Alternatives to Curo Matter Management

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Lower expenses, boost project transparency, and maintain your budget effortlessly—with simple timesheets! ClickTime streamlines employee time planning and management, allowing you to track hours from your phone or computer, swiftly approve time entries, and use dashboards to oversee budgets and allocate employee time. Whether you're forecasting project expenses or evaluating past results, ClickTime delivers immediate insights into your business. Quickly see which projects are over or under budget, understand team availability, costs, and productivity, and easily approve timesheets, leave requests, and billable hours.

BigHand Matter Pricing is an innovative tool that leverages artificial intelligence to assist law firms in effectively budgeting, pricing, and tracking their matters from a financial perspective. This solution, which integrates seamlessly with practice management systems, enables pricing teams and attorneys to secure improved financial results by utilizing data-driven budgets and cost assessments, optimizing resource allocation, minimizing write-offs, and providing transparent reporting to clients. By enhancing financial management of legal matters, firms can boost their profitability while delivering greater value to clients. The platform allows for the creation of both simple and intricate budgets tailored to client needs, facilitating the real-time calculation of essential key performance indicators. Additionally, it harnesses historical data to guide decision-making and offers options for selecting various resources and fee structures to forecast the most advantageous pricing strategies. Ultimately, this tool not only helps increase a firm's profits but also eliminates inefficiencies from manual reporting processes, empowering legal professionals to make more informed financial choices. Moreover, it fosters a comprehensive understanding of matter profitability, enabling firms to thrive in a competitive landscape.

actiTIME is time tracking software for businesses looking to minimize time tracking efforts and make data-driven decisions. Manage time, projects, teams and clients in a single platform where you can track working time and employee absences, review team productivity, measure project costs and profits, and more. Choose between cloud and on-premises software, track time using online timesheet, a browser extension or a mobile app. Join 10,000+ companies like DHL, Huawei, Philips, Xerox and University of Bristol - start a free 30-day trial (no credit card required).

Scopey revolutionizes the quoting process for professional-service firms by streamlining how they create work estimates, define service parameters, and manage value from client modifications. With its robust platform, users can quickly produce comprehensive project outlines and professional proposals in just minutes, utilizing functionalities such as an AI-driven pricing model, suggestions for additional services to enhance sales, and real-time monitoring of changes in project scope as client demands shift. Scopey equips teams to transform their offerings into well-defined, scalable services by standardizing pricing structures and fostering client engagement through features like e-signatures and collaborative dashboards. It effectively tracks work that falls outside the agreed scope instantly, automatically records variations, and ensures that any new requests are systematically documented, priced, and sanctioned, thereby safeguarding profit margins, enhancing revenue potential, and minimizing scope expansion issues. Designed with user-friendliness in mind, this innovative tool replaces cumbersome spreadsheets and lengthy email exchanges with concise, dynamic scopes that keep both teams and clients synchronized while improving overall project management. It serves as a crucial asset for businesses aiming to enhance operational efficiency and client satisfaction simultaneously.

BigHand Resource Management serves as a comprehensive tool for legal work distribution and resource management, enabling law firms to pinpoint resources, anticipate utilization, oversee workloads, and provide a structured approach to lawyers' career advancement. This solution offers real-time insights into team availability and associated costs, enhances profitability on cases, and promotes diversity, equity, and inclusion objectives through fair distribution of work. It provides a comprehensive view of capacity at the individual lawyer level, across teams and practice groups, allowing for strategic planning and work allocation based on client requirements, holiday scheduling, profitability considerations, and diversity initiatives. Additionally, it empowers lawyers to monitor their progress against essential metrics and objectives, fostering a sense of ownership over their responsibilities. The platform also includes a searchable database of lawyer skills, industry knowledge, established relationships, and language proficiencies, along with insights into current spending rates and upcoming allocations relative to matter budgets, thereby assisting partners in effective matter management and strategic decision-making. This comprehensive approach ensures that law firms can operate efficiently while nurturing the professional growth of their lawyers.

