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What is SideDrawer?

Enhancing client engagement can be achieved through collaboration with their family and professional networks, all while maintaining robust security protocols. A leading fintech consultancy in New York City has identified us as the "top choice" to meet organizational demands, emphasizing our commitment to estate planning and a frictionless user experience. Poorly designed document management systems can greatly obstruct client interactions, underscoring the need for proactive client engagement. By being alerted to client activities in real-time, you can address their needs even before they articulate them. Currently, team members frequently depend on external means of collaboration, such as emails and cloud links, which can create significant inefficiencies. This reliance can waste countless hours that could otherwise be dedicated to more productive endeavors. Our innovative solution synchronizes seamlessly with your existing cloud storage, drastically reducing administrative workloads. By eliminating the need to send emails with attachments or links, we also alleviate potential compliance and security concerns. The easy-to-navigate interface we offer not only reduces the volume of client questions but also allows for broader collaboration beyond just the primary client contact. Our platform facilitates effortless teamwork with external stakeholders, and controlled access ensures that only designated individuals can access sensitive data, thereby bolstering security and cooperation. This holistic strategy not only simplifies operational processes but also cultivates more meaningful client relationships. By prioritizing both engagement and security, we create an environment where clients feel supported and valued.

What is Aderant Drive?

Aderant Drive enables law firms with abundant data to establish secure client portals for seamless interaction between the firm and its clients. Utilizing the firm's current technology along with the security measures provided by Office 365, Drive effectively manages extranets. This innovative solution eliminates the technical challenges associated with the creation and maintenance of extranets, thereby enhancing client service through improved responsiveness, transparency, and overall value. As a result, law firms can focus more on their core services while ensuring client interactions are streamlined and secure.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac
On-Prem
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SideDrawer

Date Founded

2018

Company Location

Canada

Company Website

sidedrawer.com/professionals.html

Company Facts

Organization Name

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.com

Categories and Features

Document Management

Not specified

Family Office

Not specified

Categories and Features

Legal

Not specified

Portal

Not specified

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