Alternatives to ServeManager
Compare ServeManager alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ServeManager in 2026. Compare features, ratings, user reviews, pricing, and more from ServeManager competitors and alternatives in order to make an informed decision for your business.
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1
TraceEngine
Polonious
The dedicated software for skip tracing from the world’s authority in case management systems. TraceEngine is the one tool you need to make skip tracing easier, faster, and more effective. It is powered by the PoloniousEngine and benefits from 20 years of experience in world-class investigation software and system delivery. Being cloud-based means hosting and security are taken care of, and can you be up and running in less than 10 minutes, with your first 30 days free. You’ll get access to our ongoing support for just $165 each month and with no lock-in contracts you can cancel anytime. TraceEngine is packed with powerful features specifically designed for skip tracing letting you manage more cases and generate more business. A simple search and pick tool lets you easily allocate cases to investigators. If they are not already in the system then a simple widget will pop up to let you add the required details. -
2
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
3
8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
4
Fulcrum
Spatial Networks
Fulcrum is a field inspection management platform that ensures safer workplaces, higher-quality results, and full compliance. With Fulcrum, organizations can streamline inspections in minutes, manage issues and tasks in one place, effortlessly document and meet regulations, and get consistent actionable insights and reports from teams in the field. Fulcrum - what can it do for you? - Create digital checklists and advanced inspection processes - Built-in, automated workflows - Receive real-time reports, performance dashboards, location-aware analytics - Distribute forms to mobile devices for data collection - Assign tasks and work orders to field staff - Fill out forms online or offline And much more! 30,000+ users across 100+ countries use Fulcrum to boost their operations, optimize how they leverage their data, and get the most out of inspections. Empower your team. Start your free trial now!Starting Price: $15 per month -
5
Court Runner
Court Runner
An easy-to-use, streamlined app for everyone. From professional legal firms with decades of collective experience to anyone looking to serve legal documents for the first time, we’re Court Runner. Court Runner is a user-friendly application designed to streamline legal document services across Canada, offering process serving, court filing, and skip tracing. Court Runner facilitates the delivery of legal documents to involved parties, ensuring timely and legally recognized service. Users receive notifications upon successful delivery, including time and date stamps, providing transparency throughout the process. The app manages the submission of necessary documents to courts, ensuring they are filed by a clerk and entered into the official record. Users are notified upon successful filing, with access to proof of submission stored within their accounts for future reference. -
6
Process Server's Toolbox
DreamBuilt Software
PST is simple enough for the small process server and powerful enough to scale for the largest process serving firm with powerful features like job trading, robust analytics, and automatic client emails. Manage your process serving business from anywhere. Our Windows desktop application is fast and efficient, and our web version is cutting edge and accessible from any computer or mobile device. Bill and get paid quickly with invoicing, client statements, batch invoices, receivable and payment tracking, online payment and more. Your process servers are the lifeblood of your business. PST has one of the most powerful document management systems in the industry with document classification, document trading, permissions management to control what your clients and servers can see, and advanced barcoding for automated attachment. Effortlessly keep your clients in the loop with automated emails that notify them of important job updates and job completion.Starting Price: $40 per month -
7
Proof
Proof
Enjoy a hands-off experience with a service operations manager who will keep track of all attempts made, solve any issues, and keep you updated every step of the way. Experience faster serve management, reliable servers, and a transparent, trackable process. We know how tedious and time-sensitive process serving can be. Proof opens you up to a national network of vetted servers and tracks everything online to make your life easier. With Proof, the heavy lifting is all automated—you give us the information you have, and we fill in the rest. Gather data on your serves in easy-to-read formats ready to be filed, exported, and shared on the go.Starting Price: $50 one-time payment -
8
ServeNow
ServeNow