Are you finding it difficult to provide consistent legal services in your practice? What strategies do you employ to uphold the quality of your high-margin projects? Additionally, how do you manage to reduce expenses associated with routine tasks? In recent years, the landscape of legal services delivery has undergone significant changes, with clients increasingly expecting greater value for their investment, the rise of alternative fee arrangements (AFAs), and the necessity for profitable work output becoming paramount. To thrive in this changing environment, law firms must leverage tools that enhance efficiency while guaranteeing top-notch work. 3E MatterSphere facilitates consistent and repeatable workflows for matter management, enabling your teams to operate effectively and profitably. By revolutionizing matter management from start to finish, 3E MatterSphere offers a comprehensive perspective for overseeing daily operations, encompassing clients, matters, workloads, tasks, critical deadlines, and all pertinent documents, reference materials, and reports, all within the user-friendly Microsoft® Office® environment. With such capabilities, firms can remain competitive and responsive to client needs in a fast-evolving market.

Litera stands as the premier provider of technology designed specifically for legal workflows and workspaces on a global scale. Numerous organizations worldwide have placed their confidence in Litera to enhance their legal teams' abilities to draft, collaborate, and oversee their responsibilities, enabling them to dedicate more attention to their clients' essential needs. By revolutionizing the document perfection process, deal management, and case oversight for legal teams of all sizes, Litera is making significant strides in the industry. Utilizing advanced technology can lead to a decrease in write-offs and write-downs while also elevating client service and speeding up turnaround times. Furthermore, it helps minimize the hours spent on monotonous, manual tasks. Litera Desktop presents a comprehensive toolbar that equips lawyers with all necessary tools for document drafting, creating an integrated and seamless user experience that promotes vendor consolidation and user adoption. As the only unified solution in the legal sector, Litera Desktop supports top-tier document drafting technology through a single Word ribbon, thereby optimizing lawyers' workflows and enhancing operational efficiencies for IT departments, ultimately benefiting the entire legal ecosystem.

Our automated closing cost calculator consolidates all the necessary tools to enhance your quotes, resources, and profit margins effectively. We offer a variety of products and services designed to clarify processes for mortgage professionals, facilitate communication between all transaction parties, and foster a thriving network of industry experts. LodeStar presents a selection of compliance-focused solutions tailored for title agents, mortgage professionals, banks, and credit unions. By streamlining the generation of precise loan estimate quotes, title fees, title insurance premiums, municipal recording fees, and transfer taxes, we make the entire process more manageable. Our commitment to personalized service ensures that we cater to your lending requirements, regardless of your clients' locations across the country. Furthermore, we prioritize seamless integration, allowing our tools to fit effortlessly into your existing workflow. We also stand by our promise to guarantee all fees associated with the closing process, including title fees and related charges. This comprehensive approach not only simplifies your operations but also enhances your ability to serve clients with confidence and clarity.

Our natural time entry makes it easy to track your time. You can set budgets and targets for users, teams and clients, and track your progress in real time. In a matter of seconds, you can invoice your clients or send time to accounting software. We integrate with Xero Quickbooks, Wave MYOB, Freshbooks, Wave, Wave, MYOB, and Wave.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.

Knownwell empowers leaders to achieve unprecedented profitability by harnessing transformative proactive AI intelligence and streamlined business orchestration. Its unique intelligent enterprise operating system seamlessly integrates your current business tools, natural communication processes, and external data into actionable intelligence, all without the need to expand your executive team. The era of AI is upon us, and Knownwell is here to ensure you capitalize on it effectively. Instead of reacting to data trends or deciphering past issues, you can proactively enhance client relationships and anticipate their needs. Implement revolutionary client intelligence without the burden of recruiting additional personnel to manage it. Knownwell adapts to your existing organizational structure, optimizing the tools and services you already utilize by consolidating available data and connection points into a unified proactive intelligence source. By providing your executive team with the insights and seamless coordination necessary, Knownwell allows them to concentrate on what truly matters, maximizing value and efficiency in your operations. Embrace the future of business intelligence and watch your organization thrive.

