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What is Poppy?

Poppy Legal is a cutting-edge platform that leverages artificial intelligence to streamline the management of legal expenses, turning chaotic legal invoices into reliable and structured data. This transformation empowers teams to effectively track, categorize, approve, and budget their legal spending with confidence. The platform automates the analysis of each invoice line item, pinpointing potential issues like rate changes or unfamiliar timekeepers, while also facilitating seamless processes for cost allocation, approvals, accrual monitoring, and generating finance-ready reports. By evaluating spending from multiple perspectives, including category, firm, matter, and timekeeper, Poppy's AI delivers essential insights that assist legal and finance departments in making strategic decisions and fostering better relationships with external counsel. Setting up the system is a breeze; users can upload invoices or receive them via email, and the user-friendly dashboards and reporting tools simplify the understanding of spending patterns, eliminating the need for tedious data entry or complex setups. This user-centric approach not only enhances adaptability but also ensures that teams can fully leverage the platform's advantages to improve their financial oversight. Ultimately, Poppy Legal not only aids in expense management but also empowers organizations to make data-driven decisions that align with their financial goals.

What is CounselPro?

CounselPro is a cutting-edge forensic accounting platform fueled by AI, specifically crafted for legal professionals, allowing for the effortless upload of extensive financial documents such as bank statements and credit card records, which are quickly transformed into a searchable and analyzable database. This sophisticated tool automatically organizes transactions, reveals concealed assets, spotlights unusual spending patterns, and facilitates natural language inquiries, enabling attorneys to pose questions like “Show undisclosed transfers from 2022” and obtain thorough answers, complete with visual representations. The platform adeptly handles intricate cases across various legal domains, including family law, bankruptcy, business litigation, and probate, converting chaotic financial PDFs or scanned documents into clear analytical insights in just minutes, thereby eradicating the need for labor-intensive manual data entry and spreadsheet upkeep. CounselPro also boasts a user-friendly interface that generates court-ready exhibits, customized workflows for smaller law firms, and efficiently processes records from a wide array of financial institutions, establishing itself as an essential tool for legal experts managing complex financial scenarios. Furthermore, the platform not only boosts productivity but also empowers lawyers to make rapid, data-driven decisions, ultimately enhancing their overall effectiveness in the legal field. With its innovative features and intuitive design, CounselPro is set to transform how legal professionals approach financial analysis and case management.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Pricing Information

$100 per month
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

Poppy

Company Location

United States

Company Website

www.poppylegal.com

Company Facts

Organization Name

CounselPro

Date Founded

2024

Company Location

United States

Company Website

www.counselpro.ai/

Categories and Features

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

Categories and Features

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