ServeNow is a comprehensive directory of pre-screened local process-serving. ServeNow's platform allows users to search for process servers by county, city, or zip code, ensuring access to professionals in the required jurisdiction. professionals, dedicated to connecting individuals, law firms, and businesses with qualified process servers across the United States and internationally. All listed process servers undergo a screening process to verify their experience and qualifications, providing users with confidence in the services they hire. Beyond process serving, many professionals in the ServeNow network offer services such as court filing, document retrieval, skip tracing, notary public services, and legal courier services. ServeNow provides articles, newsletters, and a help center to educate and support both process servers and clients in the legal support industry.Starting Price: $20 per month -
9
Process Organizer
Process Organizer
Streamline your work flow, manage your servers and improve customer relationships all within one concise system. Eliminate countless hours of paperwork and reduce mistakes to help you to run a more efficient process serving business. Ready to go on Day 1 with built in affidavits and reports. Process Organizer allows law firm clients to send process servers additional jobs, with service documents attached. Through the client portal, multiple processes can be viewed at once, including status reports and scanned-in documents. Process Organizer can also send automatic email notifications to notify clients that a process has been served and include attached signed affidavits. Process servers can complete all the details of their work orders right from their device using an entry screen that is designed for ease of use for someone on the go. Dropdown selection where appropriate makes for fast and consistent entry.Starting Price: $90 per month -
10
ABC Legal
ABC Legal Services
Regional fulfillment offices with local process servers and regulatory experts know due process policies for court-ready proof of service. With our mobile app, your process server provides photos and GPS-tracked evidence for every serve. Combined with industry-leading investigations, our ability to deliver is unmatched. Under an exclusive contract with the United States Department of Justice since 2003, ABC Legal performs service-related activities on behalf of the U.S. Central Authority for serving private individuals and companies within the United States. ABC Legal is your local and national ally for comprehensive service of process solutions tailored to your entire firm. Upgrade your Upload-and-Go account to Professional for enhanced efficiency, cost savings, and superior outcomes with a single trusted solution.Starting Price: $65 per party -
11
Rapid Legal
Rapid Legal
Electronically file, serve, and deliver court documents with Rapid Legal. We’re an approved electronic filing service provider with superior courts in multiple state jurisdictions. Our people and platform work together to maximize eFiling court acceptance and deliver court-stamped documents and proofs of service fast, and reliably. Manage orders, cases, statuses, and invoices for your litigation support services in a single, secure online account with Rapid Legal. Rapid Legal Concierge Service is the solution for you. Simply submit your documents to us and our eFiling experts will place your order. Submit your eFiling and eService anytime, anywhere, using our secure, simple web-based portal. Plus, manage orders, cases, statuses, and invoices all in one place.Starting Price: $13 -
12
VCM (Virtual Case Management)
Virtual Case Management
Allow staff, vendors and clients to collaborate over cases securely. Communicate by log, email and instant messaging and control what can be viewed and accessed. VCM brings your business tasks into one central location. We automate your processes saving you time, and we focus on “billing as you work” to generate larger profits. Virtual Case Management® is a complete online case management solution; with contact, case and document management, to include accounting, template reports and email/IM integration built throughout the case. VCM works on the concept of a user’s processes which need to be conducted throughout a day, and we integrate those processes and automate them into a one-step solutions. We stop the multi-clicks and multi pages often associated with online systems . . . case data is stored within ONE PAGE. VCM saves you approximately 30 minutes per day (10 hours per month). We accomplish this through automation with a focus on “billing as you work”.Starting Price: $24.99 per month -
13
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 -
14
Process Server Software
ServeManager
There are many aspects of process serving that a software must take into account. GPS Tracking, collaboration, custom affidavits, and just some of the features that modern process service software needs. Think about your work flow and what you need to get the job done. However, keep in mind that updating your workflow (and therefore cutting out a few steps) may be the sign of a modern software that will save you time. Process servers deal with sensitive legal information as well as payment methods. It is crucial that the software remains secure to keep this information out of dangerous hands. Be sure that your process server software has bank-level security. Server-side encryption and private URLs are a necessity for any process service software. Additionally, make sure that not only is your software secure, but provides regular backups of your data so nothing will be lost. "Availability" has many meanings when it comes to process server software. -
15
Paper Tracker
Caffeine Code Inc.
