Alternatives to Intapp Documents

Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

Contra is all you need to automate legal documents and manage them in one place. You can either create contracts from scratch or use configurable templates to automatically populate your contract. Negotiate and collaborate on legal documents in real time. Assign permission-based access to collaborators according to entity, department, and role. You can create an approved center or authority matrix that will allow you to allocate who can approve contracts and view documents in any format. Integrate with DocuSign tools to create authentic Electronic Signatures. This will save you a lot of time and effort. Keep track of important responsibilities like renewals, notice periods, and automatic increases. Also, ensure that the right people get notified at the right moment. All documents and contracts should be stored in a central repository that can be searched. You can access them securely from anywhere.

The Matter Center for Office 365 was developed by Microsoft’s Corporate, External, and Legal Affairs (CELA) group in collaboration with the Office extensibility team, serving as a document management and collaboration tool that utilizes the Office app development model, Azure, and SharePoint. This innovative solution leverages the robust enterprise content management features offered by the SharePoint platform while also providing additional functionalities through various Add-ins in applications like Outlook and Office (such as Word and PowerPoint). By harnessing these capabilities, Matter Center enables users to efficiently create, locate, and store documents related to specific projects or matter sites. Furthermore, the platform benefits from the high-performance, enterprise-grade cloud infrastructure provided by Office 365 and Azure, enhancing its overall effectiveness and reliability. Ultimately, this integration facilitates a seamless workflow for legal professionals and teams managing complex documentation.

Epona365 is your comprehensive answer for managing documents and emails effectively. Built on the robust platforms of Microsoft 365 and SharePoint, it is specifically designed for the needs of legal professionals and in-house counsel. With Epona365, you can collaborate effortlessly and arrange vital information from virtually any device or location. This innovative solution consolidates your diverse data into a centralized hub that is easily accessible through Outlook or Teams. Ultimately, it enhances your daily processes for a smoother workflow, enabling you to leave behind disorder and embrace heightened productivity, while also empowering your team to work more cohesively and efficiently.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

Curo365 stands out as a top-tier Enterprise Practice Management solution by operating on the robust Microsoft Dynamics platform. Unlike conventional legal practice management tools, Curo365 integrates capabilities that typically require the use of several separate technologies. This innovative solution empowers law firms to utilize Microsoft’s identity-driven security, ensuring a safe and user-friendly space for managing files, communications, and various data types, while also offering extensive and intelligent defenses against sophisticated cyber threats. Microsoft invests a staggering $1 billion annually to safeguard its cloud infrastructure, which is the foundation where Curo365 securely stores and replicates data for redundancy and disaster recovery purposes. Moreover, Curo365 allows law firms to take full advantage of the Microsoft Office 365 Productivity Suite—including applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—enabling attorneys and their teams to work seamlessly from any location and on any device. The integration of these powerful tools ultimately enhances collaboration and efficiency within legal practices.

LexWorkplace offers a comprehensive cloud-based solution for managing documents and emails specifically designed for law firms with 5 to 100 users. Its features encompass compatibility with both Windows and Mac systems, full-text search capabilities, optical character recognition (OCR), version control, integration with Outlook, as well as document tagging and profiling. This innovative software elevates law firm document management by gathering all matter-related materials—such as documents, emails, videos, audio files, and notes—into a single, easily accessible platform. Users can efficiently manage different versions of documents and create tags for better organization, while the automatic OCR functionality allows for quick searching and retrieval of necessary documents. LexWorkplace stands out as a powerful document management system that retains the user-friendly advantages of cloud technology. Transitioning away from traditional Outlook folders or Practice Management software for matter-related emails becomes effortless, as important emails can be directly saved to their corresponding matters without leaving Outlook. Additionally, users can easily save attachments and index their documents for streamlined searching across the platform, ultimately enhancing productivity and efficiency in legal practice.

