Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
-
Digital WarRoomDWR eDiscovery provides legal professionals with the capability to examine, manage, and produce documents that may be pertinent to ongoing litigation cases. Our suite of software and hosted subscription services includes a variety of document review functionalities, such as AI-based search, keyword searches, keyword highlighting, metadata filtering, and document marking. Moreover, it features privilege logging, redaction capabilities, and analytical tools designed to enhance the user's understanding of their document collection. Users can independently execute all these tasks, allowing them to perform essential eDiscovery functions without the need for external assistance. DWR eDiscovery offers both hosted and on-premises subscription options. The DWR Pro desktop application can be installed on personal computers or servers, with a licensing fee of $1995 per concurrent user per year. For cloud subscriptions, charges are applied based on storage per GB, with a transparent pricing model and no hidden costs involved. The basic Single Matter subscription starts at $10 per GB per month, with a minimum monthly fee of $250. Additionally, private cloud options accommodate multiple matters and users at a rate not exceeding $4 per GB per month, which can decrease to as low as $1 per GB per month for larger volumes. This flexible pricing structure ensures that clients can choose an option that best fits their needs and budgets.
-
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.
-
QuaerisTailored results will be delivered to you based on your preferences, past experiences, and specific role. QuaerisAI ensures that you have access to data that is almost in real-time for all your data needs. The platform boosts your data and document management tasks by leveraging AI technology. To foster knowledge exchange and monitor progress, teams have the ability to share insights and create pinboards. Our sophisticated AI engine swiftly converts your inquiries into a format suitable for database processing within mere seconds. Just as life requires context, so does data; our intelligent AI engine analyzes your search terms, interests, roles, and historical data to rank results that encourage deeper exploration. Additionally, you can effortlessly apply filters to your search outcomes, allowing you to uncover specific details and delve into pertinent questions that arise. This seamless integration of AI not only enhances efficiency but also enriches the overall user experience.
-
Square PaymentsQuickly and effortlessly accept all types of payments with a focus on security and simplicity. Whether you're selling in-store or online, processing card payments is seamless and straightforward. The invoicing process can be efficiently managed, allowing for easy creation, sending, and tracking. If your customer isn't present, remote credit card transactions can be processed over the phone or through your computer. Square simplifies the experience of establishing and expanding your online store, enabling you to receive payments smoothly. With Square, accepting card payments is designed to be fast, secure, and hassle-free, ensuring there are no hidden fees or lengthy contracts involved. Trust in the reliability of rapid and secure payment processing to enhance your business operations. Additionally, you can focus on what you do best while leaving the complexities of payment handling to Square.
-
BoldTrailBoldTrail stands out as the premier platform for real estate, designed to enhance your brokerage through innovative technology that agents will eagerly adopt. Tailor your office, company, and each agent's website to reflect your distinct brand identity. Enhance lead capture by merging a contemporary consumer search interface with smart behavior analytics. With hyper-local area insights and home valuation pages, alongside rich lifestyle content, customers continuously turn to your brokerage for local expertise. Our lead generation tools are unparalleled in the industry, empowering brokerages, agents, and teams to effectively cultivate new business opportunities. The user-friendly IDX squeeze pages and landing pages enable agents to generate leads in real-time effortlessly. Boost your lead volume while reducing expenses and improving lead quality with the integrated tools available on the platform. Additionally, broaden your lead sources through automated social media postings, integrated advertising on Google and Facebook, custom text codes, and more, ensuring a comprehensive marketing approach that captures attention. With BoldTrail, the possibilities for your real estate business are limitless.
-
R3 Contract Management for GovConManaging government contracts shouldn’t be a never-ending spreadsheet chore. R3 Contract Management is built from the ground up for GovCon — and now, it goes beyond tracking and compliance. With embedded AI and intelligent workflows, R3 starts doing the contract work for you. Whether it’s ingesting a new award, adding clauses with flowdowns, adding CLINS and SLINS with funding details, or creating new subcontracts, R3 AI delivers more than visibility — it executes and does the actual work. R3 Contract Management comes with built-in capabilities tailored to how government contractors actually work. From clause flowdowns to cross-functional workflows and AI-powered updates, these features support smarter, faster, and more reliable contract execution. It’s not just contract management. It’s contract execution — at scale, powered by AI.
-
MedTrainerMedTrainer streamlines and enhances the education, compliance, and credentialing processes for the healthcare workforce. Its software platform is designed for optimal user interaction, enabling healthcare organizations to effectively manage their personnel. The learning management system (LMS) tailored for healthcare offers a wealth of educational courses and materials developed by experts, ensuring that organizations meet regulatory standards and accreditation needs while providing opportunities for continuing education credits. In terms of compliance, MedTrainer provides a comprehensive technology solution that integrates incident reporting, document management, and customizable reporting to bolster adherence to regulations. Additionally, its credentialing feature offers a complete solution with automation and organized workflows, making the entire process more efficient and minimizing delays. Every aspect, from primary source verification to provider enrollment and privileging, is consolidated on a single platform, allowing for full transparency and oversight throughout. With MedTrainer, healthcare organizations can significantly reduce the complexities associated with workforce management.
