Alternatives to InTouch
Compare InTouch alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to InTouch in 2026. Compare features, ratings, user reviews, pricing, and more from InTouch competitors and alternatives in order to make an informed decision for your business.
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1
LollyLaw
LollyLaw
Lolly Law is an award-winning legal practice management solution for immigration law or related areas. Since 2014, Lolly Law has been unparalleled in its ease of use and powerful tools to create, manage, and track cases. Lolly Law now comes stocked with fully customizable immigration workflows and immigration form sets from USCIS, DOJ, DOS, and the FBI. Each form can be filled out through the web in a live collaboration mode so that you can assist clients remotely. The software features include contact management, SMS messaging, calendaring, notifications, time tracking, task management, invoicing, document automation, form filling, cloud storage, branded client portal, online payments, and customizable case types and workflows. New features and enhancements are added each month. With Lolly Law and ReForm, you can work with clients anywhere to quickly gather information from intakes, questionnaires, and online PDF forms. ReForm lets you and your clients work in a live document -
2
8am DocketWise
8am
8am™ 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".Starting Price: $50 per month -
3
Hoowla
Hoowla
Hoowla Case Management Software is an all-in-one, cloud-based legal case management system designed for law firms, conveyancers, and property professionals. With an intuitive interface and powerful automation tools, Hoowla streamlines case progression, client communication, document management, legal accounting, and compliance. Key features include customisable workflows, secure client portals, digital legal forms, automated document generation, fee quotation tools, full legal accounts management, and integrations with HM Land Registry, SDLT submission, TM Group, and Xero. As a fully configurable system, Hoowla allows firms to tailor processes to their needs without requiring IT expertise. Built for accessibility and efficiency, Hoowla is accessible from anywhere, on any device, and offers transparent pricing with dedicated customer support.Starting Price: From £22 per case -
4
FilePro
FilePro
Access interactive practice management information that’s easy to understand – in real time. Capture, store and manage all the data associated with your legal matters. Complete accounting without specialised staff or software (or an accounting degree). Quickly create customised documents, forms or contracts pre-filled with client data. Automatically capture legal practice costs and make them immediately available for billing. Manage and record time – before, during or after a billable event. Help your law firm improve productivity and provide better customer service. Give your staff mobile access to information, time-management tools, customer data and more. Reduces the costs of working with your clients and improve customer service. Give clients a branded portal, mobile access, secure messaging , a conveyancing app and more. -
5
InfoTrack
InfoTrack
InfoTrack empowers law firms to complete their conveyancing process digitally, end-to-end. Our suite of conveyancing solutions lets you complete all your conveyancing tasks in one place, from onboarding to AP1. Streamline your workflow through our intuitive platform, designed to make your processes more productive, saving you time and reducing the risk of errors. Bringing together the crucial connections needed to reduce administration and the associated costs, InfoTrack gives you a better way to work through a unified, integrated platform, streamlining the way firms operate. Accessible through a single, sophisticated platform, InfoTrack enables you to increase productivity with all your conveyancing, commercial property, and corporate search tasks. InfoTrack Commercial is purpose-built technology to make managing large commercial transactions smarter, simpler, and stress-free. -
6
Lawcus
Lawcus
Empower your team with best in class case management software that provides everything, including contacts management, advanced reporting, document management, crm, client intake, billing, and trust accounting. From robust billing and trust accounting to managing cases, Lawcus simplifies your entire process. Convert more leads into clients using our intake forms, eSignatures, text messaging, and document automation. Say goodbye to your busy-ness by automating consistent and repeatable processes with our workflows. Lawcus gives you a kanban style bird's-eye view to quickly see all your matters and instantly know what needs your attention. Collaborate with your team with matter-centric conversations. Keep all your team and client communications in one place. Organize and delegate tasks, establish deadlines, add sub-tasks, keep track of work in progress, and get it done faster.Starting Price: $34 per user per month -
7
Juris Legal
Juris Technologies
Juris Legal is a proven, robust, and scalable software solution for legal workflow and recovery. In fact, it is the most popular legal software solution in Malaysia, linking lawyers and their customers, with hundreds of legal firms using this solution in the country. Juris Legal is offered either as a standalone solution that can work with external collection and host systems or as a module within the Juris Collect solution suite. Designed to efficiently and effectively link and manage legal firms regionally across WAN or Internet, it is one of the most proven and successful software within the Juris Collect suite. This solution also supports conveyancing, with the ability to integrate with the bank’s housing loan and financing workflow. Juris Legal can be installed at both your site and your solicitors’ sites. Offered in 2 modes, Juris Legal is suitable for client–server computing running on Windows, or can be operated as a web-based solution. -
8
inTouch
rdcom
