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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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