Clio Integrations

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

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

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

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

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

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

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

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

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

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

#1 Legal Booking & Scheduling Software for Law Firms.

Connect key facts to the source documents and issues in your case. Everything stays dynamically organized and integrated. No more outdated chrons. Everyone's work is connected, accessible and organized.

Heymarket gives you the power to communicate with customers on any messaging channel using one shared inbox. Heymarket is a business texting platform built with teams in mind so anyone can get up and running fast and securely integrate the tools you use every day to manage customer relationships. Your customers are messaging across SMS, Facebook, WhatsApp, and more. You should be, too. Heymarket’s business texting app gives you omnichannel capabilities to reach your customers where they are, on their phones. Messaging your customers is far more effective than almost any other form of communication. Text messaging has a 98% open rate and over a 50% reply rate. Heymarket lets you harness that power at scale using a texting service for businesses of all sizes. Heymarket pairs enterprise-grade security with unparalleled productivity. Route and assign messages to the right team member, collaborate in real time with private messages, and see how two-way conversations move faster.

Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.

Nextiva is a feature-rich cloud-based unified communications service offered by Nextiva. Offering businesses more ways to communicate than ever, Nextiva helps to empower today's modern businesses. Whether on the desk or on the road, teams subscribed to Nextiva can enjoy seamless mobility, clear communication, and a scalable service. All conversations in one place with phone, SMS, video, and email together with customer experience and productivity tools. Reduce app fatigue by communicating with customers and teams from one tool. Get rid of productivity loss from not having the information you need, when you need it. Communicate with customers however they come to you and track their conversations and feedback in a single view. Learn more about our favorite customer engagement tools. Understand how your customers feel through every interaction.

We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!

The only phone built for sales. Warm up the cold call with HD quality plus real-time coaching powered by Ai. Because every closer needs a little help getting there. Video conferencing, dialer, and SMS all in one place so your data is connected and your team isn't overwhelmed with tools. Use speech coaching to let reps know if they’re speaking too quickly, too slowly, using too many filler words, or talking too much. Uncover insights and best practices with call analytics and dashboards. Autolog calls, transcripts, and notes to your CRM so no data is lost. Voice Intelligence helps reps say the right thing on a call with battle cards that display in real-time. See any call’s sentiment, jump in and assist reps, save at-risk deals, and identify the best coaching opportunities. Voice Intelligence uses Speech Recognition to transcribe calls; Natural Language Processing to analyze; and Machine Learning to provide intelligent recommendations--all in real-time.

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

You put in hard work to make your business successful. So do we. Our professional team of live virtual receptionists are eager to answer your calls and schedule your appointments, so you can focus on other important aspects of your business. Have us step in as much or as little as you like, we’re always waiting on the sidelines, at the ready 24/7/365. There when you need us, on call when you don’t. The Posh app puts you in total control of when your virtual receptionist steps in. So if you can’t answer? Posh can! And if you’ve got it, Posh is just a tap away. Every great partnership starts with an intro. Tell us about your business and how you would like your calls handled. We’ll transfer callers, schedule appointments, and take messages based on your preferences. Impress every caller and land more clients all while staying focused on what is most important to you. Use the Posh app or portal to set your status with ease. Are you accepting transfers? If not, we've got it.

Since 1990, we’ve been helping businesses with one of their most important assets, their phone calls. Let us show you how we can help your business deliver an engaging, helpful experience on every call you receive. PATLive virtual receptionists work just like a front-office receptionist, providing friendly service that will help your business make a great impression on every call. Customize how your calls are answered, you have complete control from “hello” to “goodbye”. Enjoy fast answer times, our average speed of answer is just 8 seconds. Deliver a great experience, we can help callers with many of the same things an in-office employee would. PATLive receptionists are trained and equipped to serve as a seamless extension of your business, delivering all the benefits of an in-office team, virtually. With our powerful apps, you’ll be amazed how similar your answering service experience is to the one you’d have with an in-office receptionist.

