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What is Ortoo?

Ortoo provides powerful workforce automation tools that seamlessly integrate with Salesforce, transforming Sales and Service teams around the world into high-achieving entities. Utilizing these tools enables organizations to improve their workflow efficiency, increase conversion rates, elevate sales revenue, and enhance customer satisfaction while also cutting operational expenses. You can explore these advantages by starting with a free trial. Ortoo equips rapidly growing Salesforce businesses to develop outstanding teams; its streamlined automation solutions simplify the processes of creating, updating, and distributing work items such as leads and cases, leading to remarkable gains in productivity and effectiveness. Effortlessly create and modify leads or opportunities straight from incoming emails, and manage email interactions smoothly within Salesforce. This improved Email to Case feature facilitates automatic case creation and updates, in addition to enabling the generation of custom cases or support requests through personalized objects, which significantly boosts operational efficiency. By adopting Ortoo's solutions, companies can also foster better collaboration among team members, ultimately contributing to a more cohesive working environment.

What is Mitratech CaseCloud?

Mitratech CaseCloud is an all-encompassing legal case and financial management solution built on the Salesforce platform, specifically tailored for law firms and public-sector organizations. It aggregates every aspect of case-related information from the moment of intake through to resolution, offering a unified interface for teams to manage tasks, communicate, share documents, meet deadlines, and monitor project progress. Legal professionals can collaborate in real time, which boosts their efficiency in everyday activities while utilizing Salesforce's robust dashboards, reporting features, and analytical tools to make well-informed decisions. Its capabilities for expense optimization streamline the processes associated with invoicing and electronic billing, manage timekeeper data and rates, document negotiations, and facilitate collaborative budget oversight, all while ensuring transparency and control over spending. Moreover, the incorporation of AI-driven automation significantly reduces the load of administrative duties by handling repetitive tasks such as billing, document creation, and case updates, which in turn allows legal experts to dedicate more time to their essential roles and strategic goals. In summary, this innovative platform not only enhances operational efficiency but also empowers legal teams to deliver superior service to their clients.

Media

Media

Integrations Supported

Salesforce
ECFX Notice
Formstack
Mitratech HotDocs
Mitratech LegalHold
Q-assign
UniCourt Enterprise API

Integrations Supported

Salesforce
ECFX Notice
Formstack
Mitratech HotDocs
Mitratech LegalHold
Q-assign
UniCourt Enterprise API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Ortoo

Company Location

United States

Company Website

ortooapps.com

Company Facts

Organization Name

Mitratech

Date Founded

1987

Company Location

United States

Company Website

mitratech.com/products/casecloud/

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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

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

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

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