Paper Tracker is one of the most advanced software for process servers to hit the market. Work Anywhere: Work from anywhere you have an internet connection, requires no special hardware to maintain or purchase, works with Windows, Mac, Linux with Chrome, IE and FireFox, great for companies with branch offices or remote workers. Track and generate invoices, returns or proofs of service/affidavits, field sheets and request for service, billing statements of all outstanding balances or create statements by case #, accounts receivable, accounts payable, and check register. Client Web Portal reduces phone calls to the office, checks real time status on jobs, print off returns, invoices and statements, and gives them access to any document you have marked visible to the client. Mobile - smart phone application provides server with routing directions for jobs assigned to them, record attempts and service information, and GPS Timestamps photos uploaded to associated job.Starting Price: $50 per month -
16
LegalConnect
LegalConnect
Legal support service providers need to maintain and grow their business in the face of challenges from increasing court filing regulations, stiff competition, technological advances, and more. LegalConnect gives you the software and services you need to succeed now and in the future. LegalConnect offers all you need to run your company from sign-up to invoice, with powerful features to manage customers, orders, documents, vendors, accounting, and reporting. Plus, get access to filing services and a nationwide network of fulfillment partners to better compete, stay relevant,t and extend your business reach. Designed for maximum ease of use and speed, LegalConnect helps your employees get their work done quickly and efficiently. Better service means happier customers and more business for you. -
17
IRBsearch
IRBsearch
IRBsearch gives you access to more than forty individual searches and reports to find the information you need. All search and report results are saved for seven days and are exportable as a PDF, Word Document, or Excel Spreadsheet. IRBsearch gives you access to more than forty individual searches to find the information you need. Coverage for our information stretches across fifty states and all US territories. Get all your information in an easy-to-read report. With our data collection tools, three comprehensive reports make up a 360-degree background profile. The Watchdog Service monitors searches for you 24/7, detects any updates, and alerts you via email if your subject is arrested, incarcerated, or has a new phone number or address. Locate vehicles nationwide using license plate recognition data! Vehicle Sightings gives you instant access to current and historical locations of vehicles across the United States. -
18
File & ServeXpress
File & ServeXpress
File & ServeXpress focuses on providing users with case, document and party management solutions that simplify the litigation workflow of any case. By offering electronic filing to courts, process service, secure document exchange among judges and attorneys, alert and notification tools, and a document repository, File & ServeXpress offers a complete litigation solution throughout the life of a case. -
19
Legal Suite
Legal Suite
Legal Suite offers solutions for Corporate Legal Departments and for Law Firms. Legal Suite is a member of the Septeo Group, a major technology player serving legal professionals, real estate managers, and IT departments; Septeo deploys its expertise around the world to 120,000 users. Generate contracts rapidly. No more playing hide-and-seek with your documents and emails. Automate document naming for consistency. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Save time when entering data. Generate reports on activities and projects within teams. -
20
Jayhawk Court Software
Jayhawk Software
An essential task in any docketing system is the ability to quickly and easily enter information and retrieve info out at a later date. Jayhawk Court Software is simple and quick and makes court case tracking a breeze! Quickly and easily locate cases through our case search screen, which allows searching by defendant name, case number, citation number and additional fields. Electronic transfer of information to your state motor vehicle department and outside collections agencies. Court software packages available for Kansas, Arkansas, Oklahoma and Oregon municipal courts. Electronic interface for ticket import with various e-ticket vendors. Jayhawk Court Software’s tabbed screens make locating case details and performing tasks easy with a click of a button. The offense table includes standard state traffic offenses and the ability to customize to your local ordinances. With automated compliance processing, failure to appear and failure to pay cases are easily managed. -
21
Enterprise Justice
Tyler Technologies
