62 Integrations with NetDocuments
View a list of NetDocuments integrations and software that integrates with NetDocuments below. Compare the best NetDocuments integrations as well as features, ratings, user reviews, and pricing of software that integrates with NetDocuments. Here are the current NetDocuments integrations in 2026:
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1
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
2
Orion
Orion Law Management Systems
Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com. -
3
Desktop.com
Desktop.com
Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.Starting Price: $5 per user per month -
4
Centerbase
Centerbase
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.Starting Price: Contact Sales -
5
Microsoft Teams
Microsoft
Solving today's complex business problems takes teams of engaged people working together. We’ve built an online guide to teach you and your team the secrets of successful teamwork. When you have a place to create and make decisions as a team, there’s no limit to what you can achieve. Teams brings everything together in a shared workspace where you can chat, meet, share files, and work with business apps. Get your team on the same page with group chat, online meetings, calling, and web conferencing. Collaborate on files with built-in Microsoft 365 (formerly Office 365) apps like Word, Excel, PowerPoint, and SharePoint. Add in your favorite Microsoft apps and third-party services to keep the business moving forward. Get end-to-end security, administrative control, and compliance—all powered by Microsoft 365. Teams is designed for groups of all kinds. Get started with the free, no-commitments version. You can also get Teams as part of the best-in-class suite of productivity tools.Starting Price: $12.50 per user per month -
6
Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
7
Microsoft PowerPoint
Microsoft
Microsoft PowerPoint empowers you to design captivating presentations that inspire, inform, and engage your audience. With Copilot, PowerPoint’s built-in AI assistant, you can instantly generate outlines, craft slides from text prompts, and refine your content with smart design suggestions. It offers professional templates, customizable layouts, and multimedia integration for impactful storytelling. The Speaker Coach helps you rehearse with confidence, improving pacing, tone, and delivery. Seamless real-time collaboration enables teams to co-edit and present from anywhere across desktop, web, and mobile devices. With its intuitive tools and cloud connectivity through Microsoft 365, PowerPoint transforms ideas into polished, persuasive presentations.Starting Price: $9.99 per month -
8
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
9
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.Starting Price: $8.25 per user per month -
10
Microsoft Word
Microsoft
Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.Starting Price: $9.99 per month -
11
Assembly Neos
Assembly Software
Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for aStarting Price: $99 per user per month -
12
Soluno
Devlos Software
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
13
Formstack
Formstack
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
14
Rublon
Rublon
Rublon enables your workforce to securely access your organization's networks, servers and applications. Protect your data via easy-to-use multi-factor authentication and comply with data protection regulations like GDPR. Deploy Rublon organization-wide, enabling MFA for all your cloud apps, VPNs, servers, workstations, internal as well as on-premise apps.Starting Price: $1/month/user -
15
Bill4Time
Bill4Time
Bill4Time is a web-based time billing software for small and large professional service firms. Simple to use, intuitive, and affordable, Bill4Time streamlines the time tracking and billing aspect of business so that professionals can focus more their core capabilities. Bill4Time combines productivity and management tools in one platform, and offers utmost security and accessibility for users.Starting Price: $15.00/month/user -
16
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
17
Microsoft Power Automate
Microsoft
Microsoft Power Automate is a cloud-based service that enables businesses to automate repetitive tasks and optimize workflows across various applications and services. With no-code automation tools, users can easily create workflows between apps, automate approval processes, and reduce manual intervention. Power Automate incorporates AI capabilities to enhance productivity by automating document processing, data handling, and content generation. The platform supports both robotic process automation (RPA) and digital process automation (DPA), providing flexible solutions for businesses to integrate automation into both cloud and on-premises environments, streamlining operations and improving efficiency.Starting Price: $15/user/month -
18
Neota
Neota
Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform. -
19
Filevine
Filevine
Filevine is a cutting-edge Case Management software aimed to provide the modern law firm with an elegant platform that encompasses, organizes, and streamlines, the processes for successful legal teams. Composed of features that coordinate calendars and case note collaboration, the interface also includes a way to track time & expenses, document upload, and docket management. -
20
Actionstep
Actionstep Software
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.Starting Price: $49/month/user -
21
LEX247
LEX247
LEX247 is a modern cloudbased legal practice management platform for lawfirms of any size and practice. LEX247 delivers a very easy to use interface with the power, security and features of an enterprise practice management platform globally to lawfirms of all sizes LEX247 - just add a lawyer!Starting Price: $49.00/month/user -
22
Xakia
Xakia Technologies
