Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Greenboard is an innovative, cloud-based platform that harnesses AI to serve as a comprehensive operating system for regulatory compliance tailored to the requirements of financial firms governed by the SEC and FINRA. By merging various often-disparate tools into a cohesive dashboard, it efficiently manages essential functions such as archiving, supervision of communications, compliance workflows at both the firm and employee levels, vendor compliance, marketing content assessments, trade testing, and meticulous record-keeping that is audit-ready. Utilizing its proprietary “Greenboard Go” AI engine, which seamlessly integrates with all data within the firm, it proactively identifies risks, highlights compliance discrepancies, and aids in maintaining uniform internal policies. The platform's user interface and underlying architecture prioritize both usability and security, incorporating role-based access controls, robust data infrastructure, and adherence to SOC2-Type 2 standards to protect data privacy and ensure compliance with regulatory requirements. Furthermore, this comprehensive approach not only streamlines operations but also fortifies the organization’s defenses against potential compliance violations.
Description
OneAdvanced Legal delivers an integrated legal software solution built specifically for UK and Irish law firms. It provides a cost-effective, cloud-based portfolio that simplifies practice management while enhancing productivity. Firms can manage cases, finances, compliance, and documents from a single, unified platform. The software is trusted by the majority of the UK’s top law firms, reflecting its reliability and sector expertise. OneAdvanced Legal embeds compliance and security into everyday workflows, helping firms manage risk with confidence. Optional AI capabilities enable smarter automation while maintaining strict data governance. Role-based tools support everyone in the firm, from partners and fee earners to finance, compliance, and IT teams. The platform enables flexible working with secure access from any device. UK-hosted infrastructure and local support ensure safety, performance, and trust. OneAdvanced Legal empowers firms to grow, adapt, and deliver better client outcomes.
API Access
Has API
No
API Access
Has API
No
Integrations
InfoTrack
No
Microsoft 365
No
Microsoft OneDrive
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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)
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Greenboard
Founded
2023
Country
United States
Website
www.greenboard.com
Vendor Details
Company Name
OneAdvanced
Founded
2008
Country
United Kingdom
Website
www.oneadvanced.com/software-by-sector/legal/
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
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
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
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