Enterprise Justice Software powered by Odyssey. Courts and justice agencies in seven countries and 28 U.S. states, serving more than 100 million citizens, use Tyler products. We have a proven history of rapid implementation and a client base with a track record of successful innovation to expand access to justice, empower legal professionals with helpful tools, and facilitate collaboration across justice partners. Enterprise Justice’s Court Solutions are anchored by Enterprise Case Manager – the leader in court software serving more than 24 states, including 14 statewide implementations in the United States – offering robust solutions for judges, clerks and attorneys, as well as the public. Enterprise Justice connects with our justice partners in law enforcement, corrections, and supervision for an end-to-end criminal justice solution from dispatch through disposition.Starting Price: $25 one-time payment -
22
ClientRock
ClientRock
Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.Starting Price: $75 per month -
23
Form Simplicity
Form Simplicity
In today’s busy real estate world, time is money. Form Simplicity is designed for busy real estate professionals like you to create transactions efficiently while mitigating risks. First, create time-saving templates, groups of frequently used forms, with pre-populated data. Enter data in a field once, and it will automatically populate into all the other standard fields throughout the transaction. Then, import data from the MLS. Form Simplicity’s automation tools reduce typing and increase productivity. eSign, Form Simplicity’s electronic signature solution, saves countless hours by quickly capturing signatures. As a Form Simplicity user, your Libray of Forms includes the most current versions of your association’s, MLS’s, or brokerage’s forms. With Form Simplicity, you can be confident the forms in your clients’ transactions are always up-to-date, protecting you and your clients from risk. -
24
Fenergo
Fenergo
Customers expect simple and efficient digital journeys. However, financial firms must gather and validate detailed client information to serve their needs and ensure regulatory compliance. Fenergo makes the complex seem simple by re-using client information already collected or digitally sourcing it within our API ecosystem. We create digital journeys that delight clients and minimize cost to serve. Our community-led regulatory policy and rules ensure compliance by design. Fenergo revolutionizes how Commercial, Business and Retail banks manage customer journeys throughout the customer lifecycle. It empowers banks to deliver a modern, digital experience to customers, from any channel of their choice. By digitally transforming back-to-front office operations, banks can ‘delight’ customers with a truly optimized, efficient and better customer experience through every stage of the customer lifecycle. -
25
Mayors Court
The Baldwin Group
Over 200 Ohio municipalities have chosen one of BGI’s Windows® based Mayor’s Court™ systems to smoothly manage cases, monies and all details associated with a mayor’s court. Whether you are running a full-blown mayor’s court or processing through a violations bureau, there is a Mayor’s Court™ version to meet your needs Cash reports by date range - cash, bonds, credits, receipts, payment plans, disbursals, and more. An invaluable, everyday tool to locate and manage cases with open items such as warrants, forfeitures and suspensions, missed appearances, overdue payments, overdue probation, insurance compliance, and cases/probation to be reviewed. Enter the criteria to select cases eligible for collections and forward them to selected collection agencies either electronically or by paper. Add appropriate fees and disburse the monies to the proper agency. -
26
Manage My Lawsuits
MML Technologies
Manage My Lawsuits manages cases, legal matter, client relationships and teamwork. It empowers you and/or your team to be even more efficient, saves you a lot of time, and enhances team collaboration as well as client and advocate relationships. It can serve as your virtual office, allowing you to allocate work, take notes, check hearing dates and keep tabs on teamwork anywhere, anytime from an internet-enabled device. Our case management system has made managing information easier than ever before. Create a case in just a few seconds. The case will create its activity stream as you keep adding information, making updates and attaching documents. Everything comes together seamlessly to provide the big picture systematically. Generate your High Court cause list in PDF format with just one click. Our legal solutions make creating lists fast and efficient. Easily segregate cases listed in different courts. You can also generate cause lists for your team.Starting Price: $93.78 per user per year -
27
WorkWave ServMan
WorkWave
WorkWave ServMan is an enterprise resource planning (ERP) software that’s designed specifically for field service enterprise businesses. ServMan is built to meet your unique current demands and grow along with you as your goals and needs evolve. With both desktop and mobile applications, ServMan is everywhere that you need it to be. Make marketing easy with ServMan’s many sales tools. With intuitive quote and proposal tools built right in, it’s easy to connect with potential customers and shorten the length of your sales cycle to start closing deals and bringing in more revenue. With a customer relationship management (CRM) system that improves business relations and allows you to better adapt to a client’s specific needs, ServMan helps you to bring on new clients and satisfy current clients. Automated client communication ensures that you can keep your customers informed while also saving time. -