Xakia is an in-house legal toolkit, purpose built for teams of 2, 20, or 200. It is simple, powerful and affordable, and brings together information and legal process in one simple, beautiful interface. Do away with endless excel spreadsheets and clunky, scattered data – Xakia provides a holistic view into your matters, tasks, deadlines, contracts, documents and budgets, and creates informative, data-driven dashboards for full visibility across individual and team workloads. With Xakia, it is easy to set up workflows, automation and notifications and immediately communicate the value of the Legal Team to your stakeholders.Starting Price: $70.00/month/user -
23
Draftable Legal
Draftable
Draftable Legal offers fast and accurate redline comparisons for legal teams looking for a cost-effective enterprise-grade solution. It supports multiple file formats including Word, PDF, PPT, Excel, and even scanned documents thanks to its built-in OCR. Users (and administrators within organisations) can customise output results and create and manage preset profiles. Seamless integration with file explorer, DMS, MS Word, and Outlook allows for easy review and export of output. Developed in collaboration with legal professionals, Draftable Legal addresses their unique needs. Leveraging Draftable’s proprietary algorithm, this software accurately detects changes across different types of documents. Its performance comes with expert customer support, making it a reliable and secure document comparison solution that legal professionals can trust.Starting Price: $199.00 -
24
CARET Legal
CARET Legal
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. -
25
TimeSolv
ProfitSolv
Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.Starting Price: $32.00/month/user -
26
DocsCorp
DocsCorp
Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.Starting Price: $49.50/user -
27
DocStyle
DocStyle LLC
DocStyle will convert and style any PDF file to Word completely in a single process using Intelligent Formatting Recognition. A process designed to clearly and accurately identify content in order to generate an editable and functional structured Word document. DocStyle will also style a Word document naively thereby relieving the burden of time consuming cleanup.Starting Price: $49/Month -
28
Formstack Documents
Formstack
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.Starting Price: $29 per month -
29
HighQ
Thomson Reuters
Strengthen your legal operations and workflow. Connect your legal professionals using an integrated digital workspace where you can boost productivity, seamlessly collaborate with others, share valuable insights, plus engage with clients and colleagues to deliver world-class legal services. Use an integrated platform to work with colleagues, collaborate on projects, and engage with clients. Standardize and automate time-consuming work and processes to help teams become more productive and efficient. Manage complex projects and matters, assign work and tasks, collaborate on documents and data, and provide complete transparency. Leading organizations trust HighQ’s secure technology platform to protect their valuable data and securely exchange sensitive information. HighQ combines consumer-grade concepts and simplicity with enterprise-grade capabilities to create a superior experience for you and your clients.Starting Price: $18.00/month/user -
30
RSign
RPost
RSign® is the e-signature platform by RPost®, a global leader for more than a decade. RSign® combines feature-richness with elegantly easy to use and affordability at scale. Unique to RSign is its ability to make common e-signing simple and automated, while meeting all of your document, form, or workflow scenarios. RSign makes the signing process simple and easy for signers to complete and sign documents using any desktop or mobile web browser in a guided process of signing. RSign comes with a simpler user design, customizable user interface, sharable templates, real time reporting, and more. RSign® makes it easy to view and rely on the Signature Certificate for e-sign tracking, a forensic audit trail, and sent and signed content and timestamp information. A robust record of who signed what when provides confidence that the e-sign process and record will stand up to scrutiny if ever challenged in the future.Starting Price: $7/month/user -
31
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 -
32
AuthPoint
WatchGuard
Our unique multi-factor authentication (MFA) solution not only helps to reduce the likelihood of network disruptions and data breaches arising from lost or stolen credentials, but we deliver this important capability entirely from the Cloud for easy set-up and management. AuthPoint goes beyond traditional 2-Factor Authentication (2FA) by considering innovative ways to positively identify users, and our large ecosystem of 3rd party integrations means that you can use MFA to protect access. Ultimately, WatchGuard AuthPoint is the right solution at the right time to make MFA a reality for the businesses who desperately need it to block attacks. AuthPoint uses a push message, QR code, or one-time password (OTP) as an additional factor proving your identity, and our mobile device DNA matches the authorized user’s phone when granting access to systems and applications. Therefore, any attacker who clones a user’s device in an attempt to access a protected system would be blocked. -
33
MatterAlert
PaayaTech
MatterAlert is a powerful docketing, calendaring and tickler system designed to help legal teams manage all matter-related information in one platform. The modern, web-based application seamlessly integrates with Microsoft Outlook, allowing users to sync their calendar items, tasks, and reminders to simplify workflows and keeps important information organized and accessible. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs.Starting Price: $20 per user per month -
34
One Legal
One Legal
File documents in any California Superior Court or select Nevada courts without leaving your desk. Easily create orders by uploading your documents. Receive status updates and court-returned documents online. We handle all the logistics of getting your documents filed. Arrange the service of summons, subpoenas, and other documents in minutes. Order online and we’ll get the right professional, as required by law, right on it. Receive status notifications and proof of service online. Available across the entire United States. Add to your eFiling order or request separately by uploading your documents and we’ll print and deliver your filing within a day.Starting Price: $16.95 per e-Filing -
