Alternatives to Intapp Workspaces
Compare Intapp Workspaces alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Intapp Workspaces in 2026. Compare features, ratings, user reviews, pricing, and more from Intapp Workspaces competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
2
Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
3
Intapp Documents
Intapp
Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products. -
4
August
August Law
August is an all-in-one legal AI workspace designed to help law firms automate core workflows and operate more efficiently by centralizing drafting, review, collaboration, and business operations into a single platform. It enables lawyers to review, draft, redline, and manage documents using AI that is tailored to each firm’s internal precedents, templates, and style, ensuring outputs align with established legal standards. It includes tools such as tabular document review, which extracts and compares key data across large volumes of files, and AI-powered clause drafting that allows users to rewrite and refine contracts directly within familiar environments like Microsoft Word. It also provides an assistant capable of answering questions across documents, summarizing information with references, and generating client-ready communication, reducing time spent on research and early-stage review. -
5
Tempello
Tempello
Tempello is an AI-powered productivity platform designed to automate email-based time tracking for law firms, seamlessly integrating with Clio, Microsoft 365, and Google Workspace. By automatically capturing client emails, matching them to the correct matter, saving the email body to Clio, and generating time entries using the firm's default billing increment, Tempello eliminates the need for manual logging, ensuring accurate and efficient billing without disrupting workflows. This automation helps recover previously untracked billable hours, with firms reporting an average of 3–5 additional billable hours per attorney per week. Tempello's flat-rate pricing of $0.39 per matched email offers predictable costs, and its enterprise-grade encryption ensures compliance with legal industry standards. Since its launch in 2024, Tempello has processed over 2.3 million legal emails, saving firms significant overhead. -
6
Intapp Time
Intapp
Give your partners and professionals a better way to record and submit complete accounts of the time they spend on each engagement. With Intapp Time, they can easily recreate their days, adhere to client requirements, and minimize missed and under-recorded efforts. By increasing accuracy and transparency, your firm can offer a better experience for your clients and fee earners alike, while gaining new opportunities to improve revenue. Minimize the need for data entry by your partners and fee earners. Generate more revenue, improve realization, and understand true costs. Improve client satisfaction with detailed, client-ready time entries in billing. Choose automated capture, timer, or direct entry, and access via desktop or mobile. Review and resolve unreleased or missing time entries. Reduce duplicative time entries and pre-billing corrections with consistent team narratives. Prevent downstream issues by enforcing firm and client requirements using Intapp Terms.Starting Price: Free -
7
Legal101
KL Software Technologies
Legal101 is a “mobile-ready” Intranet platform for your Firm employees to experience a productive, stylish collaboration and communication platform, having several features that are quick, easy to use, and with capabilities to tweak and customize based on your firm’s needs. Legal101 Intranet portal accelerates employee productivity, and draws more value out of your investment in SharePoint® and Office 365™ by providing the core workspace functionality needed by your firm, without the complexity, cost and risk associated with a custom-built solution. -
8
Law Firm Solution
ManekTech
The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces. -
9
Legora
Legora
Legora is a collaborative AI-powered workspace built for lawyers that streamlines heavy legal workflows by enabling high-volume document review, precedent-driven drafting, and research across internal and external sources. It allows users to ingest thousands of documents at once, generate structured data and markup suggestions, draft or refine content directly in Word using firm-specific playbooks and templates, and surface relevant legal research from databases, DMS systems like iManage or SharePoint, and public sources, all in one unified environment. Legora integrates familiar tools such as a Word add-in and tabular review interface, while supporting customizable workflows that reflect a firm’s internal practices; it meets rigorous compliance standards, including ISO 27001, SOC 2, and ISO 42001, and operates under GDPR-governed data privacy. It is designed to reduce administrative overhead, accelerate time-to-insight, and allow legal professionals to focus more on advisory work. -
10
Curo365
Curo365
Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device.Starting Price: $16 per user per month -
11
PacerPro
PacerPro
The Courts send notices of new filings at all hours. But these notices are just that: notification. In order to get the actual filing, your team will need to click a series of hyperlinks, and then manually download, label and distribute necessary documents. Easily track and manage all of your firm’s litigation across offices, practice groups and case teams in a single portal. Captures all your firm’s federal filings and associated metadata and systematically saves them to the correct workspace on your DMS or experience-capture platform. PacerPro Manifold creates a comprehensive library of your federal court data that unlocks access to your firm's collective experience. -
12
Intapp Conflicts
Intapp