Businesses utilize Time Matters as a flexible tool that enhances communication, teamwork, workflow processes, and additional functions. Tailor your workflows, templates, forms, and documents to fit your specific needs. Streamline information sharing among employees through a centralized matter database. Quickly produce documents using Merge Templates, which also help minimize mistakes that come with manual generation. Keep an automated log of all case-related work to lower the chances of malpractice incidents. This comprehensive approach not only boosts efficiency but also contributes to overall organizational effectiveness.

FileHold, an enterprise-grade document management and workflow solution, is designed to help large organizations transition to a paperless workplace. FileHold can be deployed on-premises, in a secure public or private cloud and offers a range of features including document scanning, indexing. versioning, searching, document linking, as well as document indexing. FileHold is compatible with all browsers, has a rich desktop environment and is mobile-ready. Integration with MS Office, SharePoint Teams, Active Directory, and Teams is possible right out of the box. Fully documented API.

Capture emails and content, help people find the right content faster, work more productively, automate workflows and improve team collaboration. All this while protecting your SharePoint data. Our SharePoint solutions will streamline your business processes and SharePoint workflows, and meet your business requirements. Our SharePoint experts at Colligo have developed Microsoft 365 SharePoint solutions that will help organizations become more efficient. Colligo uses SharePoint web parts and custom solutions to help businesses improve SharePoint user experience, Microsoft 365 app functionality, and protect your SharePoint intranet data. Our content management, document management and email management tools allow organizations to simplify records management and compliance, and make the most of their SharePoint investment.

MetaJure provides invaluable support to numerous attorneys by enabling them to efficiently manage and swiftly locate essential documents whenever necessary. This is achieved by consolidating all documents within a firm, automating the arduous tasks associated with document management, and offering a user-friendly retrieval system that allows lawyers to focus on their legal practice. The platform automatically gathers and organizes both documents and emails without the need for any manual tagging or profiling. This means no more squandering time searching for files; instead, users can utilize our seamless keyword search to instantly access all documents within the firm. By tapping into the firm’s pre-existing work products, attorneys can gain a significant advantage over competitors who struggle with knowledge accessibility. Established by legal professionals, MetaJure was designed specifically to create technological solutions that enhance the productivity, quality, and efficiency of legal practitioners and their firms. With over two decades of experience in addressing the difficulties of eDiscovery and locating critical information, the founders of MetaJure are pioneers in the realm of legal technology and are committed to transforming the way lawyers work. Ultimately, MetaJure empowers firms to maximize their resources and streamline their operations, ensuring they remain competitive in an ever-evolving legal landscape.

Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.

Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user. The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software. Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online. Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.

Peppermint CX365, developed on the Microsoft Dynamics Industry Application Platform, offers a comprehensive array of legal service applications that cater to the needs of high-performing legal enterprises. It improves visibility and control while allowing for more efficient allocation and management of tasks. By creating streamlined processes, it enhances productivity and quickens legal workflows. The platform is designed to enrich client experiences, setting firms apart in a competitive landscape. Through a robust CRM, it helps identify, manage, and optimize growth opportunities for legal practices. Tailored specifically for the legal industry, it incorporates mobile functionality to foster user engagement and promote a customer-centric approach within the organization. It enables effective management of client relationships, bids, tenders, and marketing initiatives seamlessly. Furthermore, it includes extensive transaction and legal accounts capabilities to ensure smooth financial account management. Users benefit from detailed, customizable real-time reports and dashboards that provide profound insights into time and cost metrics, ultimately empowering firms to make informed strategic decisions for continuous improvement. With these tools, legal businesses can not only enhance their operational efficiency but also maintain a competitive edge in the industry.

