Alternatives to Mailatio
Compare Mailatio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Mailatio in 2026. Compare features, ratings, user reviews, pricing, and more from Mailatio competitors and alternatives in order to make an informed decision for your business.
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1
The Legal Assistant
The Legal Assistant
Everything your firm needs to increase productivity, increase client satisfaction and allow your firm to grow in one easy-to-use package. The Legal Assistant streamlines both your incoming and outgoing mail processing saving you hours of daily allocating and filing. You will never lose correspondence again and shave hours off the labor-intensive process of scanning and filing ensuring all incoming mail is correctly associated with relevant case files. And by connecting directly to your email provider, incoming emails are identified and attached to relevant case files automatically, even while you sleep, saving you from having to search your inbox to see if a due document has arrived. With hundreds of MS Word templates available, you can get started immediately corresponding with your clients, opposing law firms, or dozens of other parties related to your cases. All templates are fully customizable using Microsoft Word so staff won't need to learn any new feature.Starting Price: $55 per month -
2
Nimbus Marlowe
Nimbus AI Holdings
Nimbus Marlowe is a web-based AI operations platform for solo and small personal injury law firms. It answers and qualifies intake calls around the clock, books consultations, and creates structured intake packets for attorneys. Its AI agents support contract review, case preparation, demand-letter drafting, and collections follow-up, while workflow automation coordinates tasks, documents, and communications. The platform works alongside a firm's existing practice-management system and includes a free CRM for contacts, matters, documents, and client portal access. Firms pay published flat rates for completed units of work, with no seat fees or subscriptions on pay-as-you-go plans. Each AI-generated output is a draft for attorney review and adoption; the product does not provide legal advice.Starting Price: $12/invoice/month -
3
FamilyCase.AI
FamilyCase.AI
FamilyCase.AI is a cloud-based practice-management workspace for solo and small family-law firms. It brings matter records, evidence, deadlines, client communications, intake, billing, and trust-accounting context into a shared attorney workspace and client portal. Its AI assistants support matter preparation and firm administration, including intake follow-up and billing or trust signals; the product presents source-linked facts and holds AI-generated outputs for attorney review rather than making legal decisions or filing automatically. Firms can manage client questionnaires, document review and approvals, evidence sharing, case updates, time and billing workflows, trust ledgers, and matter status. The service also offers onboarding and data migration from other legal practice-management systems. California Family Code review guardrails are included, with attorney verification required.Starting Price: $1,999/lawyer/month -
4
Referent
AI Lawtech Sp. z O.O.
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage. -
5
Iolite Matter Management
Iolite Softwares
Iolite Matter Management Software is a powerful administrative software that manages Matter for varied sectors efficiently with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of Attorneys, and Advocates paperless. The complete processing, storage & retrieval of matter documents is carried out from the Iolite Matter Management Software making the work of law firms highly simplified and productive. The Iolite Matter Management Software provides users to store matter of various categories of matter i.e. Trademark Drafting, Copyrights Drafting, Designs Drafting, Corporate Law, Investigation of a Trademark, Domain Name, Foreign Filing License, National Biodiversity Authority, Patent Drafting, Patent Searching, Trademark Search, Criminal Complaint, Custom Recordal, and more. -
6
dreamif.ai
JCKY Projects, Inc.