Quickly review, resolve, and report on conflicts of interest, all from a single destination. With Intapp Conflicts, your firm’s risk analysts can search and analyze potential conflicts using consolidated client information from both your firm’s systems and third-party data providers. AI further speeds up your conflict clearance process by flagging results containing potential or certain issues, focusing your analysts’ review efforts and saving them precious time. Reduce the time required to analyze and clear conflicts. Ensure decisions consistently align with the firm’s risk boundaries. Centralize the information and processes that protect your firm. Run quick searches for potential conflicts while on the go. Help analysts clear conflicts faster using AI to surface the potential issues. Track unique factors such as audit clients and applicable independence rules. Streamline reporting with interactive conflict reports. -
13
OneAdvanced Practice and Case Management
OneAdvanced
OneAdvanced Practice and Case Management is the core solution within the OneAdvanced Legal software portfolio. It provides law firms with a modern, flexible platform to manage cases, clients, and firm-wide operations efficiently. Built on a secure Azure platform, it delivers robust security, disaster recovery, and 24/7 protection. The system incorporates compliant legal accounts, legal forms, wills management, and digital tax submissions. Cloud-native technology ensures automatic updates, keeping firms aligned with evolving legal and regulatory requirements. Intuitive design and Microsoft-style usability improve adoption and productivity across teams. OneAdvanced Practice and Case Management helps firms streamline operations while supporting long-term growth. -
14
Intapp Walls
Intapp
Intapp Walls lets your firm efficiently manage, secure, and enforce need-to-know access to confidential and sensitive information across all firm systems, from a centralized location, without impacting user productivity. Provide clear traceability of wall management, access, and attempted breaches. Enforce and maintain confidentiality across all sensitive client information. Adhere to changes in policies and procedures from a centralized location. Secure and manage protection across all firm systems that store sensitive information. Enforce ethical wall maintenance and policy adherence with user acknowledgments and automatically updated access rights. Automatically correct unauthorized modifications and ensure proper access with built-in monitoring and detection of changes to internal teams. Stay informed of changes to ethical walls, internal teams, and user acknowledgments with scheduled, on-demand, and trigger-based notifications. -
15
Intapp Billstream
Intapp
Digitally review and approve prebills more quickly and accurately than ever before. Intapp Billstream helps your firm reduce write-offs and billing disputes, and increase client trust and satisfaction, with built-in client and firm compliance, collaborative workflows, in-line edits, and more. Reduce write-offs and increase initial invoice acceptance. Produce client and firm-compliant proformas with integrated requirements. Notify and track proforma progress to accelerate review and approval. Produce client-approved proformas via integrated billing and finance requirements. Know when a proforma has been generated, view unreleased time, identify who made what changes when, and see where the proforma sits in the workflow. Review, recall, and reassign work to move aging proformas along. Increase oversight of suggested bill changes and identify bottlenecks with audit trails and dashboards. -
16
Firmsy
Firmsy
Find out how any small law firm can design a customized end-to-end legal solution that integrates seamlessly with their firm’s website. Consumers have become increasingly digital-first in their approach to engaging legal services with 70% of people preferring to access online solutions. To meet client expectations, capitalize on evolving tech, and achieve scalable, sustainable growth, small law firm owners need to fast-track their digital transformation plans. Join hundreds of satisfied law firm owners who have transformed the way they promote and deliver their services to benefit from an optimized business model, scalability for rapid and sustainable growth, and increased revenue and profit. Digitalize your firm’s IP and deliver innovative legal solutions online to unlock the benefits. Attract new clients at scale. Process an unlimited amount of client matters. Improve operational efficiencies. Add uncapped passive revenue streams. Reduce the risk of human error. -
17
Intapp Intake
Intapp
Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics. -
18
Lawcadia
Lawcadia
Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. Law firms benefit from enhanced client relationships through client intake portals, improved project management and the creation of bespoke regulatory workflows, supported by exceptional reporting analytics. Utilising Lawcadia Intelligence, an intelligent platform engine, Lawcadia incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations plat -
19
Fieldguide
Fieldguide
Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Say goodbye to routine work. Improve productivity and eliminate errors with automation across the engagement lifecycle, from requests to reporting. Tired of data scattered across disconnected applications? Bring together your entire engagement on a single, cloud-native platform. Technology has come a long way since the 90s. Deliver the seamless and collaborative experiences that your clients expect. Get started on Fieldguide with one practice or across your entire firm. Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, Fieldguide digitizes the end-to-end engagement workflow on a single, cloud-native platform. Built by former Big Four practitioners and experienced technology leaders, our platform is trusted by top CPA firms. -
20
Aderant Handshake
Aderant
