DMSforLegal Integrations

Azavista is the all-in-one Event Management solution that helps corporate, and conference professionals improve the experience and streamline venue planning. Offering a platform and Visitor Management tools that handle any event; the software is scalable with loads of features, like the ability to create notices when specific guests arrive or setting threshold limits for the number of attendees. Bundled with a sweep barcode scanning for tickets, people that did not register are also quickly taken care of using the 'Onsite' registration and badge printing option within the app. The entire platform is built to help organizers be as efficient as possible, with the use of in-app options or by using the flexible integration capabilities to connect with your existing CRM and marketing automation systems seamlessly.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.

Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Your mobile, intelligent intranet. Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization. SharePoint empowers teamwork with dynamic and productive team sites for every project team, department, and division. Share files, data, news, and resources. Customize your site to streamline your team’s work. Collaborate effortlessly and securely with team members inside and outside your organization, across PCs, Macs, and mobile devices. Build cohesion and inform your employees throughout your intranet. Drive organizational efficiency by sharing common resources and applications on home sites and portals. Tell your story with beautiful communication sites. And stay in the know with personalized, targeted news on the web and the SharePoint mobile apps. You’re just a click away from what you are looking for, with powerful search and intelligent ways to discover information.

Xero is an award-winning accounting and online bookkeeping platform for small businesses. Beautifully simple, Xero covers a wide range of features that helps businesses manage their numbers effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers free online support 24/7 for users.

Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. Native apps and integrations with popular tools like Asana and Slack allow Harvest to fit into your team's workflow. A wide selection of visual reports keep projects running smoothly and your team supported. By tracking time and expenses in Harvest, you capture critical project data that allows you to learn from the past, keep current projects on track, and better estimate future projects. - Review past data to improve how you scope and price work - Understand which projects are profitable — and why - Know when to take on new business (or grow your team) Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Get started today to help your team spend time wisely with Harvest.

Zivver is the effortless, smart, secure digital communications platform powering the next generation of secure digital communications. Trusted by over 5,000 organizations globally, Zivver prevents data leaks caused by human error and ensures compliance. Zivver seamlessly integrates with all major email clients including Gmail, Outlook, and Microsoft 365 and features unparalleled zero-keys encryption, with smart features such as contextual machine learning powered business rules. Zivver allows anyone to share large files up to 5TB securely via their existing email client. Zivver is fully compliant with all leading data security standards, including ISO 27001, NTA 7516, GDPR, HIPPA.

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

Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility.

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 Experiene

LEX247 is a modern cloudbased legal practice management platform for lawfirms of any size and practice. LEX247 delivers a very easy to use interface with the power, security and features of an enterprise practice management platform globally to lawfirms of all sizes LEX247 - just add a lawyer!

Exact for Project Management offers accounting, time entry, project management, capacity planning, purchasing, and invoicing in a single solution! This helps you fulfill customers’ needs whilst achieving high margins. Are you looking for easy-to-use time entry and invoicing software? Or are you in the market for more advanced software to keep track of projects and financial results across multinational businesses? Exact offers a solution that supports your growth ambitions and allows you to complete your projects on time, within the budget, and according to all requirements. On top of that it helps keep your margins healthy by ensuring you don’t waste time. Accounting for time is easier than ever; employees can use an app on their smartphone, tablet, or laptop to enter the time they spent on each project. The available reports give you a clear overview of what’s going on and what actions are needed, which allows you to ensure projects meet your customers’ expectations and deadlines.

Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.

Organizations that work like tomorrow employ cognitive capture to intelligently automate the acquisition, understanding and integration of all types of information across an organization, including unstructured data in business documents and emails. Through intelligent document processing, which combines multichannel document capture and intelligent OCR, users have the power to quickly and accurately process any document. Apply out-of-the-box AI to convert unstructured data from documents into structured data that can be used to drive process improvement and business intelligence. Empower your organization to automate workflows with content-aware capture and print technologies and by applying workflow orchestration. Add document security controls and ensure compliance by applying consistent content-based business rules and data protection policies.