The Wynd platform has been meticulously designed to tackle the challenges faced by retailers during their transformation journeys. It is inherently omnichannel, allowing for a seamless integration of all customer experiences. You can create innovative purchasing pathways that enhance client satisfaction by swiftly and effectively meeting customer needs. Process all in-person or online orders through a single, unified interface. By minimizing costs, you can enhance your profit margins as well. The platform also streamlines the preparation of in-store orders and boosts the operational efficiency of the supply chain. The Wynd Picking application further enhances order preparation by automatically identifying the most efficient picking routes for each location, tailored to the specific order management strategy (whether mono, multi, or global). With its intuitive design, the application is accessible for users of all experience levels, which significantly enhances team productivity and increases the success rate of prepared and delivered orders. This comprehensive solution ultimately empowers retailers to thrive in a competitive marketplace.

Gain a comprehensive view of bottlenecks, margins, productivity, and overall progress effortlessly. Enhance your staff's performance by equipping them with a singular system where they can easily access everything they require. Upgrade your office toolkit to handle inquiries, provide accurate quotes, and manage schedules more effectively. Boost your profitability with precise cost assessments and straightforward reports that clearly illustrate your financial gains and losses. Accelerate growth by reducing time spent on repetitive manual tasks, allowing your current team to concentrate on what truly matters. This software excels at pricing and quoting glass jobs, outperforming any other option available. It will streamline the organization of your glass shop while minimizing redundant data entry between accounting and production systems. Utilize our powerful online order entry portal, acclaimed glass designer, and customizable DXF exports to eradicate unnecessary duplication in your ordering workflow. By implementing these tools, you will not only enhance efficiency but also foster a more productive work environment.

PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.

Enhance your legal billing process and simplify the management of legal matters with TyMetrix® 360°, which allows you to oversee everything from case management and invoices to budgets and rates within a single, user-friendly platform. By optimizing the handling of legal issues, you can boost staff productivity and foster better collaboration with external counsel, leading to improved case results and more effective cost management. Additionally, you can make informed decisions with straightforward reports that offer immediate insight into legal expenditures and various performance metrics. This solution also helps lower system support expenses and minimizes the overall cost of ownership. The intelligent invoice validation rules efficiently identify billing inaccuracies, ensuring adherence to billing standards. With support for over 180 currencies, as well as credit note processing and VAT compliance features, TyMetrix® 360° is equipped to handle a diverse range of billing scenarios. Furthermore, you will gain access to over 30 standard reports that provide quick visibility into your legal expenses and essential key performance indicators (KPIs), making data-driven management more accessible than ever. By leveraging these tools, you can significantly enhance the effectiveness of your legal operations.

At Online Book Writers, our team comprises specialists from various fields, each with significant experience in ebook writing. Regardless of the genre you need, our skilled writers are equipped to tackle even the most complex projects, guaranteeing a high-quality final product. We prioritize your convenience and provide pricing that aligns with your financial plans. You retain complete ownership of your book along with all the profits, as we do not impose any royalty fees. We at Online Book Writers are committed to safeguarding the confidentiality of our clients' information. Each project is handled by an experienced professional who ensures that the outcome is exceptional. Our writers conduct thorough and comprehensive research to fully grasp your vision for the book, thus ensuring that the final work is both original and authentic. We believe that open communication is vital throughout the writing process, allowing you to provide feedback and make adjustments as needed.

Enhance the efficiency and quality of your business proposals with Quoters, which allows you to create distinctive sales documents for your clients while optimizing content reuse and cost management to save both time and money. Streamline your proposal process and elevate their appearance to significantly improve your productivity levels. Progress to a new standard by crafting unique sales documents that are accessible from anywhere, with Quoters offering unlimited functionality across all plans. In scenarios where a company's triumph hinges on an individual, Quoters becomes an essential tool for generating quotes, enabling you to concentrate on what truly matters: your business's growth. Utilize Quoters in the cloud to produce visually appealing and professional sales proposals, ensuring that your price quotes accurately reflect your brand's image. Effortlessly monitor the different versions of your projects while allowing clients to accept your proposals online, as securing immediate approval for your quotes can often prove challenging. Therefore, you have the flexibility to create as many versions as necessary, and once you’ve successfully persuaded your client, they can conveniently sign the quote online, making the entire process seamless and efficient. This innovative approach not only saves time but also enhances client satisfaction and engagement.