dreamif.ai is a cloud-based AI email assistant for professionals who manage client and business conversations in Gmail or Outlook. It identifies messages that may need a reply, prepares draft responses in the user's writing style, and saves them in the existing email thread for review and approval before sending. Users can set drafting rules, organize incoming mail with labels, and manage follow-up reminders and draft messages. With permission, the assistant can use email context, contact notes, connected calendar availability, and files from approved folders to help prepare replies and suggest meeting times. Chat and voice workflows help users find conversations, revise drafts, and review or approve actions. The product also supports workflows for sales teams and real estate agents, with specific capabilities varying by plan.Starting Price: $20/month -
7
AdvManager
ALMEN Tech
AdvManager is a cloud-based legal practice management platform for Brazilian lawyers and law firms. It organizes clients, cases, deadlines, hearings, official-gazette notices, documents and firm finances in one workspace. The service monitors bar-association identifiers in official gazettes and uses AI to summarize notices and suggest tasks and deadlines for review. Users can link notices and case updates to matters, manage tasks and hearings with Google Calendar synchronization, and generate contracts, powers of attorney and other document drafts using client and case data. Its financial tools track receivables, payables, case expenses and client reimbursements separately from firm revenue. Subscription plans vary in user, monitored-identifier, storage and monthly-query limits; availability of publication-monitoring and finance features depends on plan.Starting Price: R$29,90/month -
8
Mycel
Mycel
Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.Starting Price: $299/firm/month -
9
Iolite Trademark Management
Iolite Softwares
Iolite is a powerful administrative software that manages the complete workflow process of Trademark portfolio managers with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for renewals, hearing due dates, due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of IP Attorneys, Advocates, Solicitors, and Trademark Agents paperless. Iolite is specially designed for Trademark Attorneys & Agents to integrate the Inter-Departmental users of the IP Law Firms, such as Partners, Principles, Associates, Para Legal team, Clerical & Marketing Staff whilst maintaining agreed levels of restricted access on a single platform.Starting Price: $280.00 / Year -
10
MyCPACRM
YOO Technologies Inc.
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system. Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off. Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
11
Ideagen Mail Manager
Ideagen
Ideagen Mail Manager is email management software for Microsoft Outlook that files project emails into your own systems so correspondence stays organized, searchable and audit-ready. Its Prompt & Predict feature learns your filing habits and suggests the right location as emails are sent and received, and emails can be filed to SharePoint, OneDrive or Ideagen Collaboration Portal. Advanced search covers subject, body, attachment name and even meeting location, using the relationships between projects, clients and deadlines. Files saved to shared folders stay accessible to project members, so project histories remain with the organization when colleagues leave. Compliance reports and audit trails help when auditors or clients ask for communication records. Serves AEC, professional services, financial services, legal, consultancy, logistics, government and property. -
12
Helvedrive
Saviano Sàrl
Helvedrive is a cloud file-storage and sharing service for individuals and professional firms handling sensitive documents. The browser-based drive stores and organizes files and folders, with protected share links, version history and a Windows sync app. A free account includes 1 GB; paid plans include Solo with 100 GB for €9.90/month, Pro with 1 TB for €29.90/month, and Team with 500 GB per person for €14.90/person/month, excluding VAT. Its Model Context Protocol (MCP) server lets compatible assistants such as Claude and ChatGPT search, read, organize and save files with user authorization. The service is designed for individual users and firms such as fiduciaries, law practices and notaries, and the vendor describes file hosting in Switzerland. The encrypted vault and tailored premium business offering remain in development; the latter is quoted per organization and is not yet open to real data.Starting Price: €9.90/month -
13
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
14
BrilliusLaw
Brillius Technologies
BrilliusLaw is an AI-native legal platform for law firms, individual advocates, law students, enterprise legal teams, legal departments, and law colleges and universities. It combines legal case management with tools for organizing matters, hearings, documents, drafting, billing, and workflows. Its legal research functions cover Bare Acts, statutes, precedents, and past judgments. AI assistance supports searching and analyzing legal materials and drafting content for legal work. The platform brings these practice-management, research, and drafting functions together in one digital environment. It is designed for legal professionals and students working with cases, legal documents, court-related dates and tasks, billing activities, and research sources as part of their day-to-day legal work. -
