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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Curo365 stands out as a top-tier Enterprise Practice Management solution by operating on the robust Microsoft Dynamics platform. Unlike conventional legal practice management tools, Curo365 integrates capabilities that typically require the use of several separate technologies. This innovative solution empowers law firms to utilize Microsoft’s identity-driven security, ensuring a safe and user-friendly space for managing files, communications, and various data types, while also offering extensive and intelligent defenses against sophisticated cyber threats. Microsoft invests a staggering $1 billion annually to safeguard its cloud infrastructure, which is the foundation where Curo365 securely stores and replicates data for redundancy and disaster recovery purposes. Moreover, Curo365 allows law firms to take full advantage of the Microsoft Office 365 Productivity Suite—including applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—enabling attorneys and their teams to work seamlessly from any location and on any device. The integration of these powerful tools ultimately enhances collaboration and efficiency within legal practices.

Description

Horatio Helper serves a diverse range of professionals, including freelancers, consultants, sales teams, attorneys, and accountants, by providing a platform to effectively monitor customer interactions. The service allows for an unlimited number of users, clients, and projects without any cost. Sign up today to experience a fully functional Enterprise CRM and Billing System in just a few minutes. Each month, you can enjoy your first 1,000 Memos, which encompass timeslips, invoices, and statements, at no charge. The platform is compatible with all smartphones, tablets, and desktop computers, accommodating various billing methods such as hourly rates, fixed fees, or contingency payments. Generate statements and accounting reports swiftly, and manage an unlimited number of teams with different user roles. This comprehensive business solution is tailored for a range of industries, including law, insurance, sales, programming, and consulting. With an online management system designed specifically for attorneys, you can practice law seamlessly in the cloud, creating timeslips, advance costs, invoices, and statements while securely storing documents online. Access your information from any device, including smartphones, tablets, Windows PCs, or Macs, with plans starting at just $35 monthly. Plus, the user-friendly interface ensures that you can set up and start managing your business efficiently right from the start.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 

Integrations

Microsoft 365 No 
Microsoft Outlook No 
QuickBooks Online No 

Pricing Details

$16 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$39 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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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 No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Curo365

Founded

2016

Country

United States

Website

www.curo365.com

Vendor Details

Company Name

Notae Systems

Founded

2011

Country

United States

Website

www.notaesystems.com

Product Features

Law Practice Management

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

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders No 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking No 
Task Management No 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Law Practice Management

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

Legal Billing

Accounting Management Yes 
Automatic Billing No 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

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