40 Integrations with Filevine
View a list of Filevine integrations and software that integrates with Filevine below. Compare the best Filevine integrations as well as features, ratings, user reviews, and pricing of software that integrates with Filevine. Here are the current Filevine integrations in 2026:
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1
Microsoft 365
Microsoft
Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.Starting Price: $9.99/month -
2
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.Starting Price: $119 -
3
Shift
Shift Technologies Inc.
Shift is a fully customizable browser where you can drag and drop apps, bars, and controls to create a central hub that adapts to however you work. Integrate 1,500+ apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. Shift is also proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features: - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on. - Shift AI: A built-in AI assistant to help you work smarter across every tab and appStarting Price: Free -
4
Slack
Salesforce
Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.Starting Price: $6.67 per user per month -
5
Dropbox
Dropbox
Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.Starting Price: $12.50 per month per user -
6
Box
Box
Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.Starting Price: $5 per month -
7
Domo
Domo
Domo puts data to work for everyone so they can multiply their impact on the business. Our cloud-native data experience platform goes beyond traditional business intelligence and analytics, making data visible and actionable with user-friendly dashboards and apps. Underpinned by a secure data foundation that connects with existing cloud and legacy systems, Domo helps companies optimize critical business processes at scale and in record time to spark the bold curiosity that powers exponential business results. -
8
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.Starting Price: $9/month (normally $15/month) -
9
Microsoft OneDrive
Microsoft
Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.Starting Price: $2 per user per month -
10
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
11
Google Drive
Google
Google Drive is a cloud-based storage platform designed to help individuals and businesses store, manage, and share files securely online. The platform allows users to upload, edit, and access documents, spreadsheets, presentations, PDFs, and many other file types from virtually any device. Google Drive includes AI-powered tools through Gemini, helping users quickly search for files, generate insights, and organize content more efficiently. Teams can collaborate in real time with customizable sharing permissions, shared drives, electronic signatures, and integrations with third-party applications. The platform also offers enterprise-grade security features such as ransomware detection, encryption, AI-powered classification, and compliance controls to help protect sensitive business information. With scalable storage options and seamless integration with Google Workspace applications, Google Drive helps businesses improve productivity, collaboration, and data management.Starting Price: Free -
12
Zapier
Zapier
Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.Starting Price: $19.99 per month -
13
Google Calendar
Google
Google Calendar is an AI-powered online calendar platform designed to help individuals and teams schedule events, organize tasks, and manage time more efficiently. The platform integrates seamlessly with Google Workspace applications such as Gmail, Meet, and Tasks, allowing users to coordinate meetings, track responsibilities, and manage schedules from one centralized location. Google Calendar includes AI-powered scheduling tools through Gemini that help users quickly find meeting times, add events from emails, and simplify appointment booking. Users can share calendars, attach files to events, set working hours and locations, and collaborate with teams more effectively across projects and meetings. The platform also supports automatic reminders, task synchronization, multiple calendar views, and video conferencing integration with Google Meet for smoother communication and planning.Starting Price: $0 -
14
Smith.ai
Smith.ai
Smith.ai is a leading provider of 24/7 virtual receptionist services, combining artificial intelligence with live, North America-based agents to deliver exceptional customer engagement. Their offerings include call answering, lead qualification, appointment scheduling, and payment collection, all tailored to meet the unique needs of businesses across various industries. By integrating with popular CRM and calendar systems, Smith.ai ensures seamless communication and efficient client management. Their AI-driven technology enhances service accuracy and responsiveness, while human receptionists provide a personalized touch, resulting in improved client satisfaction and increased lead conversion rates. With transparent pricing and customizable plans, Smith.ai offers scalable solutions designed to help businesses grow and succeed.Starting Price: $140/month -
15
Microsoft Word
Microsoft
Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.Starting Price: $9.99 per month -
16
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
17
NetDocuments
NetDocuments
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. -
18
Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
19
Vonix
Vonix
Imagine if your customers could seamlessly communicate with your business how they want to. Calling, SMS, messaging, social, and chat all unified in one interface with one goal: simplifying communication. You’ll want to see what we have in store. With Vonix, you’ll be able to call, text, social message and chat using your business profile from one mobile app. You’ll access all your business phone features as if you were in the office, using your business number from your cell phone. Text or message your customers, and transfer whole conversations with the internal collaboration features. Sync conversations into your customer records and keep everyone in the loop. Access business calling features like interactive voice menus, day/night mode, voicemail transcription & more. Improve satisfaction and get faster resolutions by enabling customers to communicate via their preferred method.Starting Price: $29.99 per user per month -
20
Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
21
Veza Reception
Veza Reception
Veza Reception is a specialized virtual receptionist platform designed to help law firms manage incoming calls, client inquiries, and appointment scheduling without requiring in-house front desk staff. It provides trained legal receptionists who answer calls in the firm’s name and follow customized scripts and routing rules defined during onboarding, ensuring each interaction reflects the firm’s brand, professionalism, and intake process. Calls can be screened, routed, or transferred depending on urgency and client type, with warm transfers used for high-priority situations when attorneys are available. Receptionists gather essential information such as the caller’s name, reason for contacting the firm, case details, and other intake data so attorneys receive clear and organized summaries immediately after the call. It supports appointment scheduling for consultations and follow-up calls, helping law firms convert potential leads into booked meetings.Starting Price: $200 per month -
22
Case Status
Case Status
Case Status is the leading legal tech company for client engagement with a vision to redefine how law firms interact with their clients. Our innovative, secure software platform and intuitive 5-star rated app simplify client engagement by providing real-time updates, secure messaging, and AI-powered insights to keep clients informed every step of the way. Seamlessly integrating with case management systems, Case Status streamlines communication, boosts client satisfaction and drives positive reviews and referrals. Our goal is simple: to enhance the experience for both clients and attorneys. -
23
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
24
Chat Agents
Chat Agents
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.Starting Price: $249 per month -
25
Dinvy Ascent
Dinvy
Dinvy Ascent is built to ease your transition into online time entry and invoicing now, while allowing you to add more advanced features like estimating, planning and customizations as you grow. Run your business more effectively with valuable data capture. Dinvy Ascent quickly displays your data where you need it most – and in a format that adds value. Dashboards consolidate key performance indicators for easy consumption on the Executive, Account, and Project pages. Custom Reports can be scheduled to hit your inbox when you need them most. Our architecture focuses intently on scalability and customization. That means you get to tailor the user experience within Dinvy Ascent and add additional feature sets or enable feature flags as your business needs change. But what that really means is you’re required to bend to the constraints of your software, pay for features your team members don’t need, or change platforms to expand your business. -
26
Caseflood.ai
Caseflood.ai
Caseflood.ai is an AI-powered receptionist and legal intake specialist designed to enhance law firm operations by managing client interactions, scheduling, and case analysis. The system features virtual assistants like Luna, who handles new client intake with humanlike TrueVoice technology, forwards calls appropriately, books consultations with a 94% conversion rate, and supports over 20 languages. Bob, the case analyst, provides executive summaries of client matters, prioritizes cases, and delivers concise client information. Jess, the client manager, focuses on closing clients through personalized follow-ups, sends reminders for meetings and tasks, maintains client engagement, and schedules appointments by coordinating with the firm's calendar. Caseflood.ai integrates seamlessly with existing law firm technologies, including case management software and CRMs, ensuring a smooth workflow.Starting Price: $650 per month -
27
Clearboard
Clearboard
Clearboard is an AI-powered marketing analytics dashboard that pulls together data from multiple sources (like Google Analytics 4, Google Ads, social media, email marketing, CRM tools, and others) into one central, intuitive interface. It offers live dashboards, report downloads, custom overview dashboards, and drillable KPI views so you can move from high-level metrics to detailed campaign or platform-level performance. There’s an optional AI assistant that lets you ask natural-language questions to uncover unbiased insights. The interface is designed to be usable even by people without strong data analysis backgrounds, with customizable dashboards, multiple user roles, security and permissions, and visualizations (charts, graphs, heat maps). Plans vary by features like number of platform connections, users, custom dashboards, AI tools, and integrations; there’s even an enterprise level for large teams needing access to many users, data warehouse connections, unlimited data, etc.Starting Price: $650 per month -
28
DocuPost
DocuPost
DocuPost is an online postal mailing platform that lets businesses upload, design, and mail physical letters, postcards, and checks via the U.S. Postal Service entirely from a web dashboard, replacing trips to the post office and manual mail processes with a streamlined digital workflow. Users can send individual or bulk mailings with customizable options such as color or black-and-white printing, single or double-sided pages, USPS First Class, Standard, Priority, or Certified Mail, return receipts, tracking updates, and intelligent mail merge for personalized outreach. It supports secure, HIPAA-compliant mailing of sensitive documents, integrates with CRM and productivity tools like HubSpot and FileVine, and features an address book and mailing list management for repeat use. DocuPost also provides the ability to mail professional business checks with custom logos, attach PDFs, schedule future mailings, and track mailing status from an intuitive dashboard.Starting Price: 95¢ per page -
29
GreenLine
GreenLine
GreenLine is the operating system for how modern legal work actually gets done, helping law practices move from overwhelmed to optimized. It organizes matters, automates repetitive tasks, and keeps every case on track without adding more software stress. Instead of juggling inboxes, spreadsheets, and siloed tools, GreenLine gives firms a single visual system that shows what needs to happen, when, and why. It helps teams see the progress of every matter, understand what each person should focus on, spot delays, decide where to use team members, and predict when they can deliver results to clients. Law firms can pick customizable practice area templates, build matter boards that track the flow of work through practice stages, and create cards for each matter to manage tasks and due dates across the entire firm. GreenLine makes workflow visible so teams can surface bottlenecks before they become emergencies, consolidate scattered communication into one reliable source of truth. -