15
Iolite Litigation Management
Iolite Softwares
Iolite Litigation Management Software is a powerful administrative software that manages Litigation for different jurisdictions efficiently with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for hearing due dates, due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of Attorneys, and Advocates paperless. The Software allows the user to store and manage the complete case details i.e. Case Description, Court, Case Type, Court Type, Title of Litigation Case (X vs Y), FIR details, Opposition party & advocates, etc. The complete processing, storage & retrieval of case documents is carried out from the Iolite Litigation Management Software making the work of law firms highly simplified and productive. -
16
AttorneyCore
AttorneyCore
AttorneyCore is legal practice management software for U.S. law firms, with an initial focus on personal injury practices. It brings client intake, contacts, matters, documents, tasks, calendar events and deadlines into a shared workspace, with time tracking, billing, invoices and client communication linked to matter work. The platform includes browser access and a Windows desktop client; the desktop client is listed with the AI Pro plan. Eligible plans include client portals and trust and retainer tracking. Optional AI workflows can help create matter summaries and draft client updates for attorney review; availability depends on plan and provider configuration. Plans are priced per active user, with monthly and annual billing options, and larger firms can inquire about custom workflows and rollout. Firms remain responsible for verifying deadlines, legal references, financial records and AI-generated work.Starting Price: $49/user/month -
17
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. -
18
MirrorWeb
MirrorWeb
We help firms manage and evidence changes in their digital content. Through the MirrorWeb Insight platform we capture, archive and monitor web, SMS, email, instant messaging, mobile platforms and social media channels, ensuring digital communication regulations are met and content remains compliant. Our technology is unrivalled. Through cloud-archiving we provide data sovereignty and store archives in a legally admissible format (WORM). Once captured, your archives can be replayed and searched through our platform at any time. -
19
Hyperdoc
Hyperdoc
Hyperdoc is a purpose‑built SaaS platform that automates ATO document handling for Australian accounting firms. Instead of spending hours downloading, renaming, saving and forwarding ATO correspondence, your team manages the entire process in one secure, centralised workflow. With direct integration to the ATO, Hyperdoc automatically retrieves new ATO documents as they become available — no more logging into portals or chasing missing correspondence. Sensitive data, including TFNs, is automatically redacted before anything is sent to clients, reducing compliance risk and removing manual admin. Hyperdoc streamlines your client communication with customisable, pre‑built email templates and auto‑generated client‑ready drafts. Documents are automatically classified, assigned to the right client entity and routed for review, so your team can process more work with fewer follow‑ups and less rework.Starting Price: $100 -
20
Ardela
Ardela Limited
Ardela is an AI workspace for legal teams to draft, review and analyse documents. Work with your firm’s templates, compare information across files, and use Clara, your AI assistant, to refine work while staying in control of every change. Built-in voice capture and meeting transcription turn conversations into documents. -
21
NOA
NOA
NOA is an AI-assisted patent prosecution platform for patent law firms and corporate intellectual property teams. It retrieves and analyzes patent application prosecution histories and Office Actions, builds examiner profiles from publicly available USPTO records, and helps practitioners compare response strategies. The platform maps claim elements to cited references, draws on a firm’s prior arguments and amendments, and generates Office Action response drafts in the firm’s style. A separate review workflow checks draft support, citations, consistency, claim scope, and potential argument risks. Attorneys can review and edit the analysis and drafts before filing; NOA is positioned as decision support, not legal advice or a substitute for licensed practitioner judgment. -
22
Winmacs
stp.one
Winmacs supercharges your daily work by simplifying and accelerating all workflows and processes on which you and your clients depend on-premises or in the cloud. The modularly expandable and fully comprehensive law firm software is specially developed for medium-sized law firms and notary offices that rely on modern forensic and digital working methods. Benefit from an intuitive user interface that simply reflects all law firm processes in a practical way. Stop struggling with an unnecessarily complicated system and instead focus on what's important - your clients. Take advantage of the benefits of automation. Streamline your workflows, reduce errors, and cut costs. Streamline repetitive manual tasks and pave the way to higher productivity and thus a more profitable law firm. Simplify case management across involved parties, documents, tasks, invoices, deadlines, reminders, and appointments. Gain the upper hand in staying organized, meeting deadlines, and keeping clients happy. -