Impress callers, save time, and grow your business with a dedicated receptionist team. Prioritizing customer experience is proven to increase retention, satisfaction and revenue. Focus on what you do best and let us handle the busy work. Don’t let your clients hang up and call your competitors. Impress callers on their first interaction. Grow your business with your own professional, reliable, and personable receptionist team. Your assigned receptionist team truly becomes an extension of your business. From standard business hours to 24/7/365, we are here when you need us. We gather what you need to qualify, prioritize & assist your callers. We can book appointments using a tool that integrates with Outlook & Google. We deliver exceptional customer experiences for your Spanish-speaking callers. Don’t take a call you didn’t want, we’ll screen and announce all your calls. Better client experiences are a click away. Do customer care better while saving time.

Let our 24/7 virtual receptionists handle your calls, texts, chats, emails, sales and scheduling. Our answering service is always open for your customers. We do more than just answer phone calls. Our bilingual and highly trained virtual receptionists help grow revenue and deliver a premium customer experience for businesses of all sizes. Whether you’re an SMB looking to punch above your weight class or a large enterprise seeking scalability and staffing, Nexa's virtual receptionists have you covered, in both English and Spanish. Anytime one of our expert virtual receptionists picks up the phone, your customers will think they’re speaking directly to someone in your office. Nexa receptionists are trained in your industry and make it possible to handle more calls quickly and with greater accuracy. Our experts qualify incoming leads, reach out proactively to prospects and answer every incoming call with total professionalism.

Wing is more than your average virtual assistant service. We offer unparalleled benefits to our customers. With Workflows, you can create incredibly complex tasks by simply dragging & dropping. Set them to run as often as you want, or ask Wing to run them ad-hoc. Your assistants are based all over the world - they are college-educated, speak English, and undergo a rigorous 3 month training & testing program. They are also supervised by talented operations managers. Our assistants are compensated at higher-than-market salaries, and further incentivized by your happiness! Wing is primarily located in San Francisco, though has a global presence with employees across the world. We strive to hire the best people, and are not confined by borders.

Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.

Just use plain English to describe your workflow steps. If the step can be automated, Nekton AI will write automation code for you and run it in the cloud. It's easy to get started, and you don't need to learn any complicated tools. Nekton integrates with thousands of services and can automate different business and personal workflows. Collect input from users and use it in automation. Send a link to your workflow to others, so they can run it. No sign-ups are required. Nekton AI can automate highly-customized tasks, and you don't need to learn complex platforms or hire developers. Mix manual and automated steps in a workflow, and automate things gradually as needed. Automation runs in the cloud, so you don’t need to set up and maintain any infrastructure. Run automation locally on your computer or use services that are not accessible from the Internet. Process small-to-medium amounts of data.

Enterprises use Quickwork to build simple and complex workflows, create and publish secure APIs, and manage conversational interactions with customers, employees, and partners to provide a great user experience. Quickwork provides an all-in-one platform with the tools and services you need to build powerful & scalable integrations, serverless APIs, conversational experiences, and a lot more. Simply drag and drop the applications you wish to use to build powerful integrations without writing a single line of code. Choose from 1,000s of business, consumer, AI, analytics, messaging, and IoT apps to create an automated workflow you can imagine. Convert any workflow into an API with Quickwork’s single-click API management. Share your APIs securely with built-in authentication mechanisms and scale elastically with our serverless infrastructure. Build and manage real-time conversational and messaging workflows with human agents, chatbots, and IoT devices across multiple channels.

The Precise API offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API supports all leading accounting platforms with real-time push and pull functionality and is ideal for financial institutions, lenders, and fintechs that work with small and medium-sized businesses. A powerful add-on for the Precise API, Predict as a Service supports your business clients with a premium, white-label cash flow forecasting and scenario planning portal. Keep eyes on your products with a cash flow solution that will give your clients a reason to keep business data connected and engage with your brand for their financial needs.

Enjoy a hands-off experience with a service operations manager who will keep track of all attempts made, solve any issues, and keep you updated every step of the way. Experience faster serve management, reliable servers, and a transparent, trackable process. We know how tedious and time-sensitive process serving can be. Proof opens you up to a national network of vetted servers and tracks everything online to make your life easier. With Proof, the heavy lifting is all automated—you give us the information you have, and we fill in the rest. Gather data on your serves in easy-to-read formats ready to be filed, exported, and shared on the go.