28
billmywork
Indasil Solutions
Invoice your customers in seconds, send emails with attachments. Generate invoices from entered time and get paid faster. Faster billing means quicker payments. Accept payments online. Create professional estimates quickly. Re-use existing template and get your clients approval, streamline your workflow. Convert estimates to invoices in a single click. Capture receipts and upload using your mobile device or desktop PC. Categorize expenses into custom categories unique to your business. Generate reports at tax season, save time. Accept payments online using credit cards. Multiple payment gateways supported, pick one. Track payments offline, and email receipts to your clients. Track time accurately using multiple views and timers. Timesheets and approval option available for client or administrator. Setup reminders for missed timesheets. Auto populated timesheets for quick entry.Starting Price: $7 per month -
29
eContractHub
eContractHub
Finally get rid of the old manual, time-consuming, frustrating, complex and inefficient way of creating and tracking your contracts. An easier way of entering key contract data and tracking your contracts throughout all stages from initiation to renewing. Understanding details of your contracts at every stage of the life cycle is critical to successfully managing them. Built-in Microsoft Word integration for both online and desktop and Microsoft One Drive. Your contracts are stored on secure servers in an account-based folder structure that only you can access. Quickly and easily get your contracts digitally signed with DocuSign. eContractHub is designed to be fully compatible with various computers, tablets, smartphones and web browsers. We care about the security of your contracts and protect them in our state-of-the-art and highly secure servers. We are always adding new features, functions, and integrations to make eContractHub even easier for you.Starting Price: $29 per month -
30
Aderant eDockets
Aderant
Our eDockets solution brings tremendous efficiency, risk management, and enhanced workflow processes to your firm within a single docketing management system. We automatically calculate critical court dates and populate each attorney’s Outlook calendar, eliminating the risks associated with manual entry while increasing productivity. With missed deadlines factoring into 38% of malpractice suits against leading law firms, firms need a better solution to manage deadlines in a fast-paced environment. By automatically calculating all critical dates, eDockets keeps your attorneys up to date with reminders, docket entries, and court appearances by populating into their calendars. Reduce the need and the risks of manual entry, and enable a more efficient firm. -
31
Legal Document Server
Legal Document Server
To simplify all aspects of Litigation Support through innovative, user-friendly technology. From case initiation to settlement/trial, we aim to make attorney services as simple as possible. To become the industry standard for innovative litigation support. We want to become the one-stop shop for litigation support services nationwide. Customer Commitment – We focus on delivering the best in class customer experience. Our core function is serving our customers with care and consistency. We strive to work with a high sense of urgency, no matter how small the task may be. We provide physical court filing cut–off times as late as 1:00-3:00 pm (depending on court location). File and serve your documents from anywhere in the world through our Online Legal Support system. Users can submit and track all their orders through our online portal. Let us do the work you shouldn’t have to. -
32
C-Track
Thomson Reuters
C-Track is a user-friendly, web-based system that helps you efficiently manage your court's workflow – instead of it managing you. Whether you process cases, enter data, preside over hearings, support court technology, or interact with the courts on a regular basis, C-Track helps you work more efficiently. Because C-Track easily adapts to your court's unique rules and critical processes, rules can be changed quickly and easily without technical support. Our engineers continually develop new enhancements to make C-Track software more powerful and easier to use. As technology evolves, so does C-Track. C-Track allows for seamless standards-based integration with other internal and external systems for the most efficient, streamlined workflow. C-Track is comprehensive and works for every user, across every function of the court, throughout every case type to decrease workload pressure in all court departments. -
33
Invoxy
Invoxy
