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What is The Ombudsman?

The Ombudsman Case Management software comes fully equipped with essential features tailored to enhance the management of your active Social Security practice, including tools for scheduling, electronic document organization, and automatic form letter generation. This software is designed to maximize efficiency, allowing you and your team to collaborate effortlessly. You have the convenience of viewing today’s tasks, printing your to-do list, and accessing the entire office calendar with ease. Additionally, it can quickly import Social Security CDs, scan multiple pages each day, and automatically send out form letters, which saves you a significant amount of time. Its sophisticated Document Management system keeps all electronic files organized and securely backed up, which is particularly important as your practice grows and accumulates a vast number of closed cases. The Ombudsman also facilitates the creation of various Social Security documents and form letters, giving you the option to either integrate your existing templates or choose from the pre-designed selections available. With its wide array of features, the Ombudsman not only optimizes operations but also plays a crucial role in substantially boosting productivity within your practice. Its user-friendly interface makes it accessible for all team members, ensuring that everyone can benefit from its capabilities.

What is Assembly Neos?

For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload. Introducing Intake Pro, now available! This feature automates the processing of incoming leads from calls or web inquiries, instantly notifying clients. Users can easily generate and dispatch retainer agreements, referral letters, or rejection notices with just a click. The system also produces reports that track marketing campaigns, offering insights into return on investment and pipeline activity. Moreover, with the ability to schedule automated emails and send SMS messages, Intake Pro helps keep leads engaged and ready for conversion.

Media

Media

Integrations Supported

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

Integrations Supported

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per user per month
Free Trial Offered?
Free Version

Pricing Information

$99 per user 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

Avondale Software

Date Founded

1988

Company Location

United States

Company Website

www.theombudsman.com

Company Facts

Organization Name

Assembly Software

Date Founded

1985

Company Location

United States

Company Website

www.assemblysoftware.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 Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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