Visual Cash Focus is an all-encompassing budgeting and forecasting tool crafted by Cash Focus, aimed at replicating business trading activities to enhance precise financial planning. Users begin by entering their initial balance sheet along with projections for revenue, cost of sales, expenses, taxes, and dividends. Subsequently, the software computes anticipated cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and various financial ratios for each time frame. It accommodates intricate inputs like fixed asset schedules, overdraft agreements, lease and hire purchase commitments, long-term borrowing, and inventory needs. Furthermore, budgets can be organized by profit centers, facilitating detailed reporting. Visual Cash Focus utilizes double-entry accounting principles to generate budgets and management reports, thereby promoting accuracy and accountability in financial reporting. This robust functionality ensures that businesses can effectively manage their finances, making informed decisions based on comprehensive data analysis.

The ePRO printing management software is a scalable business tool. It streamlines the entire lifecycle of a print order, from estimate to production to accounting. To ensure a quick turnaround, clients can quickly receive quotes. A robust management information system will eliminate errors and redundancy. We are always listening to our customers so you will see your suggestions come to fruition when we release system updates. You can improve warehouse control and reduce stock holdings. Send quotes to clients easily and quickly Know your profit margins and costs.

Onsite Teams is an integrated construction management solution that enhances site and project operations by linking office personnel with field workers through a unified platform. It offers instant project tracking using mobile applications, allowing team members to produce daily reports with a single tap, promptly address issues and delays, and automate various material workflows, such as requisitions, purchasing orders, receipt of goods, budget approvals, and tracking supplier balances. The system's GPS-driven workforce management features automate processes like attendance recording, payroll calculations, and clock-in/out functionalities. Additionally, subcontractor management capabilities enable teams to generate work orders, monitor progress, and efficiently manage contracts, invoices, and payments. Comprehensive financial management tools grant users clear insights into budget versus actual expenses, facilitate project-specific profit and loss analysis, and enable quick invoicing and collections to improve cash flow, eliminating the need for cumbersome spreadsheets or complicated manual systems. This all-in-one approach helps teams work more efficiently, enhancing overall productivity and profitability across projects.

Affinity stands as the premier legal software solution designed to enhance productivity and foster growth for mid-tier law firms throughout the Pacific Region and beyond. Each day, legal practitioners depend on Affinity to navigate the complexities of providing top-notch client service amidst evolving customer expectations and requirements. The versatile capabilities of Affinity are applicable throughout the entire firm, making it an essential tool for various legal operations. Discover how you can elevate productivity, enhance profitability, and increase client satisfaction across your organization. Access exceptional legal research resources online or initiate your research directly from your matter. Effortlessly link articles and content to specific matters for quick reference. Keep your internal research library organized within Affinity, consolidating all resources into a single platform. Monitor the status of progress, documents, contacts, and financials seamlessly. Utilize DataForms to update case facts and significant dates, while also managing time recording, transaction processing, and billing efficiently. With Affinity, your practice can streamline its operations and improve overall effectiveness.

Our adaptable 360-degree feedback platform allows for the creation of insightful development and evaluation surveys tailored to meet your needs. Trusted by both training providers and corporate clients, the 360degree.it tool caters to organizations of all sizes, delivering high-quality staff assessments and benchmarking capabilities. Our experienced team excels at adhering to specific and often stringent timelines, ensuring we meet your desired launch date, with most setups achievable within just 24 hours. This 360 feedback software has been effectively implemented for clients across various industries, both in the UK and internationally. Regardless of your organization’s scale, we offer pricing options that fit within your financial plan. We take pride in our straightforward approach, ensuring that you only pay for what you use, without any hidden fees or costly sign-up charges. Additionally, our commitment to customer satisfaction ensures that your feedback process will be seamless and efficient.