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Version Story
Version Story
Version Story offers a modern approach to redlining. Version Story redlines Word and PDF documents with speed and precision. The flexible interface makes it easy for lawyers to automatically group and smoothly arrange any number of document drafts and compare them. Our AI-powered redline analysis applies your playbooks to flag issues and recommend changes, promoting standards and consistency across your team. For large batches of documents, automated grouping makes it easy to run bulk redlines and organize information for review. You can also merge groups of documents into a consolidated version. Version Story works on Windows and Mac OS and integrates with your DMS and Microsoft. Supported file formats include .docx, .doc, and .pdf. Before Version Story, redlining had become a tedious task. Version Story restores redlining to its essential place in the lawyer’s method, where each redline represents a breakthrough in the process of solving problems for your clients. -
36
Bundledocs
Bundledocs
Bundledocs is a cloud-first document-bundling platform designed to streamline the creation, management, and distribution of large-scale document bundles such as court bundles, deal bibles, transaction binders, or electronic casebooks. It allows users to upload files (Word documents, emails, PDFs, images, maps, charts, etc.), arrange and reorganize sections, and then automatically generates a professionally formatted PDF complete with page numbering, bookmarks, hyperlinks, a fully searchable OCR layer, and a customizable index, all with a single click. The platform supports collaboration across users and locations: share links, invite third-party reviewers, edit in real time, and handle last-minute changes or late inserts without re-creating from scratch. Integrations with popular document-management and case-management systems (e.g., iManage, NetDocuments, Smokeball, Tikit) enable seamless import from existing workflows. -
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Elevate your organization’s performance with adaptable legal management software. With OnitX Enterprise Legal Management (ELM), Onit helps corporate legal operations departments streamline their workflows and drive process improvement. Control the entirety of your operations footprint — from matter management to vendor management to e-billing and much more — through a configurable system of engagement that encourages collaboration and provides workflow clarity. Create legal management workflows to match your unique business requirements and change, alter, or adjust as necessary through our easy-to-use and configure system.
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Litify
Litify
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. -
39
Contract Express
Thomson Reuters
Contract Express is the plain language automation software used by our clients and their customers to rapidly draft, approve, negotiate and execute documents of any kind. With its intuitive markup, compliance, and relevancy tools, Contract Express automates and simplifies the drafting process; providing more time to focus on higher value work. Contract Express easily integrates with Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Installation and setup is easy and requires very little technical expertise. Rely on our document automation specialists to assist you through the implementation process. Contract Express provides business users with an intuitive, self-service questionnaire to help build a contract. Questions and guidance notes are defined in the document template by the document owners. Your completed document is routed with an alert email to specific legal and/or business approvers.Starting Price: $195 per month -
40
Litera Compare
Litera
Litera Compare accurately detects changes across any two documents in seconds. This market-leading document comparison solution integrates into your working life, whether you’re working from a desktop, the cloud, or on the go, so you never miss a beat. The time it takes to manage revisions from multiple authors in multiple document formats can become a serious cost issue, not to mention error-prone when spotting changes by eye. See how Litera Compare helps you compare with confidence. Get a holistic analysis of every changed element within your document in a layout that is easy to understand. Eliminate manual comparisons and version creation with the power to quickly identify changes. Have confidence every change was captured, then accept, reject, or flag changes for later review. The time it takes to manage revisions from multiple authors in multiple document formats can become a serious cost issue, not to mention error-prone when spotting changes by eye. -
41
Prosperoware Confidentiality Manager
Prosperoware
Confidentiality Manager enables firms to implement ‘need-to-know’ security and ethical walls without impacting workflow. Robust self-service, industry-leading notifications and acknowledgements, and multi-system design make it the best choice for firms concerned about meeting client security, regulatory, and ethical obligations across all systems where sensitive information is stored. Clients are demanding it and industry regulators are requiring it, but the process of switching from an ‘open access’ model may not be easy for firms. Without the right software, proper security places a heavy burden on IT, Risk, and lawyers; matter teams fear they won’t be able to access the information they need, when they need it. Prosperoware solves the challenge. Offload the burden from IT and Risk teams, empower end-users through unique self-service features, mitigate risk, reduce support costs, drive adoption, and work more productively. -
42
AccuRoute
Upland