With over 40 business system integrations, Aderant Handshake eliminates the need to go through multiple systems and locations searching for data and information at your firm. Offering both out-of-the-box and fully customizable platforms to aggregate data into one, easy-to-manage and search application, Handshake streamlines sharing and collaboration for within your firm. Personalized dashboards can be surfaced wherever your users prefer to work: the company intranet, SharePoint, Expert Assistant Professional, Microsoft Teams, and SharePoint Online, to name a few. -
21
Intelligize
Intelligize
Intelligize™ is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance and transactional professionals. Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations and other organizations stay compliant with government regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. Headquartered in the Washington, DC metro area, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms. In 2016, Intelligize became a wholly-owned subsidiary of LexisNexis®, a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. -
22
VakilDesk
VakilDesk
VakilDesk is an AI-powered litigation operations platform designed specifically for Indian law firms and legal professionals. The platform helps manage the entire lifecycle of a legal matter, from intake to final order, within a single workspace. It enables users to track deadlines, hearings, filings, and client updates with structured workflows. VakilDesk uses supervised AI to generate drafts, summaries, and action steps based on court orders and case data. All AI outputs are citation-backed and require human approval before use, ensuring accuracy and compliance. The platform includes features such as limitation tracking, hearing preparation, and automated client communication. By combining AI assistance with audit-ready controls, VakilDesk helps law firms streamline litigation processes and maintain better control over their cases. -
23
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
24
Uptime Legal
Uptime Legal
Uptime Legal’s solutions provide a secure, legal‑centric IT infrastructure that handles everything from unlimited help‑desk support to private‑cloud hosting, eliminating the burden of on‑site servers. Uptime Manage ensures systems stay online, data remains secure, and teams can focus on clients. Uptime Cloud hosts all software, documents, and data in a secure private cloud, enhancing security and allowing firms the freedom to work anywhere. Uptime Applications helps firms deploy and optimize software like Actionstep, Clio, and NetDocuments with proper workflows, data migration, training, and ongoing support. LexWorkplace enables firms to search, manage, and collaborate on documents with advanced search, AI tools, and seamless Outlook/Office integration. -
25
BigHand Document Creation
BigHand
BigHand Document Creation is a DMS-integrated legal document solution that simplifies Microsoft Word, PowerPoint, and Excel for streamlined legal document production. Standardized templates can be created without the need for complex code, and deployed firm-wide in a single click for consistency, branding and improved version control. Users can access key design features such as unlimited numbering, bullet points, styling, and more. The solution builds on familiar Microsoft environments, for increased adoption and minimal training. Ribbons are organized into intuitive workflow options, making it easy for users to work left to right without extensive training. Safely reuse content from other documents into branded templates and instantly apply firm-approved styling. Numbering, formatting, and sections are made easy with helpful tools to fix even the most difficult documents. -
26
MYLegalSoftware
MYLegalSoftware
MyLegalSoftware: MyLegalSoftware is a cloud-based legal case management tool designed to help law firms manage their cases efficiently. It offers features such as task management, document management, time tracking, and client communication tools. The software is user-friendly and customizable, allowing firms to tailor it to their specific needs. Its integration with popular apps like QuickBooks and Microsoft Office also makes it an attractive option for law firms. Its affordability and excellent customer support have made it a popular choice among small and medium-sized law firms.Starting Price: $49/user/month -
27
LegalTrek
LegalTrek
With LegalTrek you can easily manage the processes in your office from the time entries through the matters, and invoicing. Put an end to the numerous applications. With our product, you can easily track all the work done by your colleagues for each matter and their workload for the week or month. Over time, our system managed to impose as a leading legal software on three continents and over 15 countries. LegalTrek is the solution for small boutique law firms as well as firms with over 100 people. LegalTrek - Certified Microsoft Partner You can find our application in Microsoft's AppSource In Oct. 2019 LegalTrek became an Official Microsoft Partner. The end-to-end solution to all IT needs of the modern law firm is now available via the AppSource portal at preferential prices.Starting Price: $245 per month -
28
bilabl
bilabl
bilabl is a cloud based practice management software built specifically for small-to-mid sized law firms. It boosts the profitability, reduce the burden of non-billable activities. This creates a comprehensive software solution that can help you manage your cases, clients, documents, set reminders for deadlines, track billable hours, manage entire billing cycle. This streamlines your law firm's operations, increases firm wide productivity and frees up your time.Starting Price: $20/month/user -
29
Legal Workspace
Cannysoft
