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Average Ratings 0 Ratings
Description
Archivar is a specialized case-management and AI intake platform tailored for the legal industry.
This innovative solution assists law firms in overseeing communications with potential clients from the initial phone interaction through scheduling consultations and following up on intake.
The features offered by Archivar include:
- AI-driven phone answering
- Management of missed calls
- Intake services during non-business hours
- Conversations in both English and Spanish
- Collection of information from prospective clients
- Workflows for lead qualification
- Scheduling of consultations
- Summaries of calls
- Maintenance of intake records
- Case-management process workflows
By streamlining the intake experience, Archivar enables law firms to minimize redundant administrative tasks for their attorneys and support teams.
Instead of replacing the critical judgment of attorneys, Archivar enhances the operational aspects of the client experience, ensuring firms effectively gather information and guide qualified prospective clients to the next appropriate action.
Ultimately, this platform not only improves efficiency but also promotes a more organized approach to client management within the legal sector.
Description
Eternal Pro is a modern, cloud-driven platform designed specifically for estate-planning experts, facilitating the efficient intake of both conventional and digital assets while promoting effective collaboration among attorneys, their teams, and clients, alongside real-time integration with practice-management systems. By replacing cumbersome paper forms, PDFs, and disorganized emails with a centralized hub, the software allows for customizable questionnaires that can be modified on the fly, along with real-time form editing capabilities for both clients and staff. Additionally, it provides a comprehensive asset inventory that includes everything from real estate to cryptocurrency wallets, as well as secure cold-storage technology to protect highly sensitive information. With direct integration capabilities to popular tools such as Clio, Lawmatics, MyCase, and access to over 9,000 additional applications through Zapier, it ensures seamless data flow for every client case without the risks of duplicate entries or human errors. This innovative approach not only simplifies the estate-planning process but also enhances overall productivity and accuracy for professionals in the field.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
1Password
No
Clio
No
Google Chrome
No
Lawmatics
No
MyCaseRecords
No
Safari
No
Zapier
No
Integrations
1Password
Yes
Clio
Yes
Google Chrome
Yes
Lawmatics
Yes
MyCaseRecords
Yes
Safari
Yes
Zapier
Yes
Pricing Details
$84/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Archivar
Founded
2026
Country
United States
Website
archivar.ai
Vendor Details
Company Name
Eternal Pro
Founded
2023
Country
United States
Website
eternal.me/