inTouch is a multichannel digital messaging platform designed to manage SMS, Email and RCS communications from a single SaaS environment. The platform supports both marketing and transactional use cases, enabling businesses to create personalised campaigns, segment audiences, run A/B tests and monitor performance in real time. inTouch includes automation tools for customer journeys, subscription and opt-in management, pop-ups and sign-up forms, secure OTP delivery and advanced reporting dashboards. A key feature of inTouch is its multilevel account structure, which allows agencies and resellers to create and manage multiple client accounts from one master dashboard, with dedicated users, permissions and analytics for each customer. Available via web interface and APIs, inTouch integrates easily with external systems, CRMs and custom applications.Starting Price: 14,50 € -
9
ClientRamp
ClientRamp
An All-in-One Project Management and Client Relationship Tools for your business. Stay on track and keep up to date with all of your projects and clients in one convenient place. Our project management tool allows you to create projects, and create invoices and manage quote manage quotes, assign projects and tasks to team members, monitor project progress, and ensure that everyone stays in the loop and can collaborate to deliver quality work on time, every time. With this tool, you can set project deadlines and milestones and manage workload on both a company-wide and individual level. Our interface is easy to navigate and simple to customize so that it works for your business when you need it to. You can log every action your team takes on a project and keep track of whether or not you're making the progress you need to.Starting Price: $20/month -
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Linetime
Linetime
The heart of your business should always be the client. Great Legal Business Management Software automates and manages processes for operational efficiency, allowing you to concentrate on the needs of your clients. Access our highly experienced team of professionals and discover how Linetime empowers you to manage your business, not the software. Our dedicated software has been intricately designed and developed to enable your business the flexibility and customization you desire. We are also strong believers that the service that comes with your software is just as important. This is why our EvolveCommunity platform is dedicated to improving user proficiency. We’re only happy when clients are happy. It’s why we ensure our software delivers clear, measurable benefits. -
11
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
12
ClientRock
ClientRock
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.Starting Price: $75 per month -
13
QuoteOnSite
QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.Starting Price: $10.00/month/user -
14
FastVisa
FASTVISA
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!Starting Price: $45 per user per month -
15
INSZoom
Mitratech
Simplifying global immigration case management and compliance for clients of all sizes. INSZoom Case Management is a comprehensive, secure, and compliant cloud-based immigration software solution delivering all the capabilities needed to accelerate workflows while keeping client and candidate data secure. It’s the leading immigration software solution that’s already trusted by immigration services professionals worldwide. INSZoom won’t just save time and effort for your team: It transforms them into immigration heroes for your clients. With thousands of forms and documents, staff can spend inordinate amounts of time compiling, completing, and vetting. Manual data entry and reconciling vast array of immigration forms can lead to critical errors, and negative case outcomes. The INSZoom Case Manager App is available on the Apple App Store and the Google Play Store.Starting Price: $50 per month -
16
Caseroads
QbitEdge
Caseroads.com, a feature rich cloud-based practice management service that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. You get all the functionality you need for one low price per user. Take your firm to the next level, work smarter, improve operations, and get paid faster. Let us help you get started with a risk free, 30-day no cost trial. Caseroads enables you to manage a larger case load more efficiently. It keeps you abreast of all critical tasks, events and deadlines. It enables you to track and understand the status of each matter. It provides insight into how your firm is operating and simplifies managing a larger client base through improved scheduling, intake and conflict management. Caseroads reduces the effort to on-board clients, access and track cases, store and find client or matter documents and capture case activities.Starting Price: $35 per user per month -
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Crete Quote
Evolution Quotes
Crete Quote allows you to create and submit an unlimited number of quotes per month, allowing your clients to build the perfect quote. Instead of having your clients wait hours, days, or even weeks for their quote, Crete Quote will instantly email them their quote. Crete Quote is only online, so all you have to do is log into your account and you’re good to go. Crete Quote will save you massive amounts of time. Allowing you to see your family, complete projects on time, and only sell to the most qualified prospects. Every year the demand for concrete contractors goes up, while the pool of quality contractors shrinks. Swap roles and make your customers earn your business. Pre-qualify your leads before they have a chance to waste your time, avoid round after round of bid revisions, & take your business to the next level! Homeowner goes to your website where they build a quote with the Instant Quote form that only displays the services and products that you offer.Starting Price: $97 per month -
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Access Legal Case Management
Access Group Legal
Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management. Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof. Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes. From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service. Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry. -
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Officio
Officio
Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.Starting Price: $69 per month -
20
CareVision
CareVision