Synergy Matters offers a user-friendly client management solution tailored specifically for law firms. This comprehensive product encompasses daily document management, disbursement posting, automatic capturing of print jobs, and integrated scanning with built-in OCR features. The data can be easily exported to your current accounting system, ensuring a straightforward and rapid implementation process. By utilizing a workflow designed for the legal industry, your firm's efficiency can see a significant boost with just a few clicks. Doc Reviews facilitates smooth collaboration on documents, allowing users to edit the current version while automatically saving the previous version for reference. Additionally, our PDF conversion feature enables users to convert individual Word documents into PDFs with a single click, or merge multiple documents into a single PDF effortlessly. With these capabilities, managing legal documents becomes not only efficient but also remarkably simple.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

Elevate your legal practice by adopting the most advanced and comprehensive software solution, propelling your firm into a new era of efficiency. Harness an all-in-one Matter Management tool that seamlessly integrates with automated workflows, ensuring that every detail related to a case is captured and stored in real-time. Enjoy the convenience of accessing extensive and current insights into your firm’s performance, accomplishments, and activities—all consolidated in a single dashboard. Experience improved efficiency through a fully integrated general and trust accounting system designed for simplicity, allowing you to focus on enhancing your profitability. Effortlessly navigate your law firm’s extensive knowledge base, enabling rapid and straightforward searches. With the ability to filter, categorize, and analyze your search results across multiple criteria, gaining insights has never been easier. Our personalized client onboarding process, initiated with a Needs Based Analysis, allows us to thoroughly understand your legal practice, ensuring we meet your specific needs effectively. Together, we can tailor solutions that align with your firm’s goals and drive long-term success.

Transform your concepts into tangible outcomes using Collavate, a reliable cloud-based platform designed for seamless collaboration and document review processes. You can create, edit, and draft your documents while easily sharing them with other teams for additional feedback. By tagging specific individuals, you can guarantee their valuable insights are included! All documents uploaded through Collavate are managed by the Document Manager, which oversees permissions for each submission. The design of the approval workflow is straightforward and user-friendly. Collavate is compatible with various devices, including web browsers, mobile phones, printed copies, and e-ink displays. Our aim is to enable approvers to concentrate more on the content of the documents rather than the logistics of accessing them. Tailored to your specific requirements, Collavate allows customization of the approval process to align with your team’s structure and workflows, ensuring optimal collaboration and oversight. With Collavate, your team can streamline their processes and enhance productivity.

Discover budget-friendly legal document automation software designed to reclaim precious time in your busy schedule. With the ability to reduce your legal drafting workload by 80%, you can effortlessly auto-fill court forms and transform your traditional Microsoft Word documents into user-friendly online templates. Research indicates that law firms allocate around 20% of their working hours to repetitive drafting tasks. By utilizing Lawyaw, you can generate multiple document sets at once, saving valuable time and minimizing the risk of errors. Our cloud-based platform allows you to efficiently search, select, and populate thousands of official state court and immigration forms without the need for software installation. Enhance your filing speed with our integrated federally compliant eSign tool, allowing you to complete your tasks even faster. Our objective is to enhance access to legal services through innovative technology solutions. At Lawyaw, our team is dedicated to creating affordable, no-code document automation tools that cater to solo practitioners, small firms, and mid-sized legal practices, facilitating improved information gathering and document assembly processes. By simplifying these tasks, we empower legal professionals to focus more on their clients and less on paperwork.

Intapp Workspaces revolutionizes Microsoft Teams by transforming it into a tailored platform for developing engagement workflows, generating comprehensive insights, and streamlining engagement lifecycle management. Enhance teamwork and connect remote teams seamlessly while ensuring your organization's security and compliance measures are automatically upheld. By alleviating professionals from the weight of administrative tasks, you allow them to concentrate on nurturing client relationships and collaborating effectively on engagement delivery. Foster immediate and effortless collaboration for new engagements, thereby enhancing the return on investment for your firm's Microsoft 365 usage and maximizing productivity. Maintain your organization’s security and governance protocols through automation, even amidst the swift rise in Microsoft Teams' utilization. Create, customize, and oversee workspaces specifically designed for managing engagements, and utilize automated reminders to ensure that workspace owners remain accountable for timely updates on lifecycle changes. This comprehensive approach not only boosts efficiency but also reinforces your firm's commitment to delivering high-quality service.