Smartlockr is a people-centric data security platform to easily enable secure email and file sharing for an entire organization. Smartlockr prevents data leaks by keeping user-friendliness in mind with everything we do. By eliminating the human error, we ensure your workforce is your strongest asset in preventing data leaks. Smartlockr can be customized for each organization, so that every employee can continue to work with the (email) systems they are used to. Smartlockr can be used with almost every operating system and device. It is available as a plug-in for Microsoft 365 (Outlook), it can be integrated into existing systems and an SMTP relay service can be used too. Even a combination is possible if required. Smartlockr can also be used to securely send and receive large files of up to 5 TB. Smartlockr is compliant with all privacy regulations and security standards like GDPR, ISO, NTA 7516.

Templafy offers a desktop and mobile-based software that aids business in centralizing document and asset database, as well as offering templates that unify all business documents. Templafy's platform integrates seamlessly with many other IT infrastructures, which allows employees to easily access business document templates and thus creates policy compliant documents. Templafy also provides document automation, which streamlines the work based on certain choices employees make.

In today's tough business climate, environmental service departments need solutions, not more problems. They want answers, not more questions. They need cost-savings, not costly products. Determining the work load can involve consideration of over 100,000 tasks per 3000 rooms, some tasks repeated on multiple shifts. This requires an industrial-strength solution. Solutions don't involve handing you materials and asking you to build the solution. Real solutions save time and decrease stress rather than the opposite. We build a solution and hand you the keys. After a quarter of a century, we have the keys.

Boost productivity and profitability by empowering your teams to spend less time transcribing, and more time on higher-priority work. Enable accurate dictation that’s not only fast to complete, but incredibly straightforward to manage with configurable workflows. Staff can record simply using their voice via desktop, mobile or tablet, and easily share, prioritize and track files.

The decisions you make for your contact center have the potential to drive your business to new heights. Real-time data analytics and predictive speech analytics tools help you make strategic decisions to improve performance and efficiency. Our predictive algorithms weigh interaction probability with account priority and agent availability on an ongoing basis, to help you continually improve your quality and service models. Leverage natural language understanding to generate insight into customer loyalty, churn and satisfaction across all channels. Leverage intelligent scoring to produce a comprehensive, omnichannel, automated quality management score. Powerful speech and text analytics engine designed for quality analysts, business analysts and other advanced users to surface valuable insights into quality, operational efficiency and customer satisfaction across all customer communication channels.

Modern firms aren’t just looking for a new piece of software. They seek to create an agile culture within the firm to meet the demands of today’s clients while attracting and retaining the best people. Aderant solutions are used by some of the most sophisticated firms in the world for their day-to-day business operations. We believe technology should make your job easier by automating processes, enabling collaboration among people and systems, being adaptable to your changing needs, and empower change management across generations in the workforce. Whether you are a boutique firm with one office, or have more than a dozen offices on four continents, Aderant is in business with firms like yours. Whatever your need, Aderant has a solution for you.

With dStyle (or LegalWord when you are a client through Epona) you can easily create documents, emails, quotations, legal documents and contracts based on templates drawn up in accordance with your organization's corporate identity. We offer an innovative and robust solution that works seamlessly with existing Office and production platforms. Creating documents is easier than ever. Either you start all over again or you use a preset template and just insert your data into configured fields. Always consistent and fast. Formatting your documents is now just a matter of pointing out & clicking - even copies from customers and other companies. All your documents look professional and you'll never get any complaints again. Integrate dStyle 365 with your existing platforms and applications. We have off-the-shelf integration with more than 25 applications, e.g. Microsoft Office 365, SAP, Oracle, iManage, DMSforLegal and so on.

