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What is TrackWithEase?

Track with Ease has emerged as the most significant technological advancement I've integrated into my legal practice. Since its implementation, our volume of deals has seen a remarkable increase, and we've managed to stay organized despite a heavier caseload. This innovative solution has freed my team from monotonous administrative duties, allowing us to deliver the high-quality client service we strive for through enhanced automation and better communication. With the ability to manage everything from contracts to closures—including essential documents, contacts, deadlines, workflows, and e-signatures—you can rest assured that timely updates and reminders are sent automatically to the right people at just the right time. By taking advantage of this tool, you can drastically reduce the number of calls and emails tied to each transaction, simplify procedures, and reclaim precious hours that would otherwise be spent on follow-ups, ultimately cutting down on unnecessary busy work. Consequently, you will expedite the closing process, requiring fewer staff hours for each case and thus significantly improving the efficiency of your practice. This revolutionary strategy not only elevates productivity but also allows us to devote more attention to our clients, ensuring that their needs are addressed promptly and effectively while fostering a more responsive legal environment. Additionally, with enhanced focus on client interaction, we are better positioned to build long-lasting relationships that are crucial for future success.

What is Juniper Square?

Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.

Media

Media

Integrations Supported

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

Integrations Supported

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

API Availability

Has API

API Availability

Has API

Pricing Information

$129 per user per month
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

TrackWithEase

Date Founded

2013

Company Location

United States

Company Website

www.trackwithease.com

Company Facts

Organization Name

Juniper Square

Date Founded

2014

Company Location

United States

Company Website

www.junipersquare.com

Categories and Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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