We assist Oracle NetSuite clients in making timely and appropriate spending decisions. Our solution, designed specifically for the NetSuite platform, enables you to manage expenses effectively and enhance the overall value of your investments. With over 50 years of combined expertise, the PyanGo team is dedicated to delivering top-notch products. Our offerings allow you to redirect your attention from accounting matters to achieving your objectives. Given that most projects necessitate various resources, suppliers, and costs, the potential for complexity and budget overruns is significant. PyanGo’s Advertising and Media solution streamlines the entire procurement and expense reporting process within NetSuite, ensuring that projects remain within budget and fulfill client demands. In addition, construction initiatives must meticulously monitor their expenses as these costs constitute the project's budget, serving as a spending benchmark. PyanGo provides safeguards against budget overruns throughout the procurement process, ensuring financial integrity is maintained. By simplifying expense management, our solutions help you achieve greater efficiency and success in your projects.

Optimize your budget and enhance productivity during user research and discovery phases. This approach is beneficial for design agencies, in-house teams, and independent freelancers. By utilizing research data efficiently, you can conserve valuable time and energy in the initial stages of user exploration and discovery. Gain a competitive edge by streamlining your processes without compromising the user experience. Eliminate guesswork by quickly obtaining valuable insights from publicly available information. Create impactful designs without resorting to placeholder text like Lorem Ipsum. Accelerate both the discovery phase and the timeline to your minimum viable product or design iteration. Reduce risks by broadening your design team's knowledge base. Enhance your UX capabilities even without having dedicated internal experts. Prevent potential budget overruns while effectively engaging with clients who may have limited financial resources. Tackle the obstacles presented by constrained resources and budgets by leveraging fast, actionable data. Expand your project portfolio painlessly while fostering more opportunities for UX initiatives. Boost your design efficiency and maintain high standards of quality. This strategy can assist in pinpointing challenges, identifying risks, and outlining crucial components for your design brief, ensuring a more thorough and informed design process. Embrace this method to transform your approach to user research and design.

FuseCharts simplifies the transformation of intricate client relationships into clear and straightforward visuals, ensuring that even clients can grasp their organizational structure. As the landscape of professional services evolves, it's essential to have accessible tools that yield significant results, allowing you to focus more on delivering value to your clients. This platform empowers you to convey complex information through impactful diagrams, enhancing your clients’ understanding of key issues. In today’s information-driven world, the ability to streamline communication with clients and cut through the clutter to showcase genuine value is crucial. With user-friendly layouts that assist in both data entry and diagram creation, FuseCharts enables you to customize your structure charts to any level of complexity you desire. Additionally, integrated support features and a dedicated online community ensure you remain productive and engaged in your design process. Consequently, using FuseCharts not only enhances client understanding but also elevates your overall service delivery.

Caseroads.com offers a comprehensive cloud-based practice management solution that can save you up to 70% compared to other services. Its user-friendly interface allows you to work securely from any location, providing all essential features for a single, affordable price per user. Elevate your firm’s capabilities, enhance productivity, streamline operations, and accelerate your payment processes with ease. We invite you to begin your journey with a risk-free, 30-day trial at no expense. Caseroads is designed to help you handle a higher volume of cases more effectively, keeping you informed about crucial tasks, events, and deadlines. This platform allows for efficient tracking and understanding of each case's status while offering valuable insights into your firm's performance. It simplifies the management of a growing client list through better scheduling, streamlined intake processes, and effective conflict resolution. Additionally, Caseroads minimizes the effort required to onboard clients, manage case access, locate documents related to clients or matters, and record case activities. With this intelligent system, you can focus more on delivering quality legal services rather than getting bogged down by administrative tasks.

