks
TrustBooks
Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.Starting Price: $49 per month -
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Law Firm Solution
ManekTech
The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces. -
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COMPLY
COMPLY
COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs. -
22
USI Affinity
USI Affinity
If your law firm relies on the Internet, wireless connections, mobile devices, laptop computers, and/or other technology, it is increasingly vulnerable to potentially costly cyber exposures. Furthermore, your law firm’s exposure to a data security breach could be worse than you ever imagined. Learn more about Cyber coverage built for law firms! As an attorney, you have an obligation to protect client information and therefore need to secure your computers and computer systems. USI Affinity is excited to bring to law firms coverage designed just for you with Crum & Forster. Crum & Forster offers comprehensive cyber insurance coverage with three core components to assist entities in managing their computers, privacy, and other related risks. Program provides special endorsements designed for firms of all sizes—solo practitioners, small firms or large firms; coverage is tailored and focused on you. -
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firmTRAK
firmTRAK
An attorney and small business bookkeeping service company with a focus on actionable reports. We were founded by attorneys and accountants to provide top-tier accounting for attorneys and expanded reporting with our firmTRAK Visualize app. We have over 10 years of experience providing accounting solutions and expanded reporting for law firms. Our founding partner is a practicing attorney and knows what law firms need to be successful. Our team has the experience to implement organizational discipline to keep your online store running smoothly. firmTRAK can provide accurate and timely reporting with your chosen merchants and technology subscriptions. firmTRAK is a small business itself and knows the dedication it takes to be successful. That is why the heart of our company is helping small shops succeed. Customer service and communication are the driving force behind the trades and professional services. -
24
Aderant Milana
Aderant
Timing is everything. Missed deadlines factor into 38% of malpractice suits against leading law firms. Milana, the market-leading calendaring and docketing solution, reduces firm risk of malpractice suits stemming from missed deadlines and court rules changes. It brings powerful new capabilities to docketers and streamlines the flow of information for attorneys and staff. Aderant Milana, meaning to “bring together”, combines the best of CompuLaw, including its industry-leading court rules, with the rich feature set of American LegalNet (ALN) solutions to create a best-of-both-worlds cloud product. With rule sets for more than 2,000 jurisdictions across all 50 states, including court holidays built into the software, Milana eliminates time-consuming docket calculations. Milana is powered by the industry’s #1 court rules, eliminating the risk of malpractice exposure from calendar-related errors and reducing potential human errors with rules-based, configurable date calculations. -
25
Lexolution
stp.one
Lexolution helps your law firm to ensure long-term profitability. By empowering legal professionals to work more efficiently, effectively, and 100% digitally - all in one place. It is the perfect solution for corporate law firms, boutiques, and spin-offs of large law firms with individual compliance and control requirements. Unlock your firm's full revenue potential with precise billing, expanded client reach, and avenues for higher-value services, all while mitigating financial risk. Cut through inefficiencies by centralizing workflows, automating tedious tasks, and personalizing user experiences. Focus on what truly adds value to your practice. Revolutionize case management by accelerating processes, offering anticipatory services, enhancing client communications, generating stellar customer satisfaction, and building lasting relationships. Lexolution puts legal business success factors, such as process intelligence and ROI, first.Starting Price: Free -
26
EveryBill
EveryBill
Tailored for agencies and law firms, EveryBill's Payment Software for Collections Firms makes it easier for collection businesses to accept payments online and reduce the cost of collections while meeting the stringent security and compliance requirements. Secure, fully accessible, and comes with enterprise-level customer service, EveryBill's Payment Software for Collections Firms delivers responsive and proactive service throughout the entire payment pipeline while ensuring compliance with WCAG 2.0 Level AA. Core features include a payment website, customer management, reporting, secure software and datacenter, and more. The solution offers three payment methods: ACH, Credit & Debit, and Check Draft.Starting Price: $99.00/month -
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LexisNexis InterAction
LexisNexis
An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge. -
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Solutions Atlantic
Solutions Atlantic
No two firms are alike, that’s why RRS is the chosen solution among large global institutions that need a comprehensive solution to address the complexity of their environment and their evolving needs without sacrificing flexibility and control. The RRS Rules Library covers 100+ jurisdictions, 21 takeover panels, and issuer thresholds plus additional regulatory data. Complete automation from monitoring to EDGAR-ready document generation for direct upload to EDGAR website. We're not just knowledgeable about global regulations, we understand how they impact your business. RRS has consistently exceeded expectations at global investment banks, large institutional asset managers, global insurance companies, and hedge funds. Solutions Atlantic partners with compliance consultancy firms, regulatory content providers and product distribution firms. -