Boost productivity and profitability with our secure, affordable, highly customizable and easy-to-use Case Management Software. Manage your complex legal matters easily and smartly from anywhere at any time. Legal Workspace is the best cloud-based Legal Case Management Software for UK law firms & lawyers to manage legal matters more efficiently & effectively. It is a highly customizable and easy-to-use Legal Case Management System that will allow you to manage your complex legal matters easily and smartly from anywhere at any time. No technical IT skills are required to use our Case Management System. UK law firms are saving a lot of time each week by using Legal Workspace. Finally, they have more time to grow their business and make more money. Legal Workspace has lots of useful features to help you run your law practice smoothly & efficiently. Legal matter management, document management, key dates management, time recording, hourly rate billing, disbursements management, etc.Starting Price: $45 per month -
30
Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
31
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. -
32
HoudiniESQ
LOGICBit
HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.Starting Price: $0 -
33
Aderant
Aderant
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. -
34
Aderant Expert Sierra
Aderant
Expert Sierra is the most comprehensive, cloud-based, legal practice management solution for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance. Provide your firm with our best-in-class solutions for financial, case and matter management, time and expense capture, and more, securely from anywhere at any time. -
35
Inflo
Inflo
Inflo is a cloud-based digital audit platform that transforms how accounting and audit firms perform, manage, and deliver audits by combining automation, AI, analytics, and modern workflow tools into one integrated system. It eliminates manual tasks and old-school tools by providing end-to-end audit solutions, including digital working papers, full-population audit data analytics for deeper insights across all transactions, structured digital collaboration with clients and teams, and automated quality management that keeps compliance and standards top of mind, all within a secure, scalable environment hosted on Microsoft Azure with enterprise-grade protections. Inflo’s risk-based, activity-focused audit methodology embeds advanced analytics and assistive AI into each stage of the audit lifecycle, helping firms increase efficiency, improve audit quality, enhance client experience, and focus staff effort on value-added work rather than manual processes. -
36
PCLaw
LexisNexis
Practice management, billing, and trust accounting for law firms, used and trusted by more than 130,000 legal professionals worldwide. For more than 30 years, PCLaw has been enabling firms to manage matter information, bill and collect client payments, pay vendors, manage trust accounts, and track calendar appointments, tasks, time, and expenses — all from a single source. Time Matters delivers an adaptable solution that improves information-sharing, collaboration and workflow processes by automating redundant tasks. This enhances matter, client and document management, and increases your law firm’s operating efficiency. -
37
Fulcrum Snap
Fulcrum GT
No need for custom software, our solution can manage your operations out-of-box, today. Choose the solutions you need to evolve your firm’s operations. Fulcrum GT’s products are tailored to the needs of globally oriented law firms. No messing around with custom software builds. We have what you need to manage your firm’s operations today. Our products manage all your business data in one secure, powerful database, it's your one source of the "truth" about your operations. Our products are designed to have all your firm’s business data stored in one secure database, with us, there will only ever be one source of ‘truth’ when managing your firm’s operations. All Fulcrum GT deployments operate on a fixed scope, timeline, and price. With us, you will always know what is being delivered, when, and for how much. Mitigate risk, start with clean data, and automate outdated manual processes. -
38
Abakion Legal
Abakion
The all-in-one solution for the freedom and control you want in your law firm. Handle case management, journaling and time registration in Outlook and Teams. Take care of invoicing and manage cash flow and finance with Microsoft’s efficient ERP system. You can meet your client on Teams, securely share documents, chat privately with colleagues and access all the case documents directly in Teams. You can have all the case papers with you in the courtroom, offline. You can be sitting in a country retreat, working offline on the case documents – then synchronize your work when you get home. The remote desktop cramps your productivity and makes collaborating with colleagues difficult. It’s irritating, too. Fortunately, remote desktop is history. -
39
Equinox
Questel
Equinox is Questel's connected, AI-assisted intellectual property management system (IPMS). More than 1,000 law firms and corporations globally trust Equinox to efficiently and securely manage patents, trademarks, registered designs, and more. Equinox is the only IPMS to fully integrate with IP services, patent and trademark offices (PTOs), and your wider productivity tooling, making it the most powerful solution for streamlining your entire IP workflow. • EQ Law Firm: A robust, secure solution designed specifically for law firms, EQ Law Firm streamlines the management of client IP portfolios, helping you reduce administrative overhead, increase collaboration, and make smarter decisions faster. • EQ Corporate: Tailored for corporate IP teams, EQ Corporate enables you to manage and align your IP portfolios with your corporate strategy. It allows for centralised oversight of patents, trademarks, and designs, making it easier to monitor and protect innovations.Starting Price: Please contact us for a quote -
40
Athennian
Paper Interactive