23
ECFX Notice
ECFX
Legal assistants and paralegals can spend 5-60+ minutes to process a single notice, multiplied by hundreds or thousands of notices per week. Wasted time, human error, delays in processing, siloed information, routing errors, and more. ECFX Notice saves hundreds of hours a week for law firms of all sizes and litigation specialties. Documents stored with your firm’s naming conventions and abbreviations—all customizable according to office, practice group, client, and more. The format, content, and frequency of email notifications is yours to control. PDFs or links to documents in the DMS are included according to attorney preferences. Documents are filed in as many places as you want them, the firm DMS, client share folders, and/or cloud storage. It’s up to you. An intuitive dashboard powered by customizable metrics for monitoring matter, case, client, and timekeeper notification activity. -
24
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. -
25
Cogram
Cogram
Cogram is an AI platform for architecture and engineering project management. It automates the project documentation so teams spend less time filing and searching for information, and more time on billable work. Cogram files project email automatically, drafts field reports from voice notes and photos, and logs RFIs, submittals and transmittals. The platform also automates meeting minutes in virtual and in-person meetings, using a firm's templates. Cogram's AI agent can answer questions and automate work across the project record, including email, documents and drawings. Cogram integrates with Deltek Vantagepoint, Unanet ERP A/E, Procore, Autodesk Construction Cloud, Microsoft Teams, Outlook, Zoom, Google Meet, Webex and Windows file servers. Firms use Cogram to reclaim billable hours from unbillable administration, and to hold a complete project record for the retention periods that firms require. Deployment options include private cloud and on-premises hosting.Starting Price: $79/month -
26
SmartFlowPros
SmartFlowPros
SmartFlowPros is a cloud-based email outreach and follow-up platform for recruiters, staffing firms, small sales teams, and agencies. It connects to Microsoft 365 or Gmail/Google Workspace so users can send personalized, multi-step sequences from their own mailboxes. Users can create AI-assisted email copy, import contacts by CSV, schedule follow-ups, and monitor opens, replies, and bounces. Future messages can stop automatically when a recipient replies or a message bounces. The platform includes a reply inbox with AI-assisted draft suggestions, email warmup, deliverability checks, and team workflows. CRM sync is documented for HubSpot, Salesforce, and Pipedrive, with Calendly scheduling support. Recruiting workflows include candidate follow-ups and interview reminders; other uses include client and prospect outreach. SmartFlowPros is accessed through a web application.Starting Price: $49/user/month -
27
GenMail
Genspark
GenMail is an AI-assisted email and calendar client for people who want to manage multiple mailboxes in one workspace. Desktop and mobile apps connect Gmail, Outlook/Microsoft 365, iCloud, NAVER, Yahoo! JAPAN, LINE WORKS, and other accounts that support IMAP/SMTP, with provider-specific limitations. It combines a unified inbox, folders and search with AI inbox triage, message summaries, reply drafts based on the user's writing style, follow-up suggestions, scheduled sending, and natural-language email search. A unified calendar brings together supported connected calendars and includes event creation and RSVP tracking. Users can review and edit AI-generated drafts before sending; account-based AI features consume Genspark credits. GenMail is available for macOS, Windows, iOS, Android, and on the web, while connected mail remains with its email provider.Starting Price: Free -
28
NexTalk
NexTalk
NexTalk’s Access Contact Center software demonstrates your firm’s commitment to inclusivity and accessibility, allowing you to instantly and privately communicate with your deaf and hard-of-hearing customers while remaining compliant with federal ADA requirements. When one of the nearly 48 million who are deaf or hard of hearing call you, our special software then validates the call and instantly routes it to an agent. The call is private and secure with no middleman. Once that call is validated, the TTY call instantly pops up on your agent’s computer. Your deaf or hard of hearing customer and your staff are now communicating directly via chat. Communicating with all customers in a private, secure manner is solved, you are ADA compliant, and your customers are happy. -
29
Claude for Legal
Anthropic