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CE Broker
CE Broker
Available with a Professional Account, we'll calculate your exact CE requirements so you always know where you stand. Everything you report will show up on your Course History and Compliance Transcript. Eliminate the need to store paper completion certificates by storing them with us. As a Professional Account holder, you can digitally store your certificates, indefinitely. Never let your Heart Card lapse by storing it digitally in your Professional Account. We will send you notifications before it expires so you're always up to date. You can browse the most up-to-date list of appropriate courses available in one place. Helpful search filters will lead you right to the course you need. -
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Gravity Legal
Gravity Legal
Helping Law Firms Accept and Manage Client Funds. Gravity Legal reduces the risk, cost, and administrative burden of accepting payments and managing funds in a trust or IOLTA account. Accept Payments with Ease Accept Credit & Debit Cards. Accept Funds via Bank Transfer. How does it work? STEP 1. Attorney or firm administrator creates a secure payment link. STEP 2. Attorney or firm administrator sends link to client in an email, text message, or invoice. STEP 3. Client clicks link and makes a single payment. Track & Transfer Funds. Split Deposits Safely distribute funds from a single payment into trust, IOLTA or operating account. Transfer Funds. Transfer and track the movement of funds between trust and operating accounts. Trust Account Protection. Automatic protection from processing fees and other 3rd party debits. Comprehensive Developer API. Access Gravity Legal’s features through a comprehensive RESTful API. -
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Greenboard
Greenboard
Greenboard is a cloud-based, AI-powered platform that acts as a unified operating system for regulatory compliance under the SEC and FINRA for financial firms. It consolidates what are often multiple fragmented tools into a single dashboard that handles archiving and communications supervision, firm- and employee-level compliance workflows, third-party/vendor compliance, marketing content reviews, trade-testing, and books/records management, and full audit-ready recordkeeping. Leveraging its built-in “Greenboard Go” AI engine, which connects to all firm data, it automatically scans for risks, flags compliance issues, and helps enforce consistent internal policies. Its interface and architecture are designed with usability and security in mind, featuring role-based permissions, enterprise-grade data infrastructure, and SOC2-Type 2 compliance to ensure data privacy and regulatory defensibility. -
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NRS ComplianceGuardian
National Regulatory Services
If you’re regulated by the SEC and or FINRA, compliance keeps your doors open while the burden of being in compliance drags at the bottom line. ComplianceGuardian™ combines best-in-class compliance software, latest expert content, education and consulting to efficiently keep your firm in compliance today and as regulations change. The robust ComplianceGuardian™ software platform was developed under the guidance of, and is continually maintained by, our deeply experienced compliance professionals. With direct experience in the private sector and regulatory bodies they bridge the divide between your business needs and regulatory requirements and help firms like yours remain in compliance while minimizing undue burden on business processes. These same experts are available to support you, so you never have to work completely on your own, unnless you want to. Firms of all sizes choose ComplianceGuardian™ to cover their compliance fundamentals. -
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Medbridge
Medbridge
Medbridge is changing the healthcare landscape—improving patient outcomes, increasing profitability, and mitigating regulatory risk—through innovative tools currently used by more than 1,600 organizations nationwide. Drive patient behavior change, engage and educate your staff, standardize compliance training, and simplify enterprise-level reporting, all on a single powerful platform. Named by Inc. Magazine as one of the nation’s fastest growing companies, Medbridge actively drives better patient care while helping organizations improve financial performance. -
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Equinox Law Firm
Questel
Equinox Law Firm by Questel is a comprehensive trademark management software specifically designed to help law firms and IP professionals efficiently handle the complexities of trademark portfolios. This robust platform centralizes all trademark-related activities, offering powerful tools for case management, docketing, and deadline tracking while ensuring compliance with global IP regulations. Equinox Law Firm allows firms to manage client portfolios seamlessly, monitor application statuses, and track critical due dates through intuitive dashboards and automated reminders, reducing the risk of costly oversights. It also provides real-time collaboration tools, making it easier for teams to coordinate, share updates, and manage workload distribution. With features like customizable workflows, client reporting, and data visualization, it enhances transparency and streamlines communication with clients. -
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Rubix
Rubix
