Alternatives to Intapp Workspaces

Everlaw simplifies complex legal work for law firms, corporations, state, local, and federal agencies. Collaboration has never been easier. On one secure cloud platform, you can review documents, create case outlines, edit together, and even analyze transcripts. Don't let data consume you. Everlaw's advanced technology, which includes lightning-fast uploads, document review, and rapid searches, is powerful and easy to use. We are committed to our clients' success. We are committed to our clients' success, which is why we offer special features, onboarding and support at no additional cost. Everlaw security is available to all types of organizations and cases. Our security and compliance program includes data privacy, rigorous testing and granular permissions. Secure sharing and communication are all possible for our clients.

Juro’s intelligent contract automation platform enables your team to create, execute and manage contracts 10x faster than traditional tools. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Empower teams with self-serve for routine contracts. Flexible templates and workflows enable non-legal users to instantly initiate and manage contracts without legal input, freeing up time for high value work and increased productivity. Agree contracts 10x faster with powerful AI. Draft contracts instantly with secure guardrails, summarize legal text to ensure full understanding of agreements, and review contracts with guardrails to get to revenue faster. Get instant visibility into your contract data with Juro’s dynamic repository. Query your contract data in seconds, or create real-time, dynamic reports into your contracts. Automated key date reminders ensure that you will never miss a renewal again, saving your team on legal costs and mitigating risk. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times.

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.

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

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.

Enhance the way your partners and professionals document and submit comprehensive accounts of their time spent on various engagements. With Intapp Time, they can effortlessly reconstruct their daily activities, comply with client expectations, and reduce instances of missed or underreported efforts. This solution not only boosts accuracy and transparency but also elevates the experience for both clients and fee earners, opening up new avenues for increasing revenue. By decreasing the amount of data entry required from your partners and fee earners, you can generate additional income, enhance realization rates, and gain insights into actual costs. Furthermore, it facilitates improved client satisfaction with well-documented, client-ready time entries for billing purposes. Users can select from automated capture, timers, or direct entries, all accessible on desktop or mobile devices. The platform also allows for the review and resolution of unreleased or missing time entries, while minimizing redundant entries and pre-billing adjustments through standardized team narratives. Additionally, by implementing Intapp Terms, you can prevent future complications by adhering to firm and client requirements efficiently. In doing so, your firm sets the stage for a more streamlined workflow that ultimately benefits everyone involved.

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.

Tempello is a cutting-edge productivity platform driven by AI, specifically crafted to streamline email-based time tracking for law firms, and it integrates effortlessly with platforms like Clio, Microsoft 365, and Google Workspace. By automatically identifying client emails, associating them with the appropriate matter, archiving the email content in Clio, and creating time entries based on the firm's standard billing increment, Tempello removes the burden of manual logging, thus providing precise and efficient billing while maintaining workflow continuity. This innovative automation enables firms to reclaim previously unrecorded billable hours, with many reporting an increase of 3–5 additional billable hours per attorney each week. Offering a straightforward flat-rate pricing of $0.39 for each matched email, Tempello ensures predictable expenses while maintaining enterprise-grade encryption to meet the stringent compliance requirements of the legal sector. Since its introduction in 2024, Tempello has successfully processed over 2.3 million legal emails, resulting in substantial overhead savings for firms, which can then be redirected toward enhancing client service and operational efficiency. The platform not only boosts productivity but also empowers firms to focus on their core legal work with confidence.

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

We offer hosting and specialized assistance tailored for your legal software and practice management needs. Our services include complete data encryption, support for multi-factor authentication, and the use of redundant data centers. Choose between user-friendly cloud storage solutions or advanced Document Management software. Your team can collaborate in a secure virtual desktop environment, ensuring everyone has a unified cloud workspace with easy access to legal applications, documents, and emails. Uptime Practice comes equipped with the latest Microsoft Office suite for your entire staff, along with a reliable business-grade Exchange Email service. Experience secure and accessible cloud storage designed for your entire firm, enabling you to retrieve firm and client documents from anywhere. The Uptime Practice plan will be meticulously tailored and optimized to host the essential software you depend on, while we take care of all the necessary support and manage updates for your law firm’s software needs. With our comprehensive services, your firm can focus on delivering exceptional legal services without the worry of technical issues.

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.

Immediation is an all-encompassing online platform for dispute resolution that aims to make mediation, arbitration, adjudication, and automated negotiation more efficient and straightforward. Specifically designed for legal practitioners such as mediators, arbitrators, and law firms, it provides an array of over 30 specialized tools that promote secure and user-friendly conflict resolution. Noteworthy features include automated intake forms, customizable workflows, management tools for cases and panels, and financial solutions for invoicing and payments, all accessible through a secure client portal. The platform also enables smooth video conferencing, live transcription, the management of exhibits, and document sharing, creating a complete digital ecosystem for all participants. Furthermore, Immediation holds an ISO27001 certification, reflecting its commitment to security and compliance, and it seamlessly integrates with services like Microsoft Teams and Clio, thereby enhancing its overall utility. This integration allows users to maximize their productivity while navigating the complexities of dispute resolution in a modern, digital landscape.

