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What is Workplate?

Workplate is a comprehensive cloud solution designed specifically for professional services firms in India, including CA and CS practices, law firms, IT companies, agencies, and consultancies. This software offers a variety of modules that cover project management, customer relationship management (CRM), electronic signing, invoicing, and a communication platform enhanced by artificial intelligence. The project management module aids in planning engagements, managing tasks, tracking milestones, logging time, overseeing approval processes, and generating detailed work reports. The CRM aspect is responsible for managing leads, maintaining client records, tracking deal progress, assigning ownership, and setting up follow-up tasks. With its eSign functionality, users can effectively handle engagement letters, non-disclosure agreements, and statements of work, while also incorporating Aadhaar-based signing in India, providing signed PDFs, and creating detailed audit trails. The invoicing module is built to comply with GST regulations, and it supports various billing methods, including retainer and milestone billing, along with the ability to generate payment links, track receivables, and export data to accounting platforms like Tally and Zoho Books. Each module is available for separate purchase, and ongoing updates are focused on improving data integration and automating the invoicing timeline, which promises to enhance user efficiency further. By streamlining the operational functionality of professional services firms, Workplate allows these businesses to concentrate more on their essential activities and drive growth.

What is IntelloSync?

IntelloSync represents a cutting-edge platform harnessing the power of artificial intelligence to oversee the entire contract lifecycle management (CLM), guaranteeing compliance, managing vendor relationships, and organizing documentation, specifically designed for businesses in India, the United States, and the Asia-Pacific region. Legal professionals benefit from streamlined drafting through templates and can negotiate directly within Microsoft Word while maintaining tracked changes, supported by the Copilot add-in that evaluates clauses against predefined standards. The approval workflows adapt based on the value of the contracts, and users can execute agreements through options like Aadhaar eSign, DSC, Zoho Sign, or DocuSign, all while enjoying integrated digital e-stamping functionality. Moreover, the AI capabilities extract contractual obligations and regulatory duties into a compliance calendar, designating responsibilities and generating audit-ready evidence. IntelloVendor enhances supplier onboarding processes and mitigates related risks, whereas IntelloVault employs OCR technology and semantically indexes all documentation, with IntelloCase tailored to address litigation issues. The platform features a flexible pricing model with no limits on user access and proudly boasts ISO/IEC 27001:2022 certification, emphasizing its dedication to security and compliance. In addition, IntelloSync's intuitive design and comprehensive features establish it as an essential resource for contemporary enterprises aiming to maximize operational efficiency and streamline their workflows. It provides an all-in-one solution that not only improves productivity but also enhances collaboration across various departments within the organization.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

Docusign
Microsoft Word
Zoho Sign

API Availability

API Availability

Pricing Information

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.

Pricing Information

Contact for a quote
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

IntelloSync

Date Founded

2023

Company Location

India

Company Website

intellosync.com

Categories and Features

CRM

Not specified

Categories and Features

AI Legal

Not specified

Compliance

Not specified

Contract Management

Not specified

Digital Signature

Not specified

Document Management

Not specified

Legal Document Management

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

Litigation Management

Not specified

Matter Management

Not specified

Vendor Management

Not specified

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