-
OrangeHRM Free HR SoftwareOrangeHRM delivers an exceptional HRIS experience, equipping you and your team with all the necessary tools to excel in your HR roles. From monitoring PTO to conducting performance evaluations, this comprehensive software allows for seamless management of your HR functions in a single platform. With a global reputation, OrangeHRM is the go-to HR management solutions provider for countless businesses around the globe. Accessible to everyone, whether you're part of a burgeoning startup or a large multinational corporation, our free and open-source HR software simplifies HR management with essential features including: - Employee Management - PTO/Leave Management - Reports & Analytics - Performance Management - HR Administration - Recruitment (ATS) - Time Tracking - Mobile App Understanding the challenges faced by HR professionals, OrangeHRM was designed with their needs in mind. By offering a robust HR software solution at no cost, our aim was to extend the advantages of HR technology to all. The principle of 'HR for All' has guided us since our inception, empowering HR teams worldwide to make a significant impact. You can choose to utilize the OrangeHRM Starter edition either in the cloud or by downloading it for self-hosting, giving you the flexibility to select the setup that best suits your organization. This commitment to user choice further emphasizes our dedication to supporting HR professionals in their critical roles.
-
myACIACI Learning delivers hands-on IT and cybersecurity training that goes beyond theory—helping learners build real, job-ready skills that stick. Our approach is practical and results-driven, combining immersive virtual labs, certification prep, and instruction led by seasoned industry professionals who understand what it takes to succeed in the field. Whether you’re managing a team or investing in your own growth, myACI—ACI Learning’s all-in-one training platform—bridges the gap between learning and doing. It’s designed to transform knowledge into measurable performance, empowering learners to apply what they’ve learned immediately on the job. myACI keeps engagement high with expert-led video content, gamified elements like skill points, and learning paths. For leaders, robust dashboards and analytics make it easy to assign training, track progress, and connect learning to business outcomes. Enterprise-ready and globally trusted, myACI also offers Marketplace access to expand training beyond IT and cybersecurity. Scalable, flexible, and built for today’s workforce, ACI Learning helps you build a stronger team and prove the ROI of every training initiative.
What is Matter Manager?
Matter Manager serves as an all-encompassing solution for case management tailored specifically for legal practitioners, providing a systematic, centralized, and secure approach to tracking cases that removes the reliance on emails, spreadsheets, and folders, while emphasizing a workflow-centric design suited for law firms that prioritize transparency and operational efficiency. The platform boasts an integrated matter dashboard complemented by an activity timeline, ensures secure document and email storage, allows for real-time access and editing, and features advanced search functions with matter filtering, thereby improving processes in litigation, commercial dealings, and advisory functions. Users can easily upload contracts and track changes instantly, engage in negotiations and collaborative efforts directly within the application, and take advantage of templates or AI-based risk assessment tools for drafting or reviewing legal documents. In addition, Matter Manager is built to comply with regulatory standards like POPIA and FICA, and offers vital functionalities including built-in approval workflows, collaborative processes, audit trails for accountability tracking, and integrated AI features for summarizing content, intelligent time management, document analysis, and effective knowledge sharing. By consolidating these diverse functions, Matter Manager not only enhances legal workflows but also empowers law firms to operate more efficiently, affording them greater assurance in their compliance measures, thus positioning them for success in a competitive landscape. Ultimately, this comprehensive approach fosters an environment that encourages innovation and adaptability within the legal sector.
What is Elevate ELM?
Elevate ELM combines various aspects of legal management, including requests, cases, contracts, legal counsel, and expenditure oversight, into a unified and intelligent platform that enhances legal operations, fosters collaboration, and provides essential insights throughout the legal sphere, ultimately boosting efficiency and enabling well-informed decision-making. By refining your legal intake processes, you can systematically categorize and assign service requests, evaluate the quantity and type of legal inquiries, and ensure all stakeholders are kept in the loop regarding the progress of such requests. This innovative platform centralizes the management of legal issues, encourages synergy with business associates, and facilitates comprehensive analysis and reporting on matter-related statistics, thereby granting improved transparency into legal workloads and activities. In addition to these features, it securely stores and oversees finalized contracts, captures essential terms, monitors obligations, and actively mitigates risks with timely alerts and notifications. The platform also allows for smooth collaboration with legal service providers, manages structured RFP processes, and assesses different legal vendors to determine the best match for your organization's specific requirements. Ultimately, Elevate ELM stands as an all-encompassing solution that not only optimizes legal workflows but also equips organizations to adeptly navigate their legal landscapes with confidence and agility while remaining responsive to evolving needs. This holistic approach ensures that businesses can operate more effectively within their legal frameworks, driving better outcomes and fostering long-term success.
Integrations Supported
Adobe Acrobat Reader
Contract Corridor
Debtcol Pro
Practice Manager Pro
Integrations Supported
Adobe Acrobat Reader
Contract Corridor
Debtcol Pro
Practice Manager Pro
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
Legal Interact
Date Founded
1982
Company Location
South Africa
Company Website
legalinteract.com/law-firms/medium-to-large-law-firms/matter-manager-3/
Company Facts
Organization Name
Elevate
Date Founded
2011
Company Location
United States
Company Website
elevate.law/elm/
Categories and Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
Categories and Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