Intapp Walls enables your organization to effectively oversee, protect, and implement access restrictions to confidential and sensitive data across all systems from one central hub, ensuring that user productivity remains unaffected. It provides comprehensive traceability for wall management, monitoring access, and identifying any attempted breaches. The system maintains the confidentiality of all sensitive client information while adapting to policy and procedural updates from a single location. It secures and manages the safeguarding of sensitive data within the firm’s infrastructure. Additionally, it upholds ethical wall maintenance and compliance with policies through user acknowledgments and dynamically updated access rights. Unauthorized changes are automatically rectified, and proper access is ensured through integrated monitoring and detection mechanisms. Users are kept informed about updates to ethical walls, internal team changes, and acknowledgments via scheduled, on-demand, and event-triggered notifications, ensuring transparency and accountability throughout the organization. With these capabilities, Intapp Walls not only enhances security but also fosters a culture of compliance and awareness among team members.

Equinox Law Firm, developed by Questel, is an all-in-one trademark management solution tailored for law firms and intellectual property professionals, enabling them to navigate the intricate landscape of trademark portfolios with ease. This powerful software consolidates all activities related to trademarks, equipping users with advanced features for case management, docketing, and deadline monitoring while adhering to international IP standards. With Equinox Law Firm, firms can effortlessly oversee client portfolios, keep track of application progress, and stay informed about important deadlines through user-friendly dashboards and automated alerts, which significantly mitigate the likelihood of expensive mistakes. Additionally, the platform fosters real-time collaboration, facilitating effective coordination among team members, sharing of updates, and equitable distribution of tasks. The inclusion of customizable workflows, detailed client reporting, and data visualization capabilities further promotes clarity and enhances communication with clients, ultimately driving greater efficiency in trademark management. Overall, this software solution represents a significant advancement for legal professionals seeking to optimize their trademark management processes.

IntelliPad, developed by Versys Software, serves as a comprehensive solution for automating legal marketing specifically tailored for law firms and various professional organizations that require sophisticated management of client contacts. The user experience of IntelliPad is seamlessly integrated within a standard Microsoft Outlook interface, enhancing usability while incorporating additional data fields to enrich client insights. As a robust marketing platform, IntelliPad CRM is filled with features and undergoes regular updates to remain cutting-edge. Visit the official website to view extensive product details along with screenshots showcasing its essential functionalities. By utilizing IntelliPad, legal firms can achieve their marketing and relationship management objectives without facing unnecessary complexities. This tool enables attorneys to access the most up-to-date and pertinent relationship data on their mobile or desktop devices, ensuring they have the information they need as soon as it becomes available. With IntelliPad, law firms can significantly enhance their client interactions and marketing efforts, ultimately leading to stronger professional relationships.

Tome specializes in providing knowledge of essential commercial terms for startups, investors, and small enterprises. As the pioneering AI-driven law firm, Tome is dedicated to delivering legal advice that is not only quick but also clear and dependable. With our expert-driven guidance, you can avoid long wait times for assistance. By utilizing AI to enhance legal analysis, Tome allows professional attorneys to customize their advice specifically for your needs. This unique combination ensures you receive comprehensive support. Our extensive database encompasses a vast array of common contract terms, precedents, and market practices, making it the most thorough in the industry. You can create personalized playbooks with handpicked options to facilitate informed strategic choices. Additionally, our robust security measures and AI governance ensure your data remains protected and easily accessible in your Tome Vault. Monitor all of your signed agreements and analyze how your terms evolve over time. Enhance your existing tools and legal team with round-the-clock access to a dedicated group of contract professionals. Tome's services cater effectively to a wide range of users, from solo entrepreneurs to teams of fifty in legal departments. Our platform supports collaboration through various channels, including email, Slack, and our integrated contract API, ensuring you have the flexibility to work in your preferred environment.

The intricacies of the legal framework can be daunting. Our tailored management solutions for law firms empower them to effectively address the challenges that arise from evolving operational patterns. By implementing our comprehensive law firm solution, which includes full accounting integration, firms can efficiently manage clients and cases. Our skilled developers design solutions specifically for attorneys and lawyers, taking into account the unique needs of legal practices while incorporating cutting-edge advancements within a unified system. Streamline administrative tasks, enhance your workflows, and conserve time and resources with predefined matter components. Additionally, establish a specialized platform for clients to access case details and legal materials, while also enabling secure collaboration and sharing of critical documents and content within protected workspaces. This ensures that law firms can operate more smoothly and securely in the ever-changing legal landscape.

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.

TechnoMile's Contract Lifecycle Management (CLM) solution enables clients to efficiently monitor all contracts—spanning both governmental and commercial agreements—on a unified, secure cloud platform