LeadTrac Alternatives

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

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.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.

Assembly provides case management solutions that 2,300+ top law firms trust to optimize workflow and maximize the bottom line. Combining legal know-how with next-gen innovation, our web-based solution, Assembly Neos, puts even more tools in your hands: a live activity feed, real-time dashboards, automated reports, world-class support and more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.

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.

CASEpeer is smarter case management software for personal injury law firms. CASEpeer is the only legal software-as-a-service platform built to drive better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. You're busy helping your clients make a full and fair recovery. That's why we've developed a turnkey platform for plaintiffs' law firms. Hit the ground running in days, not months, with CASEpeer's intuitive, easy-to-learn legal practice management software.

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.

AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

Ranked #1 with the largest immigration software user base in the U.S., Cerenade's eIMMIGRATION is the most comprehensive, easy-to-use, and secure legal practice management software in the immigration space. eIMMIGRATION is cloud-based, intuitive with a modern UI, and offers all-in-one functionality: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and more to facilitate end-to-end practice management for organizations of any size. All this, plus Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade for a free trial and schedule a live demo to learn more.

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

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.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

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.

Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, legal professionals, and corporate legal departments which helps them with the most vital features such as case, client and document management, timekeeping & expense tracking, billing and payments, client intake form and many more. When it comes to integrations, CaseFox integrates with the top legal softwares such as PayPal, LawPay, Quickbooks, Xero, Dropbox, Drive, G- Suite, Box, Office 365, Calendar, and many more. CaseFox also provides enterprise legal management (ELM) software service with custom software development and white label solutions for big firms and corporate teams. It automates and streamlines the daily tasks that improves the firm's productivity.

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.

About CloudLex: CloudLex® is a personal injury case management software developed exclusively for personal injury law firms that lets them take control of their practice from intake through closure and beyond with one comprehensive law firm software. CloudLex’s unified software, backed by Microsoft Azure’s HIPAA-certified data security, handles productivity, accountability, communication, collaboration, and insights across the firm from case intake to settlement and negotiation, including storage and archival. Plaintiff personal injury law solutions built specifically for you; - Matter Manager - Intake Manager - Client Portal Messenger - Digital Archiver - Referral Engine - Microsoft Office Online® - CloudLex for Word - CloudLex for Gmail and Outlook - App Integrator - E-Signature - PDF Editor - Microsoft 365 - Expense Manager - Uber - Advanced AI Search

Digitize your matter management with organized files, integrated client SMS, and client portal. Stay on track with integrated task management. Assign tasks on the go, or create custom task flows. Integrated calendar, automatic notifications, and conflict alerts keep your firm on point. Built-in analytics help you track payments, billables, deadlines, campaigns, productivity, and more. Streamline intake and automate follow ups so you can save time, strengthen your professional network, and provide a better client experience. Our pages are just as responsive on mobile devices, allowing customers to handle their business on the go. We keep it KISS (Keeping It Simple & Satisfying). Get started in no time and spend zero time on training. No learning curve and complex workflows to keep life simple. Increase team efficiency by collaborating on tasks, Events, documents and matters.

Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1

The Eulexica teams offer full planning, data migration and installation services in the UK, Singapore, New Zealand and Australia. Professional project management costs are lower than competing service provider and our collaborative approach will minimize disruption to your staff and business. Communicating with prospective clients is easy with Eulexica's own CRM modules. These allow users to create topical newsletters tailored to the clients’ identified interests as well as manage seminars, Christmas card lists and related contacts. Maximize cross-selling to current clients and identify prospective clients, connecting referrals and work to partner remuneration if required. Alternatively, or as well as, our strong integration capabilities enable bidirectional connections with third-party 'horizontal' and even open source CRM systems.

An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge.

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.

GrowPath is a cloud-based law practice management application. It combines client intake, case and document management, and business analytics into a single platform. GrowPath helps law firms process matters in an efficient and scalable manner to increase opportunities and maximize firm revenue. GrowPath is a SaaS offering initially released in 2017. The Law Offices of James Scott Farrin, one of the largest plaintiffs' firms in the Southeast and a live testing ground for product evolution and inspiration, conceptualized and developed GrowPath. Through the Farrin firm, GrowPath has been built, upgraded, and leveraged for logistical and monetary success. GrowPath holds 18 patents related to its legal technology, including an automated lead scoring tool that helps identify high-value intakes. Another popular patent is the Buzzwords feature. Buzzwords aid staff during the client intake process by providing real-time prompts for potential derivative cases.

Speed up invoice review and approval, achieve clean and compliant billing in real-time, and get your bills out over 5x faster! Speed up invoice review and approval, achieve real-time billing guidelines compliance, completely automate your UTBMS coding. Completely automate your UTBMS coding. No more tedious and time consuming hassle. Complete AI-powered invoice and matter management system. Easily edit, merge, combine, and convert LEDES 1998B invoices! Automates your client intake process, including preliminary conflict checks. Provides real-time budgeting insights and alerts.