Managing legal entities in old software and spreadsheets is hard. Learn why Fortune 1000 and AMLaw 100 law firms trust Athennian to power global entity governance and automate compliance. Athennian + iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another. Streamline day-to-day processes with our cloud-based workspace, and keep transactions organized so you can focus on growing your revenue. Improve accuracy and manage more entities in less time with access to the same entity information, templates, minute books, and other resources in real-time. Cloud platforms offer the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America.Starting Price: $6.45 per month -
41
Nexl
Nexl
To get relationship data, other tools either require full data entry or require data stewardship, this leads to gaps or incomplete data. Other tools require you to buy multiple systems and then expensive services to connect them. Nexl combines all the tools you need to collaborate, into one. In modern work you need to collaborate, otherwise you get siloes and misaligned teams. Collaboration is at the heart of everything we do. Your relationship data problems are solved. Nexl automatically captures all your firm’s contacts and relationship insights for you. Our data enrichment add a layer of information you never had access to before. Segment your contacts by industry, job titles, locations, and even by who within the firm knows them. -
42
Lawmatics
Lawmatics
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. -
43
IntelliPad CRM
Versys Software
IntelliPad by Versys Software is designed for Legal Marketing automation for law firms and other business and professional organizations requiring advanced maintenance and development of client contacts. IntelliPad user experience operates through a standard Microsoft Outlook environment for ease of use with some added data fields to provide more in-depth client knowledge. IntelliPad CRM is a powerful marketing platform that is feature-rich and constantly updated. Explore this website for detailed product descriptions and screen images of key product functionality. Meet your legal marketing and relationship management goals without any unnecessary complications by using IntelliPad. Empower your attorneys to have the most current and relevant relationship information possible at hand, either on their mobile device or desktop, as quickly as it’s known to anyone in the firm. -
44
SurePoint
SurePoint Technologies
Whether you are a devoted user of on-premises hardware or your firm’s leadership is open to transitioning to the cloud, it is important to explore all options to find what solution makes the most sense for your practice. SurePoint® is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance. With a community of more than 50,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm. -
45
ZYNO LegalPro
Elite Mindz
ZYNO LegalPro is an all-in-one legal practice management solution built to help law firms operate more efficiently. The platform centralizes case management, billing, and client communication in a single secure system. Legal teams can manage case details, documents, and deadlines while collaborating in real time. ZYNO LegalPro simplifies invoicing, time tracking, and payment collection to improve cash flow. A secure client portal allows clients to track case progress and communicate anytime. Lead management tools help firms convert prospects into retained clients with ease. ZYNO LegalPro enables law firms to save time, increase productivity, and focus on delivering successful outcomes.Starting Price: $1100/year -
46
Intapp Employee Compliance
Intapp
Intapp Employee Compliance makes it easier for your firm to monitor employees’ financial interests and outside activities, adhere to internal code of ethics policies, and track required documentation. Help your professionals follow firm and regulatory requirements and make it simpler for your compliance team to review and manage everyone’s activities. Give employees the tools they need to easily comply with firm policies. Verify information with normalized data and flagged discrepancies. Automatically notify employees when actions are required and track progress. Support timely action and approvals with workflows and notifications. Provide comprehensive histories for firm management and regulators. Create a hub for staff to track and receive approval for regulated activity. Combine employee compliance with your existing HR and trading systems. Provide role-based, centralized data views and dynamic reporting tools. -
47
3E
Thomson Reuters Westlaw
Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Meet today's needs and enable tomorrow's growth by streamlining the full range of your accounting and financial reporting activities. Connect all areas of firm business and gain instant access to real-time information to meet client needs. -
48
Hanzo
Hanzo
Empower you compliance and legal teams to get the most out of unstructured data with Hanzo Ediscovery & Compliance solutions. Collect & archive highly dynamic and interactive websites + work apps like Gsuite & Slack. If you can see it, we can collect it and preserve it for your archives. Book a demo today! Hanzo is solving the single biggest challenge in above-board compliance and litigation today, contextual investigation, capture, and preservation of dynamic web content. Through one sophisticated platform, you are empowered with the tools you need to capture and preserve team messaging data, social media engagement, and interactive web content then replicate it in legally-defensible native format for analysis and review. Hanzo serves government agencies, enterprises, and top law firms across the globe. Technology that ediscovery and compliance teams rely on to manage tomorrow’s biggest data challenges today. -
49
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 -
50
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