You can use Rubix to assess the risk of your counter-party right throughout your business relationship. Rubix helps you take prudent credit risks, build a robust supply chain and monitor compliance for your business partners in India and around the world. At the time you are considering taking on a new distributor, dealer, customer, franchisee, supplier, vendor or service provider, it is important to undertake an on-boarding risk assessment of the firm. If you are a Bank/ Fintech/ NBFC, you should conduct an Identity check (KYC, AML and Compliance) at the time of loan origination followed by an independent credit risk assessment at the loan decisioning stage. A firm’s risk profile changes quite rapidly, especially in today’s interconnected world and volatile business environment. Once you sign up with Rubix to monitor your portfolio, you will be able to track changes in the firm’s risk profile and key developments impacting it on the Rubix automated risk management system. -
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Continuing Ed Tracker LIVE
KRC Software, LLC
Continuing Ed Tracker LIVE is a cloud-based application that automates the task of tracking continuing education credits to ensure compliance with the renewal requirements of professional licenses. Continuing Ed Tracker LIVE has a flexible design that will work for any profession. Whether your license renewal requirements are simple or complex, Continuing Ed Tracker LIVE can adapt to your CE compliance requirements. An easy and affordable way to make sure your licensed professionals stay licensed.Starting Price: $455.00 per year -
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LawPort
Lucidea
Premier Legal Intranet Software and SharePoint Accelerator. Maximize your law firm’s information resources investments, map tightly to attorney workflows, and integrate with critical finance, document management and CRM systems. LawPort delivers an integrated legal intranet solution that makes knowledge resources more accessible yet easier to manage, and offers complete business and practice benefit from the desktop to the back office. Leverage capabilities that help legal information professionals deploy a professional, agile, scalable, and competitive knowledge management platform – at reasonable cost without significant capital investment, and no requirement for ongoing operational support – allowing firms to better leverage their limited IT resources. LawPort is purpose-built for the law firm sector, based on a deep understanding of attorney workflows and familiarity with critical firm systems such as Elite, iManage and Interaction. -
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SmartRIA
Smartria
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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Corlytics
Corlytics
Corlytics is a global leader in regulatory risk intelligence, helping financial institutions, regulators, and advisors manage compliance through data-driven insights. Headquartered in Dublin, Ireland, with offices in London, New York City, Boston, and Sydney, the company provides regulatory monitoring, taxonomy mapping, and advisory services to streamline compliance processes. By combining legal and regulatory expertise with advanced data analytics, Corlytics delivers actionable intelligence that enables organizations to navigate complex regulatory landscapes efficiently. With a strong focus on innovation, Corlytics continues to develop cutting-edge solutions that support financial firms in mitigating risk and ensuring regulatory compliance. -
40
ACA ComplianceAlpha
ACA Group
Build a scalable and resilient compliance program with ComplianceAlpha, our regulatory technology software platform supported by managed services. Achieve better outcomes and economies of scale with integrated technology and managed services. A comprehensive compliance program is critical not just to protecting your business – but to growing your business. See how ComplianceAlpha is helping over 800 leading financial services firms around the world build better GRC programs. Build a more resilient and comprehensive compliance program. ComplianceAlpha integrates risk and compliance activities, surveillance and monitoring, testing, and analytics in one platform to provide you with a unified view of risks and behavior across your firm. We pool our collective expertise across regulatory compliance, cybersecurity, performance, ESG, and technology to design, develop, and deliver valuable and timely solutions to your most pressing challenges. -
41
OneAdvanced Practice and Case Management
OneAdvanced
OneAdvanced Practice and Case Management is the core solution within the OneAdvanced Legal software portfolio. It provides law firms with a modern, flexible platform to manage cases, clients, and firm-wide operations efficiently. Built on a secure Azure platform, it delivers robust security, disaster recovery, and 24/7 protection. The system incorporates compliant legal accounts, legal forms, wills management, and digital tax submissions. Cloud-native technology ensures automatic updates, keeping firms aligned with evolving legal and regulatory requirements. Intuitive design and Microsoft-style usability improve adoption and productivity across teams. OneAdvanced Practice and Case Management helps firms streamline operations while supporting long-term growth. -
42
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
43
Intapp Employee Compliance
Intapp
Intapp Employee Compliance makes it easier for your firm to monitor employees’ financial interests and outside activities, adhere to internal code of ethics policies, and track required documentation. Help your professionals follow firm and regulatory requirements and make it simpler for your compliance team to review and manage everyone’s activities. Give employees the tools they need to easily comply with firm policies. Verify information with normalized data and flagged discrepancies. Automatically notify employees when actions are required and track progress. Support timely action and approvals with workflows and notifications. Provide comprehensive histories for firm management and regulators. Create a hub for staff to track and receive approval for regulated activity. Combine employee compliance with your existing HR and trading systems. Provide role-based, centralized data views and dynamic reporting tools. -