Simplify paper-intensive processes with automated data capture, OCR, data extraction, routing, and fax transmission securely from one place. Automatically find and extract content from documents to eliminate manual entry, ensure accuracy, and monitor for security breaches without lifting a finger. Prioritize data integrity with features like encryption at rest, content monitoring, and data loss prevention to align with regulations like HIPAA and PCI DSS. Ditch old hardware for cloud fax as a service or get started with hybrid fax. Cut costs, eliminate maintenance headaches, and enable a remote workforce. Enable MFP devices with new panel buttons and even prompt for important data that can be set up to fit your business workflows. Upland AccuRoute gives you flexible capture, fax, and delivery capabilities the way you need them: on-premise, cloud, or hybrid. Securely capture and transmit sensitive patient information and records. -
43
Upland Intelligent Capture
Upland
Advanced cloud-based document capture software with routing and fax. Improve efficiency by automatically classifying documents, extracting data, and delivering downstream to any application. Empower your team with cloud-accessible document processing capabilities to send content to custom workflows or business systems. Streamline and analyze your document data with dynamic workflows and centralized dashboards. Enable remote workers to capture documents and images from any device and route to workflows from our user-friendly, accessible-anywhere interface. Automated data extraction and quality control processes reduce manual entry and lower the risk of misfiling information. Pay only for what you need and increase as your volume does, knowing that our infrastructure will expand to meet the demands of your growing business. Our innovative capture technology is outfitted with machine learning to automatically gather images and improve data accuracy at every step. -
44
FuseDocs
FuseWorks
When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds. Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate. Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters. You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them? We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback. -
45
EzeScan
EzeScan
The EzeScan Application and Survey Forms Data Extraction solution can automate your forms capture and reduce the amount of manual data entry, and where possible eliminate it all together. EzeScan provides a speedy interface to automate the extraction and verification of document data. The exception workflow interface provides for mandatory field requirements to guarantee clean output data that can be set to output in several file formats or uploaded into many common databases. For the records professional EzeScan takes the hard work out of capturing your valuable information, accurately and efficiently. As a batch capture tool, EzeScan can help you capture large volumes of paper based, digital born documents and corporate email. For both hard copy capture from an MFD or registering digital born documents; with EzeScan your staff can automatically capture and save their documents from any location directly into your line of business processes. -
46
ZERO
ZERO
With predictive DMS filing, ZERO for Desktop easily fits into a knowledge worker’s daily workflow. Stay secure and remain compliant by keeping all data in the network and avoiding cloud vulnerabilities. Time saved by automating administrative tasks can be used on higher-value work and allow for a better work-life balance. Reduce the amount of non-billable time spent on administrative tasks. Reduce non-billable time spent on admin tasks, recovering an average of $15k of lost revenue per timekeeper year. ZERO identifies and accurately predicts where to file emails within your DMS. File one at a time or in batches. Flag an email thread to automatically file all future-related emails. Automatically marks that an email has already been filed to the DMS with a flag to avoid duplicate copies. Classify emails by client/matter and prioritize that email content by sorting it to the top of your inbox. -
47
OneAdvanced Time Capture
OneAdvanced
OneAdvanced Time Capture is a time recording and validation solution designed specifically for law firms. It enables fee earners to capture every billable activity accurately, ensuring no revenue-generating moment is missed. The software records time instantly across devices, whether users are in the office, working remotely, or on the move. Built-in compliance tools help firms adhere to client billing rules and Outside Counsel Guidelines. Automated and AI-powered time tracking reduces manual effort and administrative burden. Detailed and accurate time entries support transparent invoicing and improved client trust. OneAdvanced Time Capture helps law firms maximise billable hours and improve overall profitability. -
48
Epona365
Epona
Epona365 serves as your all-encompassing solution for document and email management. It’s crafted on the foundation of Microsoft 365 and SharePoint, tailored specifically for lawyers and in-house counsel. Collaborate seamlessly and organize crucial information from any location or device. Epona365 unifies your widespread data into a single hub, directly accessible from Outlook or Teams. In essence, it streamlines your daily systems for a more efficient workflow, letting you say goodbye to chaos and hello to productivity! -
49
iTrain ALI
iTrain Legal
iTrain ALI offers ‘real time’ training support when you and your team need it as well as proactively engaging with your people to reinforce learning or communicate change. Seamlessly integrated alongside your own system, this powerful assistant is on hand at all times allowing your team to work smarter, more efficiently and above all with less stress. Simple to set up and fully customizable for your specific environment, iTrain ALI offers answers to key questions for all law firm end users and can also deliver instant access to training materials. With our best-of-breed regularly updated content just a click away the support to your in-house support teams is invaluable. iTrain ALI is a next-generation AI Chatbot specifically designed by us to provide a real-time trainer to your staff whenever needed. Let ALI assist your staff with all their “How do I?” questions and then direct them to the right answers and content based on their responses. -
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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.
