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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Co-Flo CLM for Legal is a cloud-based application designed for managing the lifecycle of contracts specifically for in-house legal teams, seamlessly integrated into iManage Work. This solution eliminates the need for a separate repository, migration of data, or complicated integration projects. Smart Forms streamline the intake process and assign RACI roles based on the specific contract type or department involved. Each type of contract is equipped with its own customized workspace template, including stages, tasks, and security measures. Routine agreements are efficiently produced using the intake data, while iManage AI scours best-practice libraries and historical documents to generate initial drafts. Negotiations are conducted within iManage, benefiting from features like version control, collaborative editing, and comprehensive audit trails. The system automates approval workflows and integrates with platforms like DocuSign or Adobe Sign to facilitate execution, ensuring that signed copies are stored back in iManage. Post-signature, AI capabilities extract key obligations and deadlines, providing automated reminders for renewals, notice periods, and compliance requirements. Dashboards offer real-time insights into contract statuses, team workloads, potential bottlenecks, and upcoming expirations. Additionally, signed agreements can be organized into a searchable knowledge database, enhancing accessibility and retrieval. This innovative solution requires the use of iManage Work to function effectively.

Description

MatterAlert is a powerful matter portal and a and docketing, and tickler system designed to help legal teams manage all matter related information seamlessly in one platform. The right docketing system makes it easy to keep track of all critical dates across all matters so that you never miss any deadlines. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

iManage Yes 
3E No 
Aderant No 
Azure-AD-External-Identities No 
MS Outlook Email Extractor No 
Microsoft 365 No 
Microsoft Teams No 
NetDocuments No 

Integrations

iManage Yes 
3E Yes 
Aderant Yes 
Azure-AD-External-Identities Yes 
MS Outlook Email Extractor Yes 
Microsoft 365 Yes 
Microsoft Teams Yes 
NetDocuments Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per user per month
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Co-Flo Enterprise

Founded

2019

Country

Netherlands

Website

www.co-flo.com

Vendor Details

Company Name

PaayaTech

Founded

2007

Country

Canada

Website

paayatech.com

Product Features

Docketing

Billing & Invoicing No 
Calendar Management Yes 
Calendar/Reminder system Yes 
Case Management Yes 
Court Records Search Yes 
Document Management Yes 
Patent / Trademark Management No 
Portfolio Management No 
Task Management Yes 
Time & Expense Tracking Yes 

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