Claude for Legal is an AI assistant from Anthropic that legal professionals can use to work with documents and research materials. It can summarize lengthy files, extract and compare information, draft and revise text, and assist with contract and document analysis. Law firms and in-house legal teams can use Claude for Legal for recurring knowledge and document workflows, providing relevant context and source materials and reviewing generated responses as part of their work. Claude for Legal is available online and through desktop and mobile apps. It supports information processing and drafting; users remain responsible for checking outputs, applying professional judgment, and making legal decisions. -
30
Dwellex
Case Compass
Dwellex is case operations software for eviction and landlord-tenant law firms. One file moves from the first notice through intake, court, judgment, and writ. Firms serve notices one at a time or in batches. Each notice records a method, a time, and proof, including photos from the field, so the service log is ready for court. Landlords submit intake through a client portal, or staff enter it. Missing documents are requested before a case is approved. Court packets are built from the case. Complaints, affidavits, exhibits, and cover sheets use the template for that jurisdiction. Staff work from a queue of what is due today, and deadlines follow the stage of the case. Landlords check status across a portfolio, upload ledgers and leases, and confirm hearings. Matters and case events can sync with Clio and Practice Panther so billing is not entered twice.Starting Price: $399/month per firm -
31
Supio
Supio
Supio is a legal AI platform purpose-built for personal injury law firms, transforming how attorneys manage and analyze case data. It offers a suite of tools designed to streamline workflows, enhance decision-making, and improve client outcomes. Supio serves as an AI legal team member, providing instant insights and drafting assistance. It monitors case health 24/7, detecting misdiagnoses and treatment gaps, delivers up-to-date snapshots of potential settlements, medical specials, and liens, eliminating the need for manual ledgers. Supio generates accurate demand letters, documenting every injury with corresponding ICD codes. It can create precise medical timelines, aiding in higher settlements. Supio reimagines document creation and offers deep integration, predictive capabilities, and enhanced data analysis, making it an indispensable resource for law firms. -
32
Advoware
stp.one
Advoware is a powerful yet cost-effective software that helps you significantly increase the efficiency of your daily work, on-premises or in the cloud. The established law firm software is designed for smaller law firms and notaries and offers a comprehensive solution for file management, scheduling, and automated deadline monitoring. Work faster and more efficiently than ever with a fully customizable digital hub for managing your daily business. Create, manage, store, and protect all the digital documents your practice needs to serve your clients optimally. Take control of your financial operations like never before. From accurate invoicing and equitable revenue distribution to streamlined bookkeeping. Imagine you could produce case insights, summaries, and timelines at the click of a button, with virtually zero manual effort. Whether in the cloud or installed on your own network, Advoware helps you digitize your workflows professionally, without breaking your budget. -
33
Trevio
Trevio
Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil. -
34
Sixminute
Unison Labs
Sixminute observes the work a lawyer does across their applications and turns it into complete time entries, each with the client, the matter, the duration and a narrative the client can read. The lawyer reviews every entry and releases it into the firm's existing practice-management or billing system. Captured activity is organised on the lawyer's device before any model processing, unreviewed entries stay private to the timekeeper, and firm and client information is never used to train models. Sixminute runs as a desktop app on Windows and macOS and is built by Unison Labs in Amsterdam. -
35
Bloomberg Message
Bloomberg
Send, receive and manage emails over our secure network with your personalized Bloomberg email address. Tools that speed secure collaboration give you an edge. Our robust set of tools helps you create and share your research, estimates and proprietary data with colleagues through a cost- effective and straightforward upload, conveniently searchable by ticker, industry, author or tags. Have complete authority over who can access research with rigorous permissioning by individual, team or department. Stay ahead of requirements with compliance tools that capture and organize communications. Note is a feature-rich, note-taking and collaboration platform tightly integrated with the Bloomberg Terminal. Note enables you and your desk to capture ideas and tag them to specific securities or themes and share with colleagues, on both desktop and mobile. Bloomberg’s Trade Idea Messaging tool enables you to streamline the flow of your firm’s best ideas. -
36
Prolegis Estate Plan
Prolegis Solutions
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.Starting Price: $49/transaction -
37
SignalsHQ
SignalsHQ