Contractors and temps record their hours and request approval online. Admin users can quickly add bulk time. Clients can view all the details and approve timesheets from an email without logging in. We keep a full audit trail of approvals. Quickly create and send large batches of invoices to multiple clients, all tailored to their exact requirements. Get unprecedented visibility into your business performance with customisable real time reporting. Invoxy is your middle office recruitment system in between your CRM/ATS, payroll and accounting software, giving you a powerful end-to-end recruitment software solution. Get your data flowing between systems in your best of breed tech stack and improve the integrity of your data at every stage. Placements made in your ATS appear in Invoxy, ready to invite the candidate to enter time. Automatically send pay details to your payroll system and invoice data to your accounting software.Starting Price: $150 per month -
34
Tickit Health
Tickit Health
Tickit’s inclusive digital solutions support caring organizations in capturing data directly from people through surveys, assessments, and educational tools. At Tickit Health, we’re proud to support our clients & partners and the diverse populations they serve. The privately-held company was founded to enhance the communication between patients and their providers that rapidly evolved to support other populations. The organization’s award-winning flagship solution, known as TickitⓇ captures data directly from–and communicates with–hard to reach populations. Unlike traditional survey and assessment methods, Tickit is based on the science and psychology of Digital Empathy which is proven to improve organizational efficiency, enabling better decision making through increased response rates and quality of data. -
35
MA3000
LAW.COM
For over two decades, MA3000® has been the docketing and calendaring solution preferred by the nation’s leading law firms. Offering capabilities not available anywhere else, MA3000® helps you track and manage critical court dates with confidence. Now with Rules-Based Scheduling, MA3000® is ideal for firms of all sizes. MA3000’s user interface is the most intuitive in the industry and can be quickly mastered. Enter as much or as little information as you please — the complete docket history or just important court hearings and deadlines. Every feature of MA3000 is optimized for speed and efficiency. MA3000’s always up-to-date rules server automatically identifies and schedules court appearances and deadlines and lets you review the rules applied. Reduce the risk of malpractice claims resulting from missed appearances and deadlines. Access personalized calendars and complete docket history online, including linked pleadings and judge profiles. -
36
ezeeServe
ezeeServe
Be Part Of Society Discussions, With ezeeServe, an effective society management asks for transparent communication and decision making. ezeeServe, is a housing management application where you can easily discuss everything that matters with everyone or with the chosen committee members. Discuss, Plan and Act together. Benefits Of ezeeServe Discussions: Start Discussions. Contribute your thoughts and views by being a part of society discussions. Start or be a part of an ongoing from anywhere. Get Notified. Get instant notifications about the discussion to stay updated about views of other residents about ongoing discussions housing society management software. View Discussions. Easily view all the discussions on your feed at once. Participate in the ones you want to comment on. Manage the Views. Residents can customize and select who they want to allow to participate in the discussion as per requirement. The visitor management features monitors who is entering the society. -
37
FollowMyHealth
Veradigm
FollowMyHealth® is a mobile-first, enterprise patient engagement solution for providers, hospitals and health systems that would like to promote healthy patient populations and manage quality. Serving the ambulatory and acute care environments, FollowMyHealth is a customizable patient engagement platform that helps organizations adapt to the evolving healthcare environment, by redefining how healthcare professionals interact with their patients. We believe the solution to ambulatory and hospital patient engagement is simple, create an experience where patients can participate actively in their care on the devices that they use every day. Veradigm technology enables timely and relevant conversations that make the patient an active part of their care. We equip our clients with the tools they need to deliver a patient experience that includes personalized content throughout the entire care journey, at the right time. -
38
ImmiPro
The DigiSparrow
ImmiPRO Software by The DigiSparrow is a powerful AI-driven, cloud-based CRM solution built specifically for immigration consultants and visa agencies. Designed to automate and streamline immigration workflows, ImmiPRO simplifies case management, secure document handling, client communication, and lead tracking—all in one intuitive platform. With advanced data encryption, customizable forms, multi-user access, and real-time updates, it empowers teams to boost productivity and eliminate manual errors. Whether you're a solo consultant or a large agency, ImmiPRO adapts to your unique operational needs, helping you save time, serve clients better, and scale your business effortlessly.Starting Price: $50 -
