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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

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

Screenshots View All

Screenshots View All

Integrations

Confido Legal
Docusign
Dropbox
Google Calendar
LawPay
QuickBooks Online

Integrations

Confido Legal
Docusign
Dropbox
Google Calendar
LawPay
QuickBooks Online

Pricing Details

$39/user/mo, billed annually
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

SimpleLaw

Founded

2005

Country

United States

Website

www.simplelaw.com

Vendor Details

Company Name

Slatewell

Founded

2021

Country

United States

Website

www.getslatewell.com

Product Features

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

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

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