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What is docuTRAK?

Clients can take advantage of the docuTRAK portal to make their requests and keep track of their status. It is vital to provide detailed instructions for each type of service to better assist clients in submitting their requests. Moreover, it is important to keep your staff updated on the latest policies and procedures, enabling HR to effectively manage and promote the sharing of information among team members. In addition to simply documenting actions within a workflow case, docuTRAK provides a “snapshot view” that displays all documents related to that case for quick reference. Supervisors can also access their team members' inboxes to review activities and reassign cases if needed. The system enhances accountability by tracking consultation requests from all users. docuTRAK Online serves as a powerful business collaboration platform, with all documents organized in a centralized registry, which supports various actions across multiple workflows. This interconnected approach not only simplifies processes but also encourages effective communication throughout the organization. By utilizing docuTRAK, businesses can significantly improve their operational efficiency and client service experience.

What is The Legal Assistant?

Your organization can take advantage of a comprehensive solution that aims to improve productivity, increase client satisfaction, and support growth effortlessly. The Legal Assistant streamlines the handling of both incoming and outgoing mail, significantly minimizing the daily effort involved in sorting and filing. You will no longer need to be concerned about lost correspondence, as it effectively reduces the tedious processes of scanning and filing, ensuring that all incoming mail is properly connected to the relevant case files. By establishing a direct link with your email service, the system promptly recognizes and links incoming emails to the appropriate case files, even after hours, removing the burden of digging through your inbox for vital documents. Equipped with an extensive collection of Microsoft Word templates, you can start engaging with clients, opposing counsel, and other stakeholders immediately. All templates are fully customizable in Microsoft Word, making them easy for your team to use without requiring extra training. This fluid integration not only conserves time but also significantly boosts the overall effectiveness of your firm's operations, resulting in a more streamlined workflow. Ultimately, adopting this solution ensures that your firm is well-prepared to meet the demands of a fast-paced legal environment.

Media

Media

Integrations Supported

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari

Integrations Supported

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per license
Free Trial Offered?
Free Version

Pricing Information

$55 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

docuTRAK

Date Founded

1991

Company Location

Jordan

Company Website

www.docutrak.net

Company Facts

Organization Name

The Legal Assistant

Date Founded

2006

Company Location

United States

Company Website

www.thelegalassistant.com

Categories and Features

Legal Document Management

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

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 Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

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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