39
Talenix
Talenix
Talenix is an AI-powered career tools platform used by career counselors, resume writers, and organizations dedicated to improving employment outcomes. Get a bulleted list of the keywords your client’s resume needs in order to target any job. Use the AI assistant to turn those keywords into complete sentences in seconds. Speed through resume creation and optimization like never before with your AI writing assistant. Share resume reports with clients with branded landing pages. Add job descriptions to create and manage multiple ATS optimized resume versions for your clients. Create AI-generated interview prep, cover letters, LinkedIn profiles, personal branding and more. Stop manually entering client details. Upload a client’s existing resume to auto-populate them in your Talenix account. Never miss a revenue opportunity with Talenix. Start offering client deliverables packed with value and earnings potential.Starting Price: $99 per month -
40
ClaimsVISION
PCIS
Built-in workflow elements, configurable, are engrained throughout the system. From data pre-population, navigation shortcuts, dynamic fields, to task load management tools these elements work in concert with an adjustor, team, supervisor. All enabling an intuitive and efficient user experience. Systems set themselves apart by how easy it is to get the right data in and out of the system. This is true whether talking about interfacing or reporting (internal or external). To this end PCIS has invested heavily in a proprietary B2B interface layer that standardizes, stages, and verifies data entering and exiting the database. This means cheaper more flexible integration capabilities and more accurate Reporting BI. Reporting platform that is end-user friendly: 100+ Canned Reports, Drag Drop & Share Dashboards, Dedicate Reporting Database and more. -
41
Sage Timeslips
Sage
Capture billable hours, increase profitability, and deliver professional invoices for your firm with Timeslips. Sage Timeslips has helped organizations deliver accurate and timely billing for more than 30 years. Tracking your billable time has never been easier. Our time tracking software offers multiple time entry methods, so you can work seamlessly. Automatically assign rates for certain tasks or employees. Generate detailed reports for all parts of your business with a click. Manage your teams’ productivity and ensure profitability with 100+ predefined timeslips reports covering your business needs. There’s no need to wait until you’re back at your desk to record time, tasks, and expenses—or even start a file on a new client. Sage Timeslips eCenter generates time slips over the web or a mobile device in real-time. You’ll serve your clients better by giving them direct access to review their accounts.Starting Price: $43 per month -
42
Vertex Case Records Manager
Vertex Systems
Vertex Case Manager is a cloud-based electronic case management software solution. Vertex Case Manager was created specifically designed for agencies like yours that serve people with disabilities in the community, employment, and residential settings. The Vertex Case Manager gathers information from every step of your client’s tenure from enrollment thru discharge. Through our social work case management software, information is gathered as clients attend and advance through your programs. Users can enter service time and progress records throughout the day. Missing or incomplete documents trigger a reminder to service providers to help maintain compliance. Our case management system allows for your user experience to be stress-free and keeps your agency organized and documentation compliant. From the dashboard, users see notifications, mark arrival times, and edit records all in one location.Starting Price: $2500 one-time payment -
43
RTG Conflicts
RTG Data Systems
You enter the names of potential clients and opposing parties, then RTG Conflicts lists the possible conflicts, based on the names of the parties. But it can do more. RTG Conflicts can store information about opposing parties, corporate officers, family relationships, and so on. You decide how much of this data to enter. The more you enter, the smarter RTG Conflicts becomes in uncovering potential conflicts. RTG Conflicts stores parties and matters. Your clients are parties. Parties can also be any other people, companies, or organizations. Matters are the "cases" or "files" that represent the work you do for your clients. RTG Conflicts can also store relationships between the parties and matters. For example, you can store the fact that John Doe is the opponent in a particular matter. RTG Conflicts Online is available to all firms that have a subscription to RTG Bills Online. There is no additional cost.Starting Price: $95.00/one-time -
44
BillingServ
BillingServ
