Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nasdaq Boardvantage Reviews & Ratings
    224 Ratings
    Company Website
  • iPlum Reviews & Ratings
    8,991 Ratings
    Company Website
  • Kognition Reviews & Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website
  • ZINFI Reviews & Ratings
    774 Ratings
  • Performly Talent Reviews & Ratings
    53 Ratings
    Company Website
  • Sendbird Reviews & Ratings
    126 Ratings
    Company Website
  • Moxo Reviews & Ratings
    193 Ratings
    Company Website
  • Cortex Reviews & Ratings
    3 Ratings
    Company Website

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 Process Server's Toolbox?

PST provides a user-friendly solution tailored for small process servers, yet it is powerful enough to cater to the needs of larger firms, boasting features like job trading, in-depth analytics, and automated communication with clients. With our effective Windows desktop application and a contemporary web version accessible on any device, you can manage your process serving operations from virtually any location. Billing and payment procedures are made efficient, enabling you to invoice clients quickly with options for generating client statements, batch invoices, and monitoring receivables and payments, including the convenience of online payment methods. The role of your process servers is crucial to your business, and PST includes one of the most advanced document management systems in the industry, featuring document classification, trading capabilities, visibility controls, and sophisticated barcoding for seamless automation of attachments. Keep your clients updated effortlessly with automated emails that inform them of job statuses and confirm completions, fostering engagement and satisfaction with your services. By utilizing these features, you can significantly streamline your processes and strengthen client relationships like never before, making your operation more efficient and responsive to client needs. Ultimately, PST equips you with the tools necessary to thrive in the competitive landscape of process serving.

Media

Media

Integrations Supported

ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Time Matters

Integrations Supported

ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Time Matters

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$40 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

SideDrawer

Date Founded

2018

Company Location

Canada

Company Website

sidedrawer.com/professionals.html

Company Facts

Organization Name

DreamBuilt Software

Date Founded

1988

Company Location

United States

Company Website

www.dbsinfo.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Popular Alternatives

WorkTime Reviews & Ratings

WorkTime

NesterSoft

Popular Alternatives

Paper Tracker Reviews & Ratings

Paper Tracker

Caffeine Code Inc.