Rely on the highest deliverability rate in the industry, built-in compliance features, a steady stream of ‘quality’ leads, and the dependability of support from a 24/7 dedicated customer success team. Ignite your end-to-end customer text marketing interactions and skyrocket revenue. Automate thousands of customer touchpoints for effortless activation, captivation, and satisfaction, all tailored to your customer’s unique preferences. Response-driven conversational AI for better outcomes is here. User-friendly text marketing with rich features. Seamlessly connects and integrates with your favorite tools, from your customer service and review platforms to email marketing, and more. Grow your business with ongoing assistance from a team of individuals ready to work side-by-side with you to optimize your text marketing channel, ensuring you’re always teed up for success. Our expert team will help you unlock tailored strategies to reliably reach your audience and increase your revenue.

Integrate all your data sources, relational and NoSQL databases, SaaS tools, and APIs. Query them as a single data source immediately. Process data wherever it is. Query, cache, and blend data from different sources. Use webhooks to ingest streaming data from Kafka, Segment, etc., into the Peaka BI Table. Replace nightly one-time batch ingestion with real-time data access. Treat every data source like a relational database. Convert any API to a table, and blend and join it with your other data sources. Use the familiar SQL to run queries in NoSQL databases. Retrieve data from both SQL and NoSQL databases utilizing the same skill set. Query and filter your consolidated data to form new data sets. Expose them with APIs to serve other apps and systems. Do not get bogged down in scripts and logs while setting up your data stack. Eliminate the burden of building, managing, and maintaining ETL pipelines.

You will with Alt Legal. We provide powerful automation within an intuitive platform to help thousands of professionals manage global trademark portfolios. One-click reporting, client collaboration tools, personalized reminders and §2(d) trademark watch extend Alt Legal’s value beyond the docket. Create, manage, and analyze global trademark and other IP filings with software specifically designed to make trademark professionals’ lives easier. Alt Legal takes a different approach to automation, and that difference drives automation beyond simply populating and refreshing records. Our software automatically identifies, dockets, and updates USPTO trademark filings and deadlines. Beyond our direct USPTO and CIPO connections, we integrate with CompuMark to provide data and calculate renewal and use deadlines for 180+ additional jurisdictions. Alt Legal’s calendar integrations and daily, personalized email alerts with upcoming deadlines and recent changes to your filings.

Despite all the technology and software out there, time tracking for attorneys is often done with a timer or by hand. Here’s a typical scenario. An attorney schedules an hour every morning to make phone calls for her cases. She opens a timer in software like QuickBooks or Clio. Our automatic time trackers for Mac and PC watch your mouse, your keyboard, and the apps you use as you work. Chrometa records how long you're spending on each document, email, website, and more. No timers or stopwatches are required. Chrometa automatically allocates time to your projects and clients using keywords, email addresses and/or phone numbers. At the end of the day, an automatically generated timesheet is ready for your review. Create performance metrics to better track budget and time billing goals for your clients and practice. Be notified before your projects go over budget or over time. Receive alerts when you risk underbilling.

Make today the last day you dread legal research. ROSS is a legal research platform that makes your research fast and easy using artificial intelligence. Sign up for as low as $69 per month, no hidden fees. Be confident that your research is complete using artificial intelligence. ROSS is the fastest way to find the most relevant cases. ROSS is far easier to use than Westlaw and LexisNexis. You can focus your research by emphasizing the unique facts of your case. ROSS tags and highlights matching text. Get to your strongest arguments more quickly by identifying cases with the same procedural posture presented by your case. When multiple algorithms report a high degree of confidence that a case is relevant, ROSS identifies the case as a Deep Match. Searches that took hours take minutes with ROSS. ROSS offers complete collections of United States federal and state cases, federal statutes and regulations, selected state statutes and regulations, and more.

The fastest way to integrate APIs and run code. Pipedream is a serverless integration and compute platform that makes it easy to connect apps and develop event-driven workflows. Event sources turn any API into a real-time event stream. Create event sources to listen for new Tweets, Github events, Airtable records, RSS items, webhook events and more. Inspect events in a human-friendly way, trigger Node.js workflows on every event, or consume events in your own app via API. Workflows are composed of Node.js code steps that run on every event. Write your own Node.js (and use any npm package) or reuse actions that scaffold popular APIs. Trigger via sources or a custom URL, email address, SDK code or schedule. Auth apps once, connect to those apps in any workflow. Pipedream supports OAuth and key-based auth, and handles the OAuth flow and token refresh for you. Just link accounts to steps and reference the relevant auth info in code.

We believe in the work you do and we're here to make that work a whole lot easier. FastVisa is the best all-in-one workflow automation and case management software, specifically designed for immigration law firms. Provide flexibility in adjustments and customizations of forms and tools to accomodate various needs. Ensure you are paid on time with a detailed ledger billing system for online and offline payments. Increase clients efficiency through a customized intake system. Stay on top of all of your cases with automated email reminders for due dates and USCIS Form Inputs. Increase your productivity and save more time by scheduling all future client payments in advance! Create one Questionnaire to fill all required forms to enhance and speed up your processing times!

Grow your law firm with a team of Virtual Legal Receptionists that become a true extension of your business. Our behind-the-scenes superstars are experts at WOW-ing your callers, completing client intakes, screening for solicitors, and saving attorneys time. Direct all of your calls to the phone number that we provide and allow our Virtual Legal Receptionist team to start working their magic. We will never place your calls on hold to grab another call. Your account changes will be live within 24-hours. Speak with our Growth Solutions Strategist and discover how Back Office Betties can help your law firm achieve your goals.

Instant insight into your contracts. Identify key provisions, generate contract summaries, and help your team manage reviews with machine learning-powered analysis. From small legal teams to Fortune 15 companies, Diligen is used around the world to make high-quality contract reviews faster, more efficient, and more cost-effective. Uniquely scalable, whether you have 50 contracts or 500,000. Hundreds of pre-trained clause models to leverage on day one. Rapidly and easily train Diligen to recognize new concepts. The flexible and dynamic interface can be customized to your needs. Industry-leading performance compared to other tools on the market. Assign contracts to your team, collaborate & manage the review process. Easily train the system to identify new clauses or concepts. Automatically generate contract summaries in Word or Excel. Filter contracts by name, date, parties, or any provision type. See hundreds of key provisions automatically identified.

eCMS is the modern practice software of choice by legal professionals, including attorneys and paralegals, across both litigation and transactional practice areas. Our lightning-fast, automation-rich solution offers intuitive, productivity-boosting functionality spanning case management, practice management + billing, form & document management, CRM, integrations, and more. eCMS is used by legal professionals across practice areas (both litigation and transactional) and organization size, as well as government agencies. Personal injury legal professionals love using eCMS for its PI-specific functionality, such as its PI processes and workflow automation, as well as the industry-leading secure healthcare provider portal for HIPAA-secure, seamless, and automated collaboration with healthcare providers across case notes, medical records, communication, and more. eCMS leverages immigration-specific forms, workflows, and more.

Dynamic Self-Syndication™ (DSS) is our powerful, marketing automation software that will allow you to take your law firm or medical practice to the next level. Sick and tired of managing several tools for your marketing and manually trying to connect the dots to see what is working and what isn't? DSS allows you to easily manage your website, traffic, leads, email marketing, reputation, social media, and local listing, in one easy-to-use tool. No need to pay for separate tools or software! This is why DSS is not just a CMS like WordPress, it's marketing automation software that will put you light years ahead of your competition! DSS CRM allows you to create automated email drip campaigns, newsletters and email follow-up sequences for your contacts. A targeted email campaign allows you to speak directly to the needs of your users. Create branded newsletters populated with links to content on your site to stay in touch with your contact list and nurture your leads.

Fund your company's future. Apply and you can get a credit decision in minutes. Funds transfer as soon as the next business day. Draw from your dashboard. Funds arrive in your business checking account. We’re here to help if you need us. Always see your payment total before you commit. No confusing language. No penalty to repay early. Give us a look inside your business to get a quick credit decision. First, share some basic information about your company. Second, connect your accounting software or bank account. We do not store your login credentials and applying will not affect your credit score. If you own a small business, you probably already know that sometimes you need a little extra cash. Even the most successful small businesses experience slow sales, late invoice payments, urgent unplanned expenses, and other short-term situations where cash flow is uncertain.