Discover the ultimate solution for managing your legal documents effortlessly. Requesting, crafting, negotiating, signing, and overseeing contracts has never been simpler or more efficient. Your team is entitled to a genuinely collaborative and smart contract management system. Juridoc empowers you to create, review, negotiate, sign, and securely store all your legal documents on one comprehensive digital platform, helping you save significant time and resources while ensuring compliance. Whether you start from scratch or utilize pre-existing templates, you can share drafts and work together with colleagues or legal professionals to ensure everything is accurate and organized. Foster trust with your partners and reach agreements more quickly through genuine real-time contract negotiations, eliminating the hassle of endless email exchanges and waiting on legal approvals. Enhance productivity and prevent contract holdups by taking advantage of eSignatures, which hold the same legal weight as traditional paper contracts without the need for printing. We offer flexible plans tailored for everyone, providing an intuitive solution suitable for small businesses as well as medium and larger firms, ensuring that all legal needs are met efficiently and effectively. By choosing Juridoc, you can transform your contract management process into a streamlined experience.

Digitize a variety of media, including documents, images, videos, and more, enabling the collection of nearly any format. Streamline document management from a centralized repository that offers customizable access and security features. By minimizing the proliferation of document duplicates across various systems, you can enhance both accuracy and version control. Encourage seamless document sharing throughout the organization to boost overall efficiency and productivity. Retrieve your files whenever and wherever you need them, using any device at your disposal. Benefit from integrated security measures, including granular controls, encryption, and various authentication methods. Conduct rapid searches of historical records with intricate queries to quickly locate the information you require. Manage everything from paper scans to digital files and video in one cohesive platform. Assign user access and document permissions based on tailored roles, ensuring a secure and efficient workflow. Whether for a single department or an entire enterprise, experience reliable performance in high-volume environments, ensuring that your document management needs are met effectively. This holistic approach not only secures your data but also enhances collaboration across teams.

Handling legal entities through outdated software and spreadsheets can be quite challenging. Discover why leading Fortune 1000 companies and AMLaw 100 law firms rely on Athennian for their global entity governance and compliance automation needs. With the integration of Athennian and iManage Cloud, the process of document maintenance and entity management is simplified, allowing seamless communication between tools in your everyday workflow. Enhance your daily operations with our cloud-based platform, ensuring that all transactions are well-organized so you can concentrate on boosting your revenue. By utilizing real-time access to consistent entity data, templates, minute books, and other essential resources, you can improve accuracy and manage a greater number of entities in less time. Additionally, cloud platforms are designed with stringent security measures, featuring servers and fail-safes that meet the highest industry standards. Athennian proudly holds SOC 2 Type II certification, assuring organizations throughout North America of its reliability and security. This commitment to excellence not only safeguards your data but also empowers your legal operations to operate more efficiently.

Enhance efficiency while reducing reliance on paper by utilizing Attaché Docs, which assists businesses in transitioning to a digital environment by transforming traditional paperwork into electronic formats. You can effortlessly design tailored forms using automation features and productivity tools, and visualize the aggregated information through a versatile dashboard. With an easy-to-use drag-and-drop interface, you can create both simple and complex forms in mere minutes, significantly enhancing the user experience. The process of going paperless has never been more straightforward, as automated workflows allow for seamless routing of submitted data to the appropriate personnel and departments, thereby boosting overall productivity. Gain valuable insights with a responsive dashboard that provides real-time updates and analytics, enabling you to monitor your organization’s performance effectively. Attaché Docs incorporates a systematic recording and tagging mechanism that simplifies document organization. You can generate personalized reports and utilize a customizable search feature for faster file retrieval. Additionally, it ensures compliance with privacy regulations while safeguarding your data against digital threats through comprehensive end-to-end security and encryption measures. By adopting Attaché Docs, you not only streamline operations but also foster a more sustainable approach to business management.