By decreasing the time that field workers spend on paperwork management by around two hours weekly, a company with ten field workers can save an impressive total of 20 hours in administrative tasks each week. This efficiency allows the invoicing process to initiate right after job completion, as administrative personnel receive the finalized work order—complete with client signatures and images—immediately when the field worker submits it. Consequently, invoices can be dispatched on the same day that the work is finished. Additionally, the standardization of form inputs, including part numbers and pricing, has led to a significant drop in write-downs from 18% to 6%, thereby enhancing the client's profitability. This streamlined approach also boosts the company's capacity to take on more business, potentially increasing it by up to 40%, whether through higher volume or expanding service coverage without raising administrative costs. Furthermore, payroll expenses can be reduced by as much as 20% due to the precise documentation of actual fieldwork efforts. Overall, these improvements not only streamline operations but also foster a more profitable and efficient business model.

Evolution is crafted specifically for agents, making it a cost-effective solution. Regardless of what products your clients seek, an innovative agency management system is essential to efficiently manage your business operations. With a robust client application that features quoting, claims, and payment capabilities, your clients can conveniently access their policies anytime and anywhere they wish. eVo stands out as a thorough and budget-friendly agency management system, equipped with an array of cutting-edge features. If you're prepared to enhance your management capabilities with eVo, or if you would like additional information, please reach out to us. Your satisfaction remains our utmost priority during these challenging times, and we are available to address any inquiries you may have. Don't hesitate to get in touch with us regarding any concerns. The system also includes a secured hierarchical structure, seamless integration with DocuSign, compatibility with Microsoft Outlook, a mobile app for clients, and in-platform texting features to streamline communication. These elements combine to create a powerful tool designed to elevate your agency's efficiency and client satisfaction.

Humanize IT serves as a revolutionary platform for communication and QBR acceleration tailored for MSPs, shifting the focus from traditional presentations to structured, interactive client discussions. Utilizing a comprehensive four-step framework, it is enhanced by coaching, ready-to-use templates, automated evaluations, budgeting resources, and customized client dashboards. The platform seamlessly integrates with PSA systems to synchronize opportunities and data, streamlining QBR preparations and saving between 6 to 12 hours for each review while offering insights like client engagement scores, whitespace analysis, and various personas (such as vCIO and CISO) that facilitate significant conversations. By providing weekly coaching sessions and fostering a peer community, MSP teams cultivate strategic selling practices and establish trust-based relationships with clients. Humanize IT not only transforms technical dialogues into value-driven conversations, thereby increasing client retention and upselling success, but also enhances the profitability of MSPs, all within a SOC 2-certified framework that guarantees consistent and reliable service delivery at scale. Ultimately, this innovative approach empowers MSPs to engage more effectively with their clients, fostering long-term partnerships and driving business growth.

Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.

Clientivity is a powerful business management platform built specifically for service-based businesses, providing an all-in-one solution for project management, billing, time tracking, and communication. It centralizes client activity and automates back-office functions like invoice generation, contract management, and payment processing, significantly reducing manual workflows and increasing operational efficiency. The platform also features a client self-service portal, allowing customers to track project status, approve quotes, and make payments directly, improving the overall customer experience. With built-in tools for managing tasks, proposals, contracts, and scheduling, Clientivity helps businesses stay organized while delivering professional services efficiently and effectively.

Streamline your entire conveyancing process through a single cloud-based platform. Enhance your client interactions by eliminating traditional paper forms in favor of adaptable online forms that can be tailored to meet specific needs. Recognizing that every firm operates differently, our customizable workflows empower you to define your operational approach while ensuring uniformity among staff. Clients can now receive quotes even outside of regular hours, and our system allows partners to make referrals and generate quotes on your behalf. Deliver personalized quotes to clients within seconds, thanks to our robust APIs and Webhooks that facilitate seamless third-party integrations. This technology enables you to create, read, write, upload, or initiate actions from various software, or have InTouch trigger actions within those platforms. By offering electronic document signing, you can save both time and money. Updates on each matter are automatically communicated to clients, ensuring they stay informed and satisfied throughout the process. Furthermore, our online portal significantly reduces the need for progress-chasing phone calls by up to 40%, keeping your clients and stakeholders continuously informed. Embrace this innovative solution to elevate your conveyancing practice to new heights.