Effectively manage your NDIS participants' goals, care needs, schedules, quotes, and contracts, all while ensuring they are empowered and in control of their care outcomes and goals. CareVision makes tracking goals and action plans, and integrating them into your workflows easy and effective. With the goals shared with teams and client care circles, you are able to engage and empower your participants to report on their goals and track progress toward attaining them. Our goals model scales well as you care for and support more and more participants our goals engine helps you stay on top of them all with trend reporting, and boundary alerting. With quoting and budgeting, that is integrated with your client care and service plans, CareVision streamlines your client onboarding and reduces the time to first service. Our service review and self-audit capability allow your teams to audit and optimize billing and claiming every day.Starting Price: Free -
21
3E MatterSphere
Thomson Reuters
Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment. -
22
Hearth
Hearth
With the Hearth mobile app, you can quickly show your customers projected monthly payments, pre-qualify them in minutes, and track their loan progress. Send quotes, contracts, and invoices with embedded financing options from the convenience of your mobile device. Simplify your sales process with digital quotes, contracts, invoices, and payments. No more chasing checks and signatures. We’ll send automated reminders to your clients so you don’t have to. Easily track when clients receive, view, and sign documents. Offer affordable payment options and a professional digital customer experience. Hearth automation and tracking mean no more playing phone tag and miscommunication. Offering monthly payment options helps give your customers the confidence to move forward with their projects. With Hearth, you can embed monthly payment options in every quote, contract, and invoice to ease customers’ minds and close more deals.Starting Price: $1,499 per year -
23
Manage My Lawsuits
MML Technologies
Manage My Lawsuits manages cases, legal matter, client relationships and teamwork. It empowers you and/or your team to be even more efficient, saves you a lot of time, and enhances team collaboration as well as client and advocate relationships. It can serve as your virtual office, allowing you to allocate work, take notes, check hearing dates and keep tabs on teamwork anywhere, anytime from an internet-enabled device. Our case management system has made managing information easier than ever before. Create a case in just a few seconds. The case will create its activity stream as you keep adding information, making updates and attaching documents. Everything comes together seamlessly to provide the big picture systematically. Generate your High Court cause list in PDF format with just one click. Our legal solutions make creating lists fast and efficient. Easily segregate cases listed in different courts. You can also generate cause lists for your team.Starting Price: $93.78 per user per year -
24
BillSend
BillSend
BillSend makes it simple for tradespeople to send professional quotes and invoices — no accounting software required. Every document is automatically branded with your logo, colours, and contact details. Quotes convert to invoices in one click, with no duplicate data entry. Customers approve quotes via a shareable link — no login needed — and pay directly through the invoice using Stripe. A pipeline view shows the status of every quote and invoice: sent, viewed, approved, or overdue, with automated reminders so you're not chasing payments manually. Works across mobile and desktop, supports multiple currencies for international clients, and includes reusable templates for repeat jobs. A free invoice generator and quote calculator are also available without creating an account.Starting Price: £15/mo or £144/y -
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CasePacer
CasePacer
Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.Starting Price: $5/case/month -
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Tave Studio Manager
Tave
Táve helps photographers organize, optimize, and ultimately automate complete workflows. Cut out busy work and save hours previously spent on repetitive, manual tasks. Collecting leads is crucial for business. Táve’s included forms work on any website and allow you to generate quality leads each month. Quotes, questionnaires, contracts, and invoices, all in one spot. Give your clients a single link that they can use, so they’re always in the know. Never let a client slip through the cracks again. Our automations keep your business moving, and make sure you stay on task. Take advantage of pricing psychology and send quotes with multiple packages and optional add-ons to ensure your clients are getting exactly what they need. Solid client relationships are built on a foundation of trust and understanding. Our questionnaires allow you to collect important information that can be used in contracts and emails. -
27
Connectrex
Connectrex
connectrex is a leading provider of community corrections software and a strategic consulting partner to progressive government agencies nationwide. We are unique! We are special! No other company can claim our experience, talents or capabilities. Blending award-winning software with leading community corrections staff connectrex has truly delivered on the vision of software that makes a difference. Monitor is the award winning client management solution (CMS) that brings agencies, their clients and offenders together. It’s one integrated CMS platform that gives all your departments — including intake, detention, pretrial, investigations, supervision and treatment — a single, shared 360° view of every client and offender. At connectrex we realize that success does not come all at once for clients and offenders – it's incremental.Starting Price: $2000.00/one-time/user -
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Legis Synergy
Legis Solutions
