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Ratings and Reviews 0 Ratings
Alternatives to Consider
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OrionThe Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.
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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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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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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.
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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.
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Square 9Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.
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PoloniousPolonious serves as an investigation management workflow solution that adheres to ISO27001 standards, built upon three foundational principles: 1 - Security 2 - Process orientation 3 - Adaptability and customization This framework empowers users to design workflows that not only safeguard data and evidence in a secure, ISO27001 certified manner but also streamline compliance with regulatory obligations with minimal hassle, thanks to workflows that are inherently compliant. Furthermore, the platform eliminates the need for costly and time-intensive coding alterations, allowing users to make modifications independently through an intuitive graphical user interface (GUI). Additionally, Polonious offers the capability to generate comprehensive reports on case outcomes, timelines, and financial metrics, which can be analyzed by case types, investigators, and investigation statuses. This functionality not only demonstrates value to higher management but also aids in pinpointing inefficiencies, paving the way for enhanced operational productivity. By leveraging these insights, organizations can continually refine their investigation processes to achieve better results.
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TitanCollaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!
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QueryPalTransform Your Support Team with Effortless Automation Are monotonous tasks hindering the performance of your support team? QueryPal empowers support teams to excel by automating ticket responses, which frees up valuable time to tackle complex issues that require human insight. Leveraging AI-driven workflows allows you to reduce response times, enhance productivity, and provide accurate and dependable support. Whether dealing with frequent inquiries or managing a high volume of requests, your team can prioritize what truly counts—ensuring customer satisfaction remains a top priority. Accelerated Solutions: Expedite the resolution process by automating responses to frequently asked questions and common tickets. Reliability & Accuracy: Guarantee that every communication is consistently thorough, thereby reducing the likelihood of errors. Enhanced Efficiency: Enable your team to focus on complicated or urgent issues by streamlining routine tasks through automation. This shift not only improves service quality but also fosters a more engaged and motivated support team.
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GantticGanttic is an adaptable drag-and-drop scheduling tool designed specifically for efficient resource planning. Its Gantt charts, which focus on resources, provide an integrated perspective of your equipment, personnel, facilities, and vehicles, allowing for a comprehensive understanding of who or what is scheduled and when. In addition to scheduling, Ganttic enhances resource management and oversight of project portfolios. Users can optimize how resources are utilized, create insightful reports, and set up structured project or resource breakdowns that simplify the planning process. With Unlimited Custom Views, managers can effectively segment extensive resource groups, enabling them to arrange their teams and departments based on specific requirements. You can also develop unique data fields to include relevant information, ensuring the most suitable resources are allocated for tasks. Collaboration is made easy with the ability to share Views among teams and stakeholders, while notifications, calendar synchronizations, and a mobile application ensure that everyone is updated with any changes. All subscription plans allow unlimited user access, keeping all team members informed. Additionally, you can explore Ganttic's capabilities with a free 14-day trial, complete with training and onboarding support from our committed team, ensuring a smooth start to your resource planning journey. This trial period is an excellent opportunity to experience firsthand how Ganttic can enhance your project management efficiency.
What is Prevail Case Management System?
Prevail serves as an all-encompassing case management tool designed to help you manage a larger number of cases in a more efficient manner. By minimizing the dependence on traditional physical files and automating everyday tasks, Prevail significantly boosts overall productivity. Whether your expertise lies in one specific area or spans multiple fields, Prevail is capable of handling nearly all case types. For professionals working in specialized fields that may not yet be accommodated, we provide customizable layouts to fit your specific requirements. Prevail makes optimal use of all incoming information, such as case details, contacts, documents, calendars, tasks, statutes, time tracking, expenses, and fees, thereby streamlining your workflow. Furthermore, for those seeking a cost-effective option, we offer PrevailLite, which includes a simplified set of features when compared to the full Prevail version. You can view the PrevailLite feature demonstration and subsequently compare the various features listed below to determine which version aligns best with your practice's needs. This allows you to make a well-informed choice regarding the best system to implement in your professional setting, ensuring you select a solution that caters to your specific case management demands.
What is GoMatters?
You have the option to either create a unified Group for your whole organization or to establish separate Groups designed for individual departments within the organization. If you find yourself working alongside multiple organizations, it is wise to create distinct Groups for each one, which promotes organized management of your organization’s resources through a single application that is accessible on both desktop and mobile platforms. By associating contacts with specific matters, you can easily retrieve information and address any conflicts that may arise. Matter Contact records are seamlessly incorporated into the Matter record, allowing you to view all relevant Contacts in one convenient spot. Additionally, calendars can be synchronized with Matters through calendar events, providing users with the ability to see all events related to a Matter within the Matters app, thereby reducing the necessity of switching between various calendars and increasing efficiency in managing court dates and appointments. Moreover, tasks can be tied to Matters to effectively monitor deadlines and limitation dates. Once tasks are completed, they are removed from your active to-do list, but a comprehensive history of each Task remains accessible in the Matter record, ensuring that you have a thorough understanding of all activities linked to each Matter. This cohesive system not only boosts organizational efficiency but also supports effective oversight of various responsibilities throughout the organization, ultimately leading to improved productivity and streamlined workflows.
Integrations Supported
Lead Docket
Microsoft Outlook
QuickBooks Online
Service Center
Integrations Supported
Lead Docket
Microsoft Outlook
QuickBooks Online
Service Center
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
Practice Technology
Date Founded
1993
Company Location
United States
Company Website
www.prevail.net
Company Facts
Organization Name
GoMatters
Date Founded
2009
Company Location
United States
Company Website
www.gomatters.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
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
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
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