RBRO Solutions iManage provides the ability to create, oversee, and collaborate on documents and emails from any location and device. Designed specifically for professionals, iManage is utilized worldwide by more users than any other work product management system available today. With a mobile-first design, it offers a uniform experience whether you're using a phone, tablet, or desktop, ensuring familiarity with its interface akin to popular Internet applications. Its advanced search functionalities harness AI technology to enhance the utility of your data, while seamless, secure file sharing and collaboration features help optimize interactions with both internal and external partners, making workflows more efficient and productive. Overall, iManage stands out as a comprehensive solution tailored for the modern professional's needs.

Workstorm serves as an enterprise collaboration solution designed to enhance team productivity by enabling them to accomplish more in shorter timeframes. Developed by industry experts for their peers, this comprehensive and customizable platform integrates crucial collaboration features while ensuring robust data protection. It seamlessly incorporates various communication methods, such as messaging, email, video conferencing, calendar management, screen sharing, and file sharing, among others. While video conferencing is essential for remote team connectivity, maintaining high levels of productivity requires more than just visual interaction. Workstorm merges an extensive video conferencing system with essential collaboration tools, all within a singular, secure framework. It fosters connections with clients and colleagues who motivate and inspire you to excel in your work. By watching the video, you can discover how Workstorm simplifies and makes more cost-effective the management of your daily priorities. Moreover, it addresses the common issue of fragmented software tools that often consume valuable hours each week on trivial tasks, allowing teams to focus on what truly matters.

AODocs stands out as the sole document management solution specifically designed for Google Drive, empowering organizations to create robust and secure business applications without hindering collaboration or compromising user experience. Transition from conventional systems such as Documentum, OpenText, and FileNet to our adaptable SaaS platform, which minimizes both infrastructure and administrative expenses, accelerates implementation timelines, and dismantles information silos. Additionally, you can significantly decrease human errors through easily configurable (and modifiable!) business workflows that engage your employees, as well as your suppliers, clients, contractors, and partners. Harness the power of Google AI’s data extraction features to convert your unstructured content into structured data, unlocking fresh insights for your business. This innovative approach not only streamlines processes but also enhances overall efficiency and productivity.

Rally is an innovative legal solution designed for businesses and their legal representatives, bringing joy to the legal process. It allows you to automate tasks, collaborate effortlessly, sign documents, and stay organized, all while leveraging advanced document automation and CRM integrations to generate sales agreements and other legal paperwork with remarkable ease. You can effortlessly send documents for eSignatures, ensuring a seamless workflow. The platform features an automatically updated data room that helps maintain organization and eliminates the chaos that often accompanies due diligence processes with potential investors or buyers. With its powerful global search functionality, you can locate any document or information in just a matter of keystrokes, significantly reducing the time spent on emails and improving document version tracking. This secure, shared source of truth enables effective information sharing among team members. Additionally, our dedicated Customer Success team, extensive network of law firms, and active Slack community provide the support you need, making your experience even better. The user-friendly interface and convenient shortcuts transform legal work into a more enjoyable endeavor. Overall, Rally redefines the way businesses approach legal tasks, making them more efficient and less stressful.

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

Files42 provides an innovative software solution tailored specifically for legal professionals, enabling seamless management of archives, active casework, and secure information sharing with clients or external parties. Lawyers can now eliminate concerns about transmitting sensitive documents or accessing public WiFi networks without compromising data security. Furthermore, the burden of costly software licenses and extensive administrative duties is lifted, making way for a more efficient practice. With Files42’s mobile-optimized interface, you can easily review important documents en route to client meetings or share files from the comfort of your home, even if you left essential materials at your office. This platform empowers legal professionals to work flexibly from any location, with no need for specialized hardware, complex installations, or expensive training for staff. In just five minutes, Files42 can be fully set up and operational as a comprehensive practice management tool for your law firm, revolutionizing the way legal work is conducted. The ease of use and accessibility of Files42 ensures that you can focus on your clients rather than administrative hassles.