To ensure efficient digitization of documents and records management within your organization, you need to have complete control of correct record-keeping and data management. With Acadre, we provide efficient digitization, correct record-keeping and control of your data. All of this will enable you to reap the digital benefits of EDRM workflows and send data throughout your organization, to other systems, organizations and private individuals, with peace of mind every single time. Acadre is fully compliant with common, public framework architecture. Acadre is intuitive and user-friendly by making it natural for the user to create cases and documents correctly. Acadre is easily and flexibly adaptable to the needs of each organization. Acadre provides a flexible, modern and modular EDRM system based on twenty years of expertise and close cooperation with our customers to address their specific needs and requirements for an EDRM system.

DATEV in one sentence: tax consultants, lawyers, auditors, small and medium-sized enterprises, municipalities, and founders using DATEV software that meets all requirements at high standards regarding reliability, topicality, data protection, and data security. With DATEV Cash Book online you enter cash receipts online and prepare them for accounting. The tool is part of DATEV company online.

Thomson Reuters CLEAR® is powered by billions of data points and leverages cutting-edge public records technology to bring all key content together in a customizable dashboard. Locate hard-to-find information and quickly identify potential concerns associated with people and businesses to determine if further analysis is needed. The user-friendly platform was designed with intuitive navigation and simple filtering parameters, so you can quickly search across thousands of data sets and get accurate results in less time. Easy-to-use interface allows intuitive navigation. Search multiple databases at one time – public, proprietary, and Web. Search All includes all databases in a single search. Filter out unnecessary data based on date, age, “and/ or”, and any other restrictions you choose to set. Entity resolution consolidates search results and eliminates duplicate records. Data based on relevance to your search criteria.

Xerox® DocuShare® is a content management platform designed to spark peak performance at your organization. When your company's digital files are on Xerox® DocuShare®, your staff can access the documents, images, layouts and presentations they need to collaborate, make informed decisions and get things done. By having all files in one place, DocuShare® improves workflow and makes it easier to stay organized and stay on track. Capture, index and store structured and unstructured content for simpler downstream use and help your office go digital. Promote communication through document-level collaboration capabilities that help departments and distributed teams work more efficiently. Protect sensitive data and minimize your organization’s risk with user- and group-based access, auditable tracking and reporting and retention. Use powerful search capabilities to find business-critical content online and offline whether at your desktop, on a mobile device or a multifunction printer (MFP).

Designed for the Electrical, Plumbing and Electronics Distribution industries, CAPP Associates’ D3 Enterprise Resource Planning (ERP) software integrates and automates your business processes. Hundreds of distribution companies across North America – already powered by D3 software - are experiencing the benefits of a fully automated ERP solution. Whether your strategic objective is to move more volumes, increase productivity, streamline operations, improve customer service, or cut costs, D3 Software puts the business-building tools in your hands. Each D3 solution comes with a comprehensive suite of core functions including Front end order entry, invoicing, and 3rd party catalog searches to back-end purchasing, inventory, and full accounting features. D3 software also comes standard with Open to Purchase, Transfer and Return Logs and email/fax interface modules.

Printing and scanning solution that supports job re-routing, web submission, process workflow automation, batch processing and more. uniFLOW is designed to save your organization time and money by providing effective controls over its entire printer and multifunction printer (MFP) and scanner fleet. With its modular design, the uniFLOW solution can scale to fit any size organization, and can be customized to fit your organization's specific needs. Incorporating uniFLOW into your document processes will help improve the control and efficiency of multifunctional devices (MFDs). uniFLOW is open, modular, and configurable, and is designed to be adapted to meet specific needs of different businesses, such as large corporations, small offices, educational establishments, local government, and on-site print rooms. uniFLOW can help your organization reduce costs, implement document security features, increase employee productivity, and assist in meeting your environmental performance goals.

Founded in 1988, Cicero is a software organization based in the United States that offers a piece of software called Cicero XM. The Cicero XM software suite is Windows software. Cicero XM offers online, phone support, and 24/7 live support. Cicero XM is customer experience software, and includes features such as action management, analytics, and dashboard. Software pricing starts at $300.00/one-time/user. Some competitor software products to Cicero XM include B2Chat, COZYROC SSIS+ Suite, and Saphyte.