Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform your matter management by utilizing organized files, integrated SMS for clients, and a dedicated client portal. Maintain focus with seamless task management, allowing you to assign tasks anytime or design personalized task flows. An integrated calendar, along with automatic notifications and conflict alerts, ensures your firm remains efficient. The embedded analytics enable you to monitor payments, billable hours, deadlines, campaigns, and overall productivity. Enhance your intake process and automate follow-ups to save valuable time, nurture your professional relationships, and elevate the client experience. Our platform is fully responsive on mobile devices, empowering clients to manage their affairs while on the move. We adhere to the KISS principle (Keeping It Simple & Satisfying) for a user-friendly experience. You can begin right away, eliminating the need for extensive training and avoiding complicated workflows. Boost team productivity by collaborating effortlessly on tasks, events, documents, and matters, fostering a more connected and efficient work environment. Ultimately, this streamlined approach not only enhances workflow but also leads to greater satisfaction for both your team and clients.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per user per month
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sheriasoft
Founded
2013
Country
Kenya
Website
sheriasoft.com
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
No
Calendar Management
Yes
Client Portal
No
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
Yes
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
No
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No