SignalsHQ is an AI-driven tax automation platform for small and mid-sized US Tax firms that streamlines tax research, document intake, and compliance workflows. Our platform delivers legally grounded, authoritative tax insights rapidly, reducing manual effort and errors. It automates data extraction, working papers, and drafting while ensuring enterprise grade security. SignalsHQ empowers firms to shift from filing tasks to advisory services with confidence and efficiency. -
38
Infrarch Cloud Office
Infrarch
Infrarch Cloud Office is an online document management system developed by us. It provides a set of tools for the most important daily office management tasks - file sharing, correspondence management, invoice management, timesheets and others. Unlike most other similar products which are only available as services, Infrarch Cloud Office runs from your server. It is perfect for a large variety of businesses but is especially good for construction firms that have site offices and other units. Infrarch Cloud Office is a web-based application for managing your business. It allows you to access your documents across the Internet and provides features like correspondence management, registration of invoices, internal instructions registry, timesheets, file sharing and many others. The system is accessed using a browser and requires no software to be installed on client computers. -
39
eLuminate
eGenerationMarketing
eLuminate is an easy-to-use legal lead and case management software. Entirely web-based and highly customizable, attorneys and advocates can use eLuminate to manage their leads, cases, documents and firm’s day-to-day activities. Whether it’s when your client first applied for benefits or which stage of the appeal process your client is in, You can edit eLuminate to best suit your firm’s needs. From the age of your Social Security disability leads to the type of vehicle involved in a personal injury claim, eLuminate is not one size fits all: it helps you put your firms’ priorities first. eLuminate, is available online, so you don’t need to download any software or have a tech team come in to install the product onto your office’s computers. Any device that has internet connectivity can access eLuminate. Whenever you email a lead or a client, whether or not it’s sent directly through the software, eLuminate will generate a time-stamped note to record exactly what correspondence occurred. -
40
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. -
41
Revo
Revo
Revo is an AI email assistant designed to make inbox work faster, smarter, and more context-aware by drafting ready-to-send replies and executing to-dos directly from your email without constant manual input. Once connected to Gmail or Outlook, Revo builds a living memory of your business context by ingesting your emails, meetings, Slack messages, CRM records, tickets, and other integrated tools so it understands projects, decisions, customers, and deadlines rather than guessing from just the latest message. It automatically labels incoming mail by required action, drafts fact-based responses with high accuracy, and can handle next-step tasks such as updating tickets, creating documents, scheduling meetings, and generating meeting notes. Revo also integrates with Slack, Jira, Salesforce, Notion, and other systems so its drafts are grounded in real business data, and it can surface insights without you having to search for context.Starting Price: $22.50 per month -
42
eFiler
Irradiant Ltd.
File and Find emails from Classic Outlook or New Outlook. Easily file one or more emails at a time alongside other project-related documents. Find your colleagues emails instantly with our colour-coded indexed search tool. eFiler is an essential companion for Outlook users who are looking for an easy way to file and find Outlook emails. eFiler requires no fancy IT infrastructure and takes just minutes to get teams fully up and running. Predictive email filing makes it easy to save sent or received email messages. Indexed email search finds emails quickly. If your business relies heavily on email correspondence then eFiler is for you! Spend less time finding company emails. Forget shared mailboxes and public folders - file emails alongside other client or project documents. No more isolated emails sitting in your colleagues mailbox while they are on holiday! Filed emails become easily accessible for your entire team.Starting Price: $8.5/user/month -
43
Novipra
Novipra
Novipra is an AI-native IP Management System (IPMS) built specifically for Indian IP firms, startups, and in-house legal teams. It connects live to the IP India Trade Marks Registry for real-time conflict checks and status sync, auto-dockets every statutory deadline (renewals, RFE, oppositions, design extensions), and uses AI to draft office-action replies and conflict opinions. Where legacy tools retrofit India onto a foreign system, Novipra is India-first by design. -
44
Inbox Works
Orumio
