Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Access real-time, intelligent insights and analytics about your clients and practice from any device, utilizing Canada’s premier cloud-based solutions for auditing and accounting. Enhance client collaboration through our comprehensive client portal, offering seamless file sharing, personalized dashboards, and status reports all securely housed in one location. Achieve a complete document management system with centralized data storage, integrated archiving, retention, and backup features to keep files organized for all staff and teams. Effortlessly manage your time and billing processes from any internet-enabled device, as the cloud service automatically creates draft timesheets based on your calendar and time spent on client engagement files. Working in the cloud allows team members to collaborate on the same client file concurrently, streamlining the review and approval process from any location on a unified platform. This innovative approach not only enhances productivity but also ensures that all team members remain connected and informed, ultimately leading to improved service delivery for clients.
Description
Access user-friendly, real-time interactive practice management information effortlessly. Efficiently gather, store, and oversee all data related to your legal cases. Conduct thorough accounting without the need for specialized personnel, software, or an accounting qualification. Rapidly generate tailored documents, forms, or contracts that come pre-filled with client information. Seamlessly track legal practice expenses and make them instantly available for invoicing. Effectively manage and log time related to billable events at any stage. Enhance your law firm's productivity while elevating the quality of customer service. Provide your team with mobile access to essential information, time-management resources, client data, and more. Minimize operational costs when collaborating with clients and boost their overall experience. Offer clients a branded portal with mobile accessibility, secure messaging, a conveyancing application, and additional features to streamline communication and interaction. This holistic approach not only improves efficiency but also strengthens client relationships and satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
AdminPulse
Yes
Octopus Accountancy
Yes
Penneo
Yes
ProfitCents
Yes
Softlog.print
No
Integrations
AdminPulse
No
Octopus Accountancy
No
Penneo
No
ProfitCents
No
Softlog.print
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
Yes
Mac
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CaseWare
Founded
1988
Country
Canada
Website
www.caseware.com/products/cloud
Vendor Details
Company Name
FilePro
Founded
1990
Country
Australia
Website
www.filepro.com.au
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
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 Calendar
Case Defined Timekeepers
No
Completion Tracking
No
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
Yes
Staff Calendar
Yes
Status Tracking
Yes
Task Management
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
Yes
Discovery Management
Yes
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