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Average Ratings 1 Rating
Description
AccountAbly represents a groundbreaking SaaS solution designed for business-to-customer interactions, streamlining the challenging elements of fiduciary accounting. By aiding fiduciaries in managing their responsibilities for estates, guardianships, or trusts, it helps mitigate liability risks. The platform significantly cuts down on the expenses tied to gathering vouchers and organizing information for court and beneficiary presentations. Furthermore, it enhances the efficiency of the Estate and Trust legal framework by facilitating quicker access to vouchers during legal inquiries. Above all, this innovative application promotes transparency, fostering greater trust among beneficiaries in the fiduciary's actions. With its user-friendly interface and robust features, AccountAbly sets a new standard in fiduciary management.
Description
Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Box
No
Chat Agents
No
Chrometa
No
DirectLaw
No
Dropbox
No
Evernote
No
Google Workspace
No
LEX Reception
No
LawToolBox
No
Lawmatics
No
Integrations
Box
Yes
Chat Agents
Yes
Chrometa
Yes
DirectLaw
Yes
Dropbox
Yes
Evernote
Yes
Google Workspace
Yes
LEX Reception
Yes
LawToolBox
Yes
Lawmatics
Yes
Pricing Details
$9.99 per month
Free Trial
Yes
Free Version
No
Pricing Details
$49 per user per month
Essentials: $49 per user per month (paid annually)
Pro: $79 per user per month (paid annually)
Premier: $99 per user per month (paid annually)
Elite: $129 per user per month (paid annually)
Pro: $79 per user per month (paid annually)
Premier: $99 per user per month (paid annually)
Elite: $129 per user per month (paid annually)
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AccountAbly
Founded
2022
Country
Canada
Website
accountably.app/
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
www.rocketmatter.com
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
No
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No