We are a leading provider of Online Case Tracking (Portal), Case Management Software, Document Management, and Client Relationship Management / Business Management systems across a spectrum of Business Sectors. Our clients range from large llps through to two-partner practices; government departments; from large commercial companies to SMEs. A powerful overview of all cases in the system. Selection criteria allow you to filter and sort the results. Option to save the results to Excel. A single click takes you into the case. Workflow can be customized to meet your exact requirements. We can work with you to ensure you maximize the efficiencies that can be gained from using Legis Synergy. A powerful Document Management system that can search across all cases in the system, or simply display all incoming and outgoing documents for a single case. A simple drag and drop allows all incoming documents to be stored in the case. -
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VCM (Virtual Case Management)
Virtual Case Management
Allow staff, vendors and clients to collaborate over cases securely. Communicate by log, email and instant messaging and control what can be viewed and accessed. VCM brings your business tasks into one central location. We automate your processes saving you time, and we focus on “billing as you work” to generate larger profits. Virtual Case Management® is a complete online case management solution; with contact, case and document management, to include accounting, template reports and email/IM integration built throughout the case. VCM works on the concept of a user’s processes which need to be conducted throughout a day, and we integrate those processes and automate them into a one-step solutions. We stop the multi-clicks and multi pages often associated with online systems . . . case data is stored within ONE PAGE. VCM saves you approximately 30 minutes per day (10 hours per month). We accomplish this through automation with a focus on “billing as you work”.Starting Price: $24.99 per month -
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ClientWare
ClientWare
ClientWare is an all-in-one client/case management software, from keeping cases organized to time management and billing we can bring organization and order to even the busiest of law firms. ClientWare is a world-class, comprehensive system designed for solo to medium size law firms. Our unique technology keeps your data on your local network, not in the cloud, and your authorized staff has access to all your data through the shareable database. We are excited to announce payment processing integration is now available within ClientWare. Through a partnership with National Processing cost effective credit card payments can now be accepted directly from your client's case page. Clients can pay over the phone or at your office and their balances will stay updated in ClientWare. ClientWare started out in 1993 as a DOS based software package that was written for an individual law firm. The software quickly became popular among local attorneys. -
31
eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
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BillingHub
Evax LLC
BillingHub is invoicing billed by the invoice rather than by the month. Credits are bought once, and one is spent only when an invoice is issued — drafts cost nothing, estimates and quotes are free on every plan, and credits never expire. The packs are one-time and never renew; an optional yearly plan is the only recurring item on the price list. Invoices go out as PDFs in 156 currencies with your own logo and no BillingHub branding, and there is no cap on clients, products or tax rates. Estimates and quotes are sent as a link the client accepts or declines online, and an accepted quote becomes an invoice. Payments are collected through your own Stripe account. The yearly plan adds invoices that repeat on a schedule and a REST API with idempotency keys plus outbound webhooks. There is also a free invoice generator that needs no account at all.Starting Price: $25 one-time for 25 invoices -
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MergeWare CRM
J&J Technology Consulting
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other. -
34
CMA
Use CMA
CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.Starting Price: £49/month -
35
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
36
FLIP
BlumbergExcelsior
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).Starting Price: $99.95 one-time payment -
37
Case UI
Case UI
Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status. Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases. Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.Starting Price: $25 per user per month (Billed annually) -
38
Perfect Practice
Perfect Practice
At Perfect Practice® our focus is providing innovative software solutions for optimizing your firm’s productivity in a constantly changing environment. Perfect Practice® can handle your entire practice with the most configurable screen designs available. Intelligent workflow, flexible reporting and unparalleled adaptability will keep your case load moving smoothly regardless of client and regulatory demands. Our industry know-how and outstanding services will get you on the road to better bottom-line performance. It’s not just about storing data or creating reports. It’s understanding and optimizing your firm’s workflow to create the most streamlined operation. As your requirements, clients and regulatory environments change, Perfect Practice is the platform that allows you to rapidly adapt to changes, bridge information gaps and taking advantage or new opportunities.Starting Price: $44.50 per user per month -
39
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. -
40
DANAConnect
DANAConnect
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators. Prospect data capture web form integrated into a landing web page that automatically sends an email or SMS after the prospect’s contact information is captured. Leads who have partially completed an online quote session will automatically receive an SMS offering a link to return. Marketing catalog for brokers and intermediaries to launch email marketing campaigns pre-approved by the insurance provider. Get a centralized customer communication management platform that integrates ALL digital channels, triggers API webhooks and sends dynamic e-documents from a single repository. DANAConnect delivers the power to visualize in one place sent messages and all the senders that are used by your company to communicate with its customers. -
41
Prima.Law
Brevort River Studios
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform. -
42
Clouderial Project
Clouderial