44
Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
45
WiseBOS RiSC
EBOS Technologies
WiseBOS RiSC – Risk intelligence, Scoring & Compliance’ is an advanced, comprehensive, next-generation solution that provides more efficient and effective risk-based compliance capability to financial and non-financial institutions. It assists companies, such as audit, fiduciary, legal, investment, EMI, banks and insurance firms, to minimize exposure to financial fraud and terrorism financial activities, while maintaining and fulfilling regulatory compliance requirements. WiseBOS RiSC is our clients’ number one preferred choice when having to deal with anti-money laundering procedures, determining the risk levels and mitigating the risks associated with the onboarding and monitoring of customers. -
46
Intapp Conflicts
Intapp
Quickly review, resolve, and report on conflicts of interest, all from a single destination. With Intapp Conflicts, your firm’s risk analysts can search and analyze potential conflicts using consolidated client information from both your firm’s systems and third-party data providers. AI further speeds up your conflict clearance process by flagging results containing potential or certain issues, focusing your analysts’ review efforts and saving them precious time. Reduce the time required to analyze and clear conflicts. Ensure decisions consistently align with the firm’s risk boundaries. Centralize the information and processes that protect your firm. Run quick searches for potential conflicts while on the go. Help analysts clear conflicts faster using AI to surface the potential issues. Track unique factors such as audit clients and applicable independence rules. Streamline reporting with interactive conflict reports. -
47
Brightmine
Brightmine
Brightmine is an HR compliance and talent strategy platform that combines trusted people data, AI-enabled technology, expert guidance, and comprehensive tools to help HR teams navigate complex regulatory landscapes, reduce risk, and strengthen workforce outcomes. It provides centralized access to legislative updates across federal, state, local, and international jurisdictions, proactive legal guidance, HR insights, and compliance resources, along with specialized tools like the HR & Compliance Center and Automated Handbook Management that use AI to monitor regulations, analyze employee handbooks, identify compliance gaps, and generate alerts. It tracks thousands of employment laws, offers templates and resources backed by HR experts and law firms, and helps organizations stay current with evolving wage rules, pay transparency, and other total rewards considerations while shaping competitive compensation strategies. -
48
Leopard BI
Leopard BI
Leopard BI Suite is a business intelligence and legal analytics platform tailored specifically for the legal industry that delivers deep, data-driven insights, benchmarking, and predictive analysis to help law firms, recruiters, corporate legal departments, and law schools make informed strategic decisions in a competitive market. Built on over 20 years of meticulously maintained legal market data, the suite includes a collection of powerful reports and tools that empower users to uncover attorney connections for business development, benchmark firm performance across financials, staffing ratios, diversity metrics, and growth trends, and identify opportunities such as merger and acquisition targets, lateral hires, and recruiting priorities. It incorporates advanced predictive analytics and trend reporting to forecast outcomes and reveal actionable insights into attorney retention, firm health, and market dynamics. -
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The Legists
The Legists
The Legists is an A.I. algorithmic data mining platform providing legal jobs globally. Whether you're looking to advance your career, break into the industry or find your next employee, The Legists is your stepping stone to make that happen. We advertise a broad range of roles from private practices (sole practitioners, boutique firms, City firms, national firms), international and US firms, in-house organizations, and the public sector. We host opportunities for partners, solicitors, in-house lawyers, attorneys, paralegals, administration, clerks, consultants, locums, secretaries, and all support staff. Sourcing the ‘right’ employee can be strenuous. Finding the ‘right’ firm or organization can be challenging. That's why we’ve tailored our platform to benefit both recruiters and candidates by providing a user-friendly system with maximum exposure to job listings and unique technical functionalities. -
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Confido Legal
Confido Legal
Confido Legal is an integrated payment processing and disbursements platform specifically designed for law firms and legal technology companies. It offers tools to reduce processing fees through alternative payment acceptance methods and fee management tools, increase collections by enabling earlier payments, automate workflows by integrating payments into intake, scheduling, and collections processes, improve client experience with flexible, mobile-friendly payment pages, and reduce risk through trust account management that helps firms comply with professional conduct rules. It supports features such as compliant surcharging, allowing firms to manage credit card fees in accordance with state laws and professional conduct rules. It also provides chargeback management to assist firms in handling disputes effectively, ensuring that any chargebacks initiated on trust accounts are removed from the firm's business or operating account.Starting Price: $1.50 per disbursement