Free up resources with automated bookkeeping for accurate spend data, in near real-time. Books are closed daily, weekly and monthly—automatically—so you can make informed decisions with confidence. Customizable, user-friendly charts and graphs can show vital KPIs like working capital, accounts payable and receivable, P&L, balance sheets, and trend reporting. Get a holistic picture with data updated every 15 minutes. An easy-to-use portal allows you to review and settle every open financial transaction. Connect third-party services like Sage Intaact, QuickBooks and Bill.com, and tackle your back office with ease. Need a hand? A dedicated PwC professional is here to help. Bookkeeping Connect, a PwC product, helps bring PwC’s 100+ years of excellence to not-for-profits, SMBs, family offices, private companies and service firms. Get personalized introductions to PwC subject matter experts who specialize in M&As, R&D tax credits, capital markets and more.

We're dedicated to helping your practice grow. As a specialist legal answering service, we cover your calls so you can focus on your caseload. At LEX we focus on talent, not proximity. This means we recruit the best candidates, not the closest. Without the distractions of an open office or the confinement of a cubicle, our receptionists take care of your calls in a personal and professional way. LEX offers tools to help your business be more sustainable, productive and flexible, from Anywhere. Check your messages between court cases, on the go or at home. Your mobile app and client dashboard are simple, innovative and accessible. Save time, grow your client base and boost your bottom line. No waiting time and no downloads. Just invite people to the room and join directly in the browser.

Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer.

Go Integrator Cara is a unified communications client for the Cisco BroadWorks hosted telephony platform. It comes packed with features that allow instant access to relevant information and provides integration to contact-orientated business systems and CRM applications, offering a standard set of integration features with over 300 popular cross-vertical and vertical-specific applications. This provides significant productivity gains, for example, knowing who is calling and quickly getting their details on the screen or simply clicking on their contact number to automatically dial the number. Go Integrator Cara saves your customer both time and money. Cara comes with a built-in SIP Softphone which can be configured and enabled using a standard BroadWorks device profile. Add a record to the integrated CRM directly from the client call history page or active call preview window. Manually or automatically creates an activity record of a call received within the integrated CRM.

DMSforLegal enables law firms, corporate legal departments, and accounting firms to use Microsoft SharePoint as a document and email management system. Created in conjunction with professionals from top legal and accounting firms, DMSforLegal meets the demands of users and IT professionals in information and knowledge-driven organizations. Our cost-effective solution provides solid integration with financial management and CRM systems while also streamlining DMS processes. End-users realize productivity gains through the easy-to-use seamless integration with Outlook, Microsoft Office, and Windows Explorer. Improve the ease of use of SharePoint by facilitating direct access via Outlook. Ease migration to SharePoint, and boost user adoption, by embedding it in the common Outlook interface. Retain a searchable repository of enterprise knowledge contained in emails and attachments and reduce the costs of reproducing day-to-day information.

Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.

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.

Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.

Start cases quickly and correctly, and manage them efficiently every step of the way. Collecting case documents from clients is challenging - and finding those documents internally can be even more frustrating. Neutrinet turns those tedious tasks into automated processes and organizes your files for easy retrieval. Scaling caseloads can be challenging. Sticky notes, whiteboards, and excel files won’t keep everything straight when things get busy. Attorneys need a tool that can keep up. Neutrinet uses smart technology and legal savvy to power efficient practices. Lawyers get busy, neutrinet has your back and frees you from the repetitive workload with powerful automation, reminders, and auto-fill functions to make sure nothing gets missed.

LawKPIs is a reporting solution designed for Clio users and PracticePanther users. Empower your firm as a business by measuring performance and spending time on the things that matter. LawKPIs is easy to use and you’ll be up and running quickly. Enjoy reports and visualizations that work for you right out of the box. Every firm is unique so we provide custom reports that match your needs. Clio, Rocket Matter, PracticePanther, Lawmatics, QuickBooks, and others as well as Google Analytics. Unlike other analytics and business intelligence solutions that require extensive customizations to work for you, LawKPIs works for your firm on day one. Because LawKPIs is specifically designed for law firms and already integrated into leading management systems, you can be up and running quickly to identify immediate profitability improvements. Every law firm is unique in how it analyzes data, so in addition to out-of-the-box law firm reporting, you get a number of free custom reports.