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

Our team is dedicated to facilitating a swift approval process, providing tailored payment processing solutions that empower your business to thrive in just a matter of days. Regardless of your industry, we deliver dependable processing solutions for both high-risk and low-risk merchants. We take pride in giving our clients access to a knowledgeable in-house team that is always on hand to address any inquiries they may have. Our expertise lies in supporting high-volume e-commerce merchants across the globe, where we enhance payment structures for challenging and high-risk businesses based on their specific requirements. Corepay’s cutting-edge solutions are designed to elevate your business to new heights, ensuring that we meet the unique challenges each client faces in the evolving market landscape. With our commitment to excellence and client satisfaction, we aim to be a trusted partner in your journey towards success.

Alcohol analytics provides valuable insights for sales teams and managers on the frontline, highlighting ways to enhance distribution, boost sales, and increase profitability. Crafted with input from industry experts, this platform is tailored to meet the specific needs of your business. With the Last Call app, both you and your team can access essential data to drive sales, regardless of your location. We understand the challenges of relying on slow technology; our software operates efficiently to alleviate the burdens of data analysis. This allows you to make well-informed business decisions and engage in productive discussions at the store level. You can effectively manage inventory, spot opportunities, and accelerate product movement for your clients. Gain the alcohol retail sales analytics necessary to educate your customers and elevate sales figures. Explore the potential that Last Call Analytics offers to your alcohol brand, and we are eager to assist you in navigating our software and addressing any inquiries you might have. Let us help you maximize your sales strategy with our innovative solutions.

Creating a precise bid for a construction project is essential for establishing a successful contract in the industry. Trimble recognizes how crucial it is to model costs accurately based on real-world scenarios, equipping civil contractors with effective tools to generate authentic project estimates. The Trimble Quest platform serves as a first principles estimating software, complete with comprehensive cost libraries, enabling users to swiftly generate quotes. By grasping the actual costs associated with construction, you can enhance the precision of your estimates, leading to improved project margins over time. With Trimble Quest software, you can take charge of your construction budget and manage costs effectively. This software provides the necessary tools for budget management, allowing you to consistently track progress and oversee expenditures, which ultimately helps ensure the profitability of your construction projects. Using Trimble Quest not only facilitates efficient management but also empowers contractors to make informed financial decisions throughout the project lifecycle.

Efficiently oversee the goals, care requirements, schedules, quotes, and contracts of your NDIS participants while ensuring they maintain control and empowerment over their care processes and outcomes. CareVision simplifies the tracking of goals and action plans, seamlessly integrating them into your operational workflows. By sharing these objectives with teams and client care circles, you can actively engage and inspire your participants to provide feedback on their goals and monitor their progress towards achieving them. Our adaptable goals model is designed to scale as you expand your participant base, with our goals engine facilitating trend analysis and boundary alerts to help you stay organized. Additionally, CareVision enhances client onboarding through integrated quoting and budgeting aligned with your care and service plans, significantly reducing the time until the first service is provided. Our built-in service review and self-audit features empower your teams to conduct daily audits and optimize billing and claiming processes effectively. This comprehensive approach not only streamlines operations but also fosters a more collaborative environment for both providers and participants.

At the forefront of our mission are the relationships we cultivate with our clients. Regardless of your organization's scale, you will receive the focused attention you deserve, ensuring you are never overlooked in the process. We take pride in maintaining a remarkable 100% client retention rate. Our team is dedicated to helping you automate your unique admissions workflow for both new and returning students, integrating it effortlessly into our enrollment system. You can streamline your entire procedure, encompassing enrollment documents, tuition down payments, and online consent and signatures. It is essential to ensure that your institution complies with section 508 of the Workforce Rehabilitation Act regarding your forms. SimpleApply is equipped to deliver the secure, customized data collection solution necessary for enhancing your operational efficiency. With our innovative tools, your institution can experience a transformation in how it manages admissions and student engagement.