Overcome interruptions and enhance your workflow by drafting, reviewing, and researching using the most user-friendly legal solutions available. With seamless access to Lexis®, Practical Guidance®, and Lexis® Search Advantage directly in your document, you can leverage the esteemed Shepard’s® Citations Service as you compose, ensuring your citations are formatted correctly. Experience a remarkable 66% increase in citation checking efficiency. Start creating your documents confidently with the guidance of precedent language contributed by over 850 legal professionals, along with reliable proofreading resources. Tasks that once took considerable time can now be completed swiftly in mere seconds with the award-winning TOA builder. The Lexis for Microsoft Office tools provide direct access to extensive Lexis Advance® content, empowering you with advanced search filtering and organized work folders—alongside real-time insights and thorough analysis from skilled attorney-editors through the esteemed Shepard’s® Citations Service. This comprehensive suite not only streamlines your legal writing process but also enhances your overall productivity.

Legal Files is used every day by legal professionals to increase efficiency and improve workflow. Our software is a preferred choice for leading law firms, legal service clinics, insurance companies, universities, and corporate legal departments around the world.

Key metrics such as assets, both gross and net profit margins, and debt ratios are crucial for decision-makers and managing partners to consider. Additionally, practice leaders are able to monitor key performance indicators (KPIs) related to fee earners, staff utilization, and the performance of various work divisions. The matter management solution offers a comprehensive platform for handling cases, encompassing everything from legal document management to activity tracking, alongside specialized financial accounting tools tailored for law firms. Case documents and precedents transform into valuable knowledge management resources for the legal research team, bolstered by intuitive search capabilities and AI-driven recommendations. Furthermore, implementing legal workflow automation can streamline standard operating procedures (SOPs) across all law firm operations, including KYC, case management, and billing processes. Security features can be tailored to meet the specific needs of different practice departments. Clients can conveniently share documents and invoices through a secure legal client portal, which also allows them to upload case-related documents that lawyers can access as part of the case files. This integrated system not only enhances collaboration but also ensures that all stakeholders have easy access to crucial information throughout the legal process.

Selah Central® serves as the cornerstone for a sophisticated Practice Management Suite established on the Force.com platform, recognized as the leading SaaS provider over the past decade. This system allows users to view all data related to clients and matters in a consolidated format, facilitating greater engagement and enhancing overall productivity. Typically, Selah Central® is deployed initially, as it is responsible for generating essential prospect, client, and matter identifiers that all current and upcoming SaaS solutions rely on. Additionally, Selah Central® encompasses features such as conflict checking, streamlined workflows for new clients and matters, and provides single sign-on capabilities for integrated SaaS applications. It also acts as a comprehensive repository for Client and Contact information, enabling a centralized Firm Database that can be utilized for diverse purposes including mailings, conflict management, and case handling. Moreover, Selah Legal collaborates with firms to pinpoint the most economical SaaS solutions tailored to their needs, which also contribute to reducing IT infrastructure expenses. By leveraging the capabilities of Selah Central®, firms can optimize their operational efficiency and ensure seamless integration across their service offerings.

Eliminate unnecessary clutter from your inbox while enhancing collaboration, efficiency, and records management throughout your organization. Mail Envoy makes it easy to capture, categorize, organize, and retrieve email content seamlessly across Outlook, OneDrive, Teams, and the Microsoft 365 ecosystem. This email management tool for Outlook optimizes your knowledge management, record-keeping, and compliance efforts, allowing you to maximize your investment in Microsoft 365. Discover the remarkable features of Mail Envoy, your comprehensive solution for email productivity. With a modern user interface, you can enjoy a seamless experience with Microsoft Outlook while collaborating effortlessly within SharePoint and the Microsoft 365 suite. Mail Envoy is fully compatible with both web and mobile browsers, ensuring you remain productive wherever you are. Furthermore, the centralized deployment capabilities of Microsoft 365 allow you to work efficiently throughout the Outlook environment, fully integrating your workflow. This means that your email management can be as flexible and dynamic as your work life demands.