Law practice management software and the only one that allows you to sell your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry-leading tools to manage your cases, accounting, documents, tasks, compliance, and more. We help you organize your entire firm. With your client's matters, scheduling, tasks, and accounting in one place you will work more efficiently. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Work from your computer, laptop, tablet or smartphone - even the public library if you need to, securely.

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

LegalSale Pro helps you build a better law practice. Law practice management software and the only one that allows you to sale your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry leading tools to manage your cases, accounting, documents, tasks, compliance and more. We help you organize your entire firm. With your clients matters, scheduling, tasks, accounting in one place you will work more efficiently. Securely share with your clients documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders.

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

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.

The most powerful software for managing the legal practice Used by thousands of lawyers and leading law companies, Jusnote is the fastest-growing legal practice management software in Europe. It helps lawyers run their legal practice, manage finances, analyze team performance and achieve more. Created for lawyers. By lawyers. Jusnote is a cloud-based legal practice management solution that helps lawyers manage all litigation processes and analyze team performance. Lawyers and partners of law firms can create invoices, bill time and court plans, monitor conflicts of interest, and generate reports on clients and practices. Matter and client organization Jusnote allows you to organize all your matters and clients and link tasks, events, notes, financial records, relations, documents, and analytics to them. Jusnote helps you to have a clear understanding of how the work is going and structures tons of information. The clear visual dashboard on each matter and client will help you focus

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

MagicTime automatically captures every billable minute accurately. Don’t under report the time spent anymore. File your timesheet in just a few clicks. Use the time saved to focus on more billable work. Improve your collection rate with transparent & verifiable client reporting during billing. Our AI learns from the way you work and keeps getting better every day. In few weeks, you spend almost no time in filing your timesheet. No one including firm admins have access to your data. Highly secure environment to handle all your sensitive and non-sensitive data. Automatically captures every billable minute accurately in the background. Categorizes and tags all captured activities to right client & matter automatically using AI. Automatically files time entries to your legal practice management app like Clio in just a click.

Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.

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.

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).

Your team works tirelessly to check and clear conflicts and to register and manage new matters, while meeting all regulatory compliance requirements. Equip them with a comprehensive tool to make them even more effective and efficient. Streamline and standardize your manual business processes for clearing new business with a flexible workflow engine. Intelligent workflows simplify necessary compliance with AML and KYC standards. Accelerate new business decisions by producing high-quality, centralized intake data. No more paper files and laborious review processes. Integrate and scale critical policies through a robust form builder, reporting tools, alert triggers, and matter lifecycle tracking capabilities. A conflict management tool needs to work the way your people do. Evaluating your firm's potential business relationships requires timeliness, flexibility, and complex analysis. Our Upfront solution provides comprehensive due diligence through intelligent filters.

Elevate ELM unifies legal requests, matters, contracts, counsel, and spend management into one intelligent and connected platform, empowering you to streamline legal operations, enhance collaboration, and gain valuable insights throughout your entire legal ecosystem, optimizing efficiency and driving informed decision-making. Standardize your legal intake process, efficiently organize and assign service requests, monitor legal demand volume and nature, and keep stakeholders informed of request status. Centralize the management of legal matters, foster collaboration with business stakeholders, analyze and report on matter data, and gain transparency into legal workload and activity. Securely store and manage executed agreements, capture essential terms, track contractual obligations, and proactively mitigate risk with alerts and notifications. Seamlessly collaborate with legal service providers, conduct structured RFP processes, and compare legal vendors.

LawVu is the legal workspace for in-house legal teams to do their best work, faster. With everything you need, when you need it – make it your own with matters, contracts, spend, intake, knowledge and reporting all available in one simple and flexible workspace that scales with you. No more bouncing from system to system, as LawVu enables legal teams to have total visibility and control, so you can spend less time on busy work and more time on the strategic role you came in-house to do.

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.

Increase sales and reinforce liaisons with the affordable and fast SuiteCRM for Lawyers. It's designed to provide legal professionals with all the necessary modules to grow a business and increase profits. As we all know, best legal practices with right client management techniques will enable busy law firms to engage in more productive tasks hence increase overall firm’s performance. Through SuiteCRM Legal CRM system, all team member such as paralegal, lawyers, attorneys and support staff can efficiently organize customer cases, related documents, associate appointments and log accurate time entries for billing and invoice. A legal CRM system has in-built functionalities to monitor and maintain a classified list of clients, important leads, prospects & all other necessary information. It captures primary information such as communication addresses, contact numbers, emails, & the conversations between the two, adding substantial information.

CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.

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.

A superior qualification, answering & intake service for small businesses. Our live, U.S.-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients. Pricing starts at just $70 per month. U.S.-based receptionists on duty weekdays 5am – 9pm PT/8am – 12am ET. Forward all calls or overflow only. Lead qualification & intake with CRM integration for complete workflows. Appointment & call-back scheduling, with calendar software integration. Payment collection, with integration to your credit card processing software. Spam & sales call blocking, call screening & prioritization, plus VIP pass-throughs.

Dazychain supports your organisation’s digital transformation. By understanding the challenges legal leaders face when managing matters, people and documents without an effective system, we help lawyers optimise the department’s workload, control risk and provide rapid advice to meet changing business requirements. Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.