Our mission is to save you time and money on billing. Focus on growing your business instead. With BillingServ, you can instantly upgrade your billing capacity. The sky’s the limit. With BillingServ, your data is fully secured with multiple backups. Sleep peacefully every night. BillingServ is designed for any business, from solo entrepreneurs to large corporations. With BillingServ, you don’t have to analyze your own data. Our system can mine your billing history and transactions to provide reports to give you insights into your customers’ behaviors. Our easy-to-understand data insight reports will allow you to adjust your pricing and selling strategies to maximize revenue and profit. We don’t charge extra for you to use your own brand. You can integrate our forms into your website and style them to match your design. Your logo and brand will appear in all invoices. BillingServ powers your billing but we will always remain invisible to your clients. -
45
RECORD
RECORD
RECORD is a personal injury app that helps clients maximize their own case values. From automated onboarding to detailed treatment tracking, RECORD unlocks the ability to effectively manage every case, every time. It integrates seamlessly into your case management platform, providing a one-stop-shop for tracking case and treatment. The data entered into the RECORD app is automatically transferred into your favorite case management systems. -
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CareTime
CareTime
Built for usability and power—CareTime is a cloud-based desktop and mobile software solution for home health, home care, and consumer-directed care markets. Find the best fit based on client requirements, preferences, distance, hours worked, and caregiver availability. Invite caregivers to accept a shift through text message or email. Shifts are filled on a first-come-first-serve basis. Track visits and automatically create billing and payroll data from check ins and check outs. Record visit notes and questions. Admins have the ability to see caregivers and visits on a map. Alerts notify if visits are missed, caregivers are late, authorized hours are running out and more. Create and send electronic claims to get paid by insurance, Medicaid, Medicare, and more. Batch claims can be created in an instant from all of your visit data. -
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FastVisa
FASTVISA
We believe in the work you do and we're here to make that work a whole lot easier. FastVisa is the best all-in-one workflow automation and case management software, specifically designed for immigration law firms. Provide flexibility in adjustments and customizations of forms and tools to accomodate various needs. Ensure you are paid on time with a detailed ledger billing system for online and offline payments. Increase clients efficiency through a customized intake system. Stay on top of all of your cases with automated email reminders for due dates and USCIS Form Inputs. Increase your productivity and save more time by scheduling all future client payments in advance! Create one Questionnaire to fill all required forms to enhance and speed up your processing times!Starting Price: $45 per user per month -
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Time59
Business Data Designs
Entering billable time and expense records is quick and easy. Your data will be kept perfectly organized for easy review and editing. Time and expense records flow through to invoices without the need to re-enter your data. You can upload your logo, use your own letterhead, change fonts, change the columns, sort and group and more. Invoices can include details like prior balance, payments received, interest, and trust account activity. You can also invoice for multiple timekeepers at their individual rates on a single invoice. Every time you create an invoice or record a payment, Time59 instantly updates all balances. Your practice will thrive on the reports you can generate with Time59. These reports range from simple lists of invoices and payments to aged account receivables and account ledgers. All reports can be generated for a specific date range, for an individual client, or for a group of clients.Starting Price: $199 per year -
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Lawyaw
Lawyaw
Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.Starting Price: $70 per month -
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Lexis Quantum Portal
LexisNexis
The Lexis Quantum Database already has thousands of high-quality quantum cases for you to search when valuing your cases. However, it’s important we act now to ensure you continue to have a wide pool of up-to-date representative cases to help best serve your clients now and in the future. We’ve designed the Lexis Quantum Portal to make submitting cases, particularly bulk submissions, easy, secure and GDPR compliant. By submitting your quantum cases through the Lexis Quantum Portal you can have a hand in increasing the availability of cases whilst helping ensure the database remains representative. The more cases we can add to our quantum databases the better you can serve your clients. The majority of quantum data is in the case management systems of insurance companies, personal injury and clinical negligence firms like yours.