Law firms are facing heightened demands to ensure their communication with clients is secure, compliant, and efficient, revealing that traditional closing management methods fall short of these expectations. Our cost-effective cloud solution, designed by legal professionals, prioritizes compliance from the ground up, featuring a secure client portal alongside customizable best practice workflows tailored to specific legal fields. It offers powerful enterprise capabilities suitable for complex transactions like mergers and acquisitions or financial reorganizations, yet remains accessible for solo practitioners. The integrated portal facilitates communication between clients and external representatives, operating beyond standard email to guarantee secure and compliant interactions. Implementing the system is straightforward, allowing you to upload existing documents and tailor workflows to align with your specific practice area, ensuring a seamless transition and enhanced operational efficiency. This combination of flexibility and security positions our solution as an essential tool for modern legal practices.

Aderant's Forms Workflow solution allows you to access fillable Microsoft Word templates and our end-to-end litigation flow platform. This will help your law firm reduce risk, save money, build a stronger practice, and mitigate risk. You can auto-fill up 50 forms at once, and you can download and edit them right within Microsoft Word. Forms Workflow also allows you to search, download, edit, and save your forms.

Efficient Document Understanding from Day One. ThoughtTrace provides an exceptionally quick and user-friendly method for grasping the key elements within your documents. Our platform empowers individuals and organizations with vital insights necessary for enhancing outcomes, minimizing risks, and seizing new opportunities. Features of the Document Understanding Platform. The ThoughtTrace Document Understanding Platform boasts a leading-edge collection of integrated tools that seamlessly deliver immediate access to essential insights from your documents. This capability allows businesses to uncover opportunities that drive informed decision-making and gain a competitive edge. Tailored Solutions for Various Industries. Unlike others, ThoughtTrace offers a Document Understanding Platform specifically designed for your sector that is operational from the very first day. We create targeted solutions rather than generic tool kits, addressing complex queries with remarkable speed. Advanced Document Management Solutions. This includes features such as Self-Organizing Document Management, Embedded Document OCR, and AI-driven Document Classification, ensuring a comprehensive approach to document handling. The integration of these features enhances the overall efficiency and effectiveness of document management in your organization.

Hanzo Ediscovery & Compliance solutions empower compliance and legal teams to make the most of unstructured data. Collect and archive dynamic websites and work apps such as Gsuite & Slack. We can preserve it for you if you can see it. Book a demo today! Hanzo is solving the biggest problem in above-board compliance today: contextual investigation, capture, preservation, and preservation dynamic web content. You can use one platform to get the tools you need for team messaging data, social media engagement and interactive web content capture and preservation. Then, you can reproduce it in a legally-defensible native format, for review and analysis. Hanzo is available to government agencies, top law firms, and enterprises around the world. Technology that compliance and ediscovery teams can rely on to handle tomorrow's most challenging data problems.

Zendoc is a new-generation document automation system that allows business teams to improve their workflow with actionable insights. Zendoc was founded by Laurent Lathieyre (a serial tech entrepreneur) and Olivier Colle (a senior software engineer, entrepreneur). Zendoc was founded by a group of tech veterans. It was accelerated by Techstars Seattle which is the world's leading platform for innovation and investment. Our mission is to make it easier for teams to find their documents, find the information they need quickly, and keep them on top of their obligations. Our friendly UX design, no code technology and popular integrations will empower your team to transform every document into actionable information. This will give you back control and visibility at all critical moments. Zendoc allows you to: Automatically retrieve and locate documents. Collaborate with your team members to manage, organize and view contracts. Connect to popular integrations

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.