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Description
The MyPrivate Family Office Software offers comprehensive coverage across all essential areas for families. It is installed locally, ensuring that no data is kept in the cloud, which greatly enhances data privacy and protection against fraud. The system features highly automated payment processing, accommodating various methods including the Swiss QR bill and online banking for Switzerland and the EU, along with real-time access to stock quotes and forex rates. The integrated EDM system allows seamless access to original documents such as invoices, certificates, and protocols across all modules. Designed to be a global solution, MyPrivate caters to every aspect of personal and family life, regardless of how intricate or large it may be. This makes it an invaluable tool for families seeking to maintain control and oversight over their financial affairs.
Description
Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
Box
Chat Agents
Chrometa
DirectLaw
Dropbox
Gmail
Google Calendar
Google Workspace
Integrations
Microsoft 365
Microsoft Outlook
Box
Chat Agents
Chrometa
DirectLaw
Dropbox
Gmail
Google Calendar
Google Workspace
Pricing Details
$384 per license
Free Trial
Free Version
Pricing Details
$55 per user per month
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
MyPrivate
Founded
2013
Country
Switzerland
Website
myprivate.ch/en/
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
www.rocketmatter.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
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management