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Description
Lupl is an innovative cloud-based platform for legal project management that aims to optimize legal processes and foster collaboration among attorneys. It provides an extensive array of functionalities, such as task management, automated workflows, and smooth integrations with pre-existing tools, allowing legal teams to handle their cases effectively within one consolidated interface. Users of Lupl can easily assign tasks, prioritize them, and maintain an equitable workload, which enhances transparency regarding the status of each matter and upcoming deadlines. The platform's adaptable workflows empower teams to outline specific steps, responsibilities, and timelines for different matters, while also monitoring their advancement in real-time. Additionally, Lupl promotes efficient knowledge management by allowing firms to convert their playbooks into readily accessible templates, which streamlines workflows and minimizes the time spent searching for information. Available on any device, Lupl guarantees that legal professionals remain connected and organized, whether they are working from their office or while traveling. This versatility makes it an indispensable tool for modern legal practice.
Description
Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.
API Access
Has API
API Access
Has API
Integrations
Docusign
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
WhatsApp
Zoom
iManage
Integrations
Docusign
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
WhatsApp
Zoom
iManage
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Lupl
Country
United States
Website
lupl.com
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
Product Features
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting