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What is Slatewell?
Revamp and optimize your entire operational workflow by consolidating client information, document management, and progress tracking within a single, centralized platform. Foster seamless collaboration within your firm while engaging with clients or collaborating with their financial advisors and CPAs. Slatewell is meticulously designed to enhance teamwork, offering customized portals for each client to facilitate communication. You have the ability to create digital intake forms for clients, which can also be utilized by your team to maintain procedural consistency. With integrated notifications and reminders, you can ensure that all forms are completed punctually. Additionally, you can gather feedback from external professionals, assign tasks to team members, and keep a comprehensive overview of tasks that have been completed and those that are pending. Generate essential documents such as petitions for probate, ancillary paperwork, beneficiary letters, and more, utilizing state-specific probate forms or by uploading your own PDFs to create customized workflows tailored to your unique requirements. This holistic strategy guarantees that every element of your workflow is managed both efficiently and effectively, ultimately enhancing productivity and client satisfaction. Moreover, the platform’s user-friendly design allows all team members to easily adapt and maximize its features for their specific roles.
What is Iolite Document Management?
Iolite Document Management Software enables the internal team to work together efficiently to create, modify, manage, and categorize documents in an organized manner. It provides the capability to monitor and evaluate the entire workflow of document processing. All documents generated by the business will be housed in a centralized repository, which will impose specific access and editing restrictions to ensure security. The software will meticulously log every alteration made to each document throughout its lifecycle. Additionally, the in-house team will develop a dashboard that visualizes the status of documents within the organization, indicating how many are finalized, actively being worked on, or awaiting attention. By implementing such a system, the organization can enhance its document management processes significantly. This structured approach contributes to improved efficiency and accountability in handling corporate documents.
Integrations Supported
Google Calendar
Microsoft Outlook
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
Slatewell
Date Founded
2021
Company Location
United States
Company Website
www.getslatewell.com
Company Facts
Organization Name
Iolite Softwares
Date Founded
1999
Company Location
India
Company Website
www.iolitesoftwares.in
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
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