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What is firmTRAK?

We are a specialized bookkeeping service and legal consultancy focused on providing actionable financial insights, co-founded by attorneys and accountants to deliver unparalleled accounting solutions tailored for law firms, enhanced by our innovative firmTRAK Visualize application. With a rich decade of experience in offering thorough accounting services and advanced reporting designed specifically for legal practitioners, our founding partner, who actively practices law, possesses an in-depth understanding of the critical needs that enable law firms to prosper. Our expert team is skilled at instilling organizational discipline, ensuring that your online operations function smoothly and effectively. Through the firmTRAK platform, we produce accurate and timely reports that integrate seamlessly with your chosen merchants and technological solutions. Being a small business ourselves, we recognize the dedication required for growth, which fuels our commitment to empowering smaller enterprises. Our unwavering focus on exemplary customer service and transparent communication is central to our philosophy, enabling trades and professional services to thrive. Ultimately, we view our achievements as closely linked to those of our clients, placing their development at the forefront of our objectives, as we strive to be a reliable partner in their journey towards success. By fostering strong relationships and understanding their unique challenges, we aim to provide tailored solutions that drive sustainable growth.

What is CE Manager?

The CE Manager provides accurate and up-to-date compliance regulations and calculations, helping organizations stay compliant across multiple jurisdictions while optimizing processes and integrating seamlessly with current HR solutions and content providers. As a leader in CLE compliance, CE Manager boasts a user-friendly learning management system (LMS) that promotes educational advancement within the firm. It offers the ability to tailor learning plans and provides on-demand CLE content that is accessible on mobile devices, benefiting both attorneys and clients, thus facilitating business development. Moreover, CE Manager automates the monitoring of compliance obligations, reduces the risks tied to compliance issues, and ensures careful attention to regulatory specifics. The system can effortlessly produce compliance reports in various required formats, highlighting its dependable technology for overseeing continuing education and compliance. Additionally, the intuitive LMS is designed to support the educational needs of the entire firm while also generating detailed compliance reports that validate attorneys' standing, thereby decreasing risk and reinforcing the firm's dedication to compliance for its clients. Ultimately, CE Manager not only streamlines compliance management but also plays a crucial role in enhancing the firm's overall growth and professional reputation, establishing a solid foundation for its future success.

Media

Media

Integrations Supported

Clio
Gusto
Microsoft Outlook
PracticePanther Law Practice Software
Xero

Integrations Supported

Clio
Gusto
Microsoft Outlook
PracticePanther Law Practice Software
Xero

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

firmTRAK

Company Location

United States

Company Website

www.firmtrak.com

Company Facts

Organization Name

Litera

Date Founded

2001

Company Location

United States

Company Website

www.litera.com/products/ce-manager

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Categories and Features

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