Share your documents with your clients, suppliers and co-workers. Choose what is visible by each one with the help of a simple but powerful interface. Our applications only contain useful functions and make use of web standards. Don’t waste your time trying to keep information up-to-date from one application to another. Our applications share their data. To maximize security and confidentiality, our solution is hosted on the best Cloud supplier in the market. The online project management: initialize the budget, enter the planned expenses and follow up the progress using key performance indicators (KPI) and share your project with your contacts. Discover the new way to manage your projects. Create a quote or an invoice with the use of abacus estimations. Transmit and share them with your clients or suppliers. Initialize your project from the quote and build the invoice in one click.Starting Price: $10.00/month/user -
43
CaseAct
CaseAct
CaseAct is a web-based system designed to streamline the eviction process for property managers, landlords, and attorneys. Operating for over a decade, it has facilitated more than 40,000 landlord-tenant cases, covering various contingencies. The platform offers a centralized dashboard that consolidates tasks, communications, case files, and calendars, providing clear reports for each department. This integration eliminates time-consuming and error-prone record-keeping, making the process paperless and efficient. CaseAct automates case progression by presenting necessary forms at each step, reducing manual processing and preventing common pitfalls. It ensures all parties, the landlord, attorney, and marshal, are synchronized, enabling instant communication and execution with just a click, thereby minimizing unnecessary delays. The system continuously tracks and monitors court activities, providing real-time updates and alerts to the appropriate department when action is required. -
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Online invoices
Online invoices
OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track of payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress. With the Online Invoices simple (and advanced) tools you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff. The Online Invoices innovative system enables you to invoice clients fast - receive and track payments online. Use built-in powerful features to manage recurring invoices and payments. Combine this with easy transitions from estimates and quotes to active invoices and you will discover how it will help you to develop your business. Create a profile for Each Client and add related notes or attach files to it (with the ability to share with the client).Starting Price: $9.95/month -
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Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
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ImmiCompliance
ImmiCompliance
Immigration software for attorneys. Collaborate seamlessly with Applicants, Petitioners, Immigration Attorneys, Paralegals and other staff. Work from anywhere and from any device. Once created, any template can be assigned to any case type. Finalized documents are automatically generated with case data. Embed your company logo and other details to formalize the document. Generated documents will have PDF and MS Word version to modify further if needed. Provide access to specific cases or modules to the admin or paralegal staff. Clients see the checklist and upload document against each item from their portal. You can switch between cases and our intelligent timer will keep track of each case time separately and bill the time appropriately to the corresponding client.Starting Price: $25 per user per month -
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BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
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Nice.Chat
Nice.Chat
Online chat on the site has the highest level of customer satisfaction among all service channels such as mail or phone. With proactive eye-catchers and triggered chats you can ask your visitors to converse with your agents. You will know potential customer needs and interests by looking at his profile. Get robust set of tools for effective chatting with you clients and boost your selling power with insightful features like screen tracking, helping pointers and customizable forms. We believe that after every valuable consultation there should follow a great deal for you and your client. You can suggest products via chat and even facilitate the checkout process in place. Collect feedback from your clients and improve your service by pleasing them more. The customer data that Nice Chat stores allow you to convert one-time buyers into lifetime happy clients.Starting Price: $17 per user per month -
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Amicus Attorney
Amicus
Amicus Attorney is a Practice Management software that empowers legal professionals to consolidate everything needed for their practice into a neatly all-in-one platform with an intuitive interface. The dashboard gives users flexible options to manage their Billing & Invoicing, Calendar, Case & Client History, Cases & Client Data and an in-app Email option that allows third-party integration. -
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CIGMA
Artemis Solutions
There are two big problems with common insurance software. Firstly, ‘off-the-shelf’ solutions often don’t do what you need them to do. Alternatively, bespoke systems can be lengthy and expensive to develop. CIGMA is a modular, cloud-based insurance software system which allows us to create a solution perfect for your business requirements in a rapid timeframe, using your own branding and internal processes. Developed with the insurance and financial industries in mind, CIGMA has a standardised way of interacting with both clients and users, meaning you’ll never have to worry about regulatory compliance issues again. All sales teams, brokers, underwriters and management can log in either from a website or a mobile device and check, approve or monitor client records and quotes. All changes to each client record are fully recorded and tracked. Online quote and application forms can be created exactly to your specifications and changed over time as your business grows.
