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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Archivar

Founded

2026

Country

United States

Website

archivar.ai

Vendor Details

Company Name

Slatewell

Founded

2021

Country

United States

Website

www.getslatewell.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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Alternatives

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