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ease
features
design
support

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Write a Review

Description

Creating superior Intellectual Property management technology solutions extends beyond simply hiring specialists to construct the system; it also entails actively engaging our clients in recognizing potential system enhancements and fostering new product innovations. This collaborative and meaningful partnership is fundamental to crafting the bespoke technology solutions necessary for accomplishing your objectives efficiently. Managing your business with various software applications that have different entry points can lead to inefficiencies and confusion. While these software products may interact with each other, they often require a mediator to facilitate communication. However, FlexTrac® solutions are designed to be compatible from the outset, ensuring seamless operation without any loss of information—be it a form, a case, or even an Outlook reminder. With FlexTrac®, you benefit from fully integrated solutions, and our CTS Embedded Modules come at no extra charge, included with any FlexTrac® IP - CTS solution you choose to implement, guaranteeing a comprehensive and streamlined experience. This commitment to integration not only enhances productivity but also simplifies the entire management process for your organization.

Description

If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$39.95 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FlexTrac

Founded

1996

Country

United States

Website

www.flextrac.com

Vendor Details

Company Name

National Data Systems

Founded

2006

Country

United States

Website

www.ndssite.com/solutions

Product Features

Docketing

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

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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