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Ratings and Reviews 0 Ratings
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Tabs3Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.
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SorabanSoraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
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What is Law Ruler?
Law Ruler serves as a dependable software platform tailored for legal customer relationship management (CRM) and case intake processes. Specifically designed for law firms, it boasts a range of functionalities that empower users to streamline the intake process while boosting lead generation and conversion rates. Among its standout features are call tracking phone numbers, as well as automated email and SMS communication. Additionally, it offers customizable online intake forms along with e-signature integration to enhance user experience. Furthermore, the software supports various practice management software integrations, making it a versatile tool for legal professionals seeking to optimize their operations. Its comprehensive suite of features positions Law Ruler as a valuable asset for any law firm aiming to improve efficiency and client engagement.
What is Formally?
Revolutionize your time management by combining client onboarding and collaboration into a unified platform. By teaming up with a Formally attorney, you can effortlessly and conveniently explore your visa options. Oversee your global workforce and manage their visa sponsorships from a single, centralized hub that aligns with your schedule. We harness innovative technology alongside insights from behavioral science to transform the realm of legal tech, starting with immigration services. Improve your case management through efficient collaboration and state-of-the-art tools. Formally optimizes workflows for each team member while establishing personalized goals that cater to their distinct work styles. You can submit applications instantly, track cases in real-time, and utilize our organized data platform to repurpose information for future immigration needs. Say goodbye to outdated case management systems and cumbersome Word documents that slow you down. Concentrate on your strengths, achieving enhanced efficiency while minimizing stress. Our distinctive visa smart process picker assesses eligibility and compatibility, enabling you to conveniently explore all visa options from one location. This all-encompassing strategy not only saves you valuable time but also clarifies the often complex immigration processes, ensuring a smoother experience for all involved. With this integrated system, managing your immigration needs has never been easier, allowing you to focus more on success and less on administrative burdens.
Integrations Supported
Microsoft Word
Alert Communications
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
Integrations Supported
Microsoft Word
Alert Communications
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
API Availability
Has API
API Availability
Has API
Pricing Information
$89/user/month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ProfitSolv
Date Founded
2020
Company Location
United States
Company Website
www.lawruler.com
Company Facts
Organization Name
Formally
Date Founded
2018
Company Website
formally.com
Categories and Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