Inbox Works is a browser-based shared inbox in development for teams that answer a shared address such as support@ or hello@. It keeps conversations visible until they are handled, shows which teammate is composing a reply, and warns before a second response is sent. Teammates can discuss messages privately beside the email, hand conversations to an owner, and use keyboard shortcuts to move through the inbox. Follow-up tools bring a message back on a chosen date or when a reply is overdue; a promised date remains even if the recipient replies first. Optional add-ons include snoozing, signatures, and rules that move selected messages to Done. It is designed for teams using Google Workspace or Microsoft 365, without a ticketing portal. The next email and reply open in under a tenth of a second. Teams can request free early access by approval, and a no-sign-up browser demo uses sample email. -
45
Sonny9
Bitskout
Sonny9 is an AI-powered front office solution designed to help professional services firms manage client onboarding, document intake, and communication more efficiently. It automates the process of gathering client information, handling document validation, and asking follow-up questions in real time, ensuring clients provide the necessary data promptly. Sonny9 integrates seamlessly with tools like QuickBooks, Sage, and Google Drive, helping firms automate repetitive tasks, streamline data processing, and focus on higher-value work. It enables firms to manage client interactions effectively by automating monthly intake and offering real-time Q&A to clarify any document-related issues. The platform also performs preliminary analysis, drafts reports, and updates the firm's system of record, boosting team bandwidth and saving time. By enhancing the speed of document processing and improving communication, Sonny9 helps reduce client stress and increase overall productivity. -
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MetaJure
MetaJure
MetaJure helps thousands of lawyers manage and instantly find the documents they need, right when they need them. We do it by gathering all of your firm’s documents, automating time-consuming document management tasks, and making retrieval easy and intuitive so that you can get back to practicing law. MetaJure automatically collects and indexes your documents and emails. No tagging or profiling required. Stop wasting time looking for documents. Instantly search all your firm’s documents with our intuitive keyword search. Leverage your firm’s existing work product and gain a competitive edge over firms that struggle to access their knowledge. MetaJure was founded by lawyers with the specific intent of creating technology tools that improve the quality, productivity and efficiency of lawyers and law firms. Grounded in the challenges of eDiscovery and finding “needles in the haystack”, MetaJure’s founders have been at the forefront of legal technology for over 20 years. -
47
WakiliCMS
Enfinite Solutions
WakiliCMS is an all-in-one law firm management software designed for mid and large law firms. It offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, financial management and reporting, and Human Resource management. No QuickBooks required. WakiliCMS is an all-in-one, comprehensive, easy-to-use legal management software for the modern law firm. WakiliCMS offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, time sheets, reporting, accounting, and Human Resource management. -
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ATX
Wolters Kluwer
The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.Starting Price: $597 -
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SEDNA
SEDNA Systems
Cut down email volume by up to 95% and get one source of truth for all conversations, data, and documentation through shared team inboxes. Unlike siloed email accounts, SEDNA gives team members controlled transparency of all correspondence, attachments, and actions taken within a project or message thread—along with quick composition and sharing capabilities—for more efficient communication and effortless collaboration. Each email within a team inbox has its own activity panel to host internal conversations, contextual data, and time-stamped activity that enables team members to work with—and around—one message in place of forwards, reply-alls, and cc’s that bloat email volume. The Activity Panel lets you see automatically generated or manually applied message details like category tags, job references, and people involved, as well as who viewed the message, who replied, and how so. And collaboration is easy with the ability to tag others and add comments for real-time discussion. -
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Eve
Eve Legal
Eve is a comprehensive AI legal platform designed specifically for plaintiff law firms, supporting every stage of a case from intake through resolution. It begins with case intake and evaluation, helping firms identify high-potential cases and generating overviews based on key documents and facts. In the pre-litigation phase, Eve drafts documents in your preferred tone and style, demand letters, medical chronologies, complaints, and cites relevant case facts. During litigation, it aids in propounding discovery, responding to discovery requests, analyzing depositions, and crafting motions, all within minutes instead of hours. Eve continuously integrates with your existing workflows and adapts to your firm’s processes, rejecting the idea of generic legal automation in favor of a system that “works alongside you.” Its features include an AI reasoning mode for advanced legal reasoning, inline source citation, and a validation framework to verify outputs.