30
Captorra
Captorra
Captorra is a premier case intake and lead conversion software solution for law firms specializing in mass tort, personal injury, bankruptcy, criminal defense, and immigration. Designed exclusively for managing the case intake and lead management process, Captorra helps law firms convert potential leads into a new case. This cloud-based software solution delivers powerful tools for lead conversion and client sign-ups such as process automation, intake scripts, eSignature capabilities, referral management, management of physical signup packages, marketing analysis, email marketing, and reporting. -
31
LEX Reception
LEX Reception
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. -
32
Alert Communications
Alert Communications
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. -
33
Neodeluxe
Neostella
Stay on top of case information, documents, communications, tasks, and deadlines. Our Neodeluxe products and services are designed to optimize Filevine case management and data solutions, making your legal cases more efficient, secure, and client-centric. Streamline Filevine case management from intake to closure with products including automation, a portal, and more. Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services. -
34
Quilia
Quilia
Quilia tracks client treatments and case details in one place. Automated reminders ensure clients never miss an appointment, keeping cases on track and building stronger outcomes. Monitor every step of the treatment process with real-time updates and alerts. Keep clients engaged and cases moving forward without constant intervention. Complete treatments lead to stronger cases and higher settlements. Quilia reduces the need for law firms to chase clients for updates. Automated reminders and treatment tracking keep clients informed and engaged throughout their case. Spend less time on client follow-ups and more time building stronger cases. Quilia ensures nothing slips through the cracks. Quilia makes your clients active participants in their treatment process, ensuring better engagement and higher satisfaction. Our AI system analyzes client data to provide personalized feedback and recommendations, and creates automated case updates for attorneys. -
35
eLaw
Lexitas
eLaw is a web-based docketing and calendaring software designed to streamline case tracking for legal professionals in New York, New Jersey, Florida, and across all 94 U.S. District Courts. It allows attorneys to search, monitor, and manage active and archived cases, dockets, and court calendars, providing up-to-the-minute alerts and syncing with case management systems (CMS) and personal calendars. Key features include automated case tracking through eWatch, a comprehensive online search engine via eDocket, and 24/7 document retrieval with eCopy. eLaw integrates with major CMS platforms such as Clio, SmartAdvocate, Litify, Filevine, and Outlook, eliminating manual data entry and ensuring timely access to court decisions and calendar dates. It is widely used by over 100,000 legal professionals and firms, and has been recognized as the #1 court docketing system by the New York Law Journal for 14 consecutive years. -
36
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. -
37
Stackreaction
Stackreaction
Building marketplace, online school or membership site? Find tools, integrations, workflows and guides to jumpstart your idea. Browse apps and tools, find alternatives, compare by feature, and leave feedback. Automating routine processes? Find all integrations from Zapier, Integromat, Automateio and other automation platforms in one place. Compare features and price. Explore guides and tutorials from community and vendors. Contribute with your know-how. Leverage the openness of the nocode community. Сreate your profile, pick up your favorite tools, share your stack. -
38
Hona
Hona
Hona seamlessly integrates with your case management software. Now with just a few clicks you can automate client updates, empower clients with a user-friendly portal, educate on case progression, send mass messages, and auto-request reviews. Hona’s dynamic API easily syncs with your favorite case management tools, ensuring your law firm stays ahead of the curve in client communication, information management, and proactive service delivery. Hona's platform is dedicated to enhancing the trust between law firms and their clients by providing a transparent, step-by-step case tracking system. Our innovative technology automates case updates, sending timely notifications and important information directly to your clients, so they always stay in the loop. No more manual emails, phone calls, or client forms—Hona does it all, efficiently and accurately within its client portal. This approach ensures clients are well-informed and actively engaged throughout the legal process. -
39
ECFX Notice
ECFX
Legal assistants and paralegals can spend 5-60+ minutes to process a single notice, multiplied by hundreds or thousands of notices per week. Wasted time, human error, delays in processing, siloed information, routing errors, and more. ECFX Notice saves hundreds of hours a week for law firms of all sizes and litigation specialties. Documents stored with your firm’s naming conventions and abbreviations—all customizable according to office, practice group, client, and more. The format, content, and frequency of email notifications is yours to control. PDFs or links to documents in the DMS are included according to attorney preferences. Documents are filed in as many places as you want them, the firm DMS, client share folders, and/or cloud storage. It’s up to you. An intuitive dashboard powered by customizable metrics for monitoring matter, case, client, and timekeeper notification activity. -
40
Lead Docket
Lead Docket
Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.Starting Price: $125.00 per user per month
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