Awtomated is a comprehensive Translation Management System tailored to meet the needs of language service providers, localization teams, and organizations managing content in multiple languages. It unifies all key project components such as client management, vendor coordination, file handling, financial tracking, and workflow automation within one intuitive platform. The solution automates routine and repetitive processes, enabling teams to manage multilingual projects with accuracy and meet critical deadlines and budgets. Features include bilingual file support, customizable workflows, client and vendor portals, and automated quote generation, facilitating seamless collaboration between internal teams and external freelancers. By minimizing manual work and errors, Awtomated helps increase efficiency and throughput. The platform is scalable, catering to small LSPs as well as growing localization departments. It offers enhanced control and comprehensive visibility over projects to ensure timely, high-quality results. Awtomated is the ideal tool for businesses looking to simplify and expand their translation operations.

Do you want to make running your law firm easier? Matters.Cloud can help you by: Whether you are a solo lawyer or part of an international firm, this site provides insight. - Gathering key information about your clients, contacts, and matters. - We can help you break down your issues into key phases/tasks. - Simplify processes such as collecting payments and raising invoices. - Time to win new opportunities - Operates in 15 languages, and 6 data regions

Legal Tracker (formerly Serengeti Tracker) meets the complex needs of corporate legal departments. It is the industry's most robust e-billing, matter management, and analytics AI-powered solution, trusted by more than 1,600 corporate law departments across Fortune 500 and startup companies. Who uses Legal Tracker? 1,600+ corporate legal departments 100% of AmLaw 200 and Global 100 firms 66,000+ law firms and vendors 455,000 users in 220 countries

Efficiently monitor materials, expenses, and project advancements to ensure that your construction endeavors remain punctual and financially manageable. Are you seeking meticulous oversight of your construction projects? The intricate nature of building and construction demands precise coordination of materials, tools, equipment, and skilled labor at optimal times, all while maintaining a grasp on profitability and deadlines. No matter if you are developing roads, residential homes, commercial spaces, or landscaped areas, TidyBuild provides the tools necessary to manage materials, expenses, and logistics, ensuring projects meet client expectations through timely and budget-conscious delivery. Generate precise estimates for construction projects that reflect current material and resource prices, while also organizing, delegating, and prioritizing tasks to guarantee that your builds are completed both on schedule and within financial limits. With TidyBuild, you can streamline your workflow and enhance overall project efficiency, leading to greater client satisfaction and repeat business.

Hubbix is an online tool that business coaches, advisers and consultants can use to provide advice to clients. It allows them to assess the business of their clients, identify their vulnerabilities and opportunities, and create action plans that reflect what is needed to achieve their goals. Benefits: 1. You can save 45% of your time by not having to type up notes or actions after each meeting. You don't need to prepare before the meeting and you get straight to the point in the meeting. 2. It increases the Client LTV (Lifetime Value) by providing them with a structure that they can work on. 3. You can now offer exit strategy planning as a service to your customers. 4. Offers a HOLISTIC DIAGNOSTIC APPROACH for business advisory services, so that no matter what your background or experience is, you can guide clients in areas where you do not have any experience. 5. It provides a PROVEN framework for client sessions which gets results.

Collaborati is an internationally recognized e-billing software platform that serves over 14,000 legal firms and vendors across 160 nations. This innovative solution allows for the electronic submission of invoices, sharing of timekeeper details and rates, recording of negotiations, and collaborative budget management among more than 750 corporate legal departments making use of Mitratech's suite of legal management tools. By optimizing the processes for invoicing and payment, Collaborati fosters stronger relationships with clients by minimizing invoice disputes and reducing the likelihood of write-offs. The system also provides automated notifications for status updates, which curtails unnecessary inquiries from corporate clients, while enabling users to electronically present the essential profiles and rates of their firm's timekeepers. Additionally, the platform supports effective collaboration on budgets for intricate matters, ensuring pre-agreed terms with corporate clients before engaging key legal professionals. Furthermore, it significantly expedites the payment process compared to traditional email or paper invoices by automatically processing any invoice format and including relevant documentation. Its comprehensive features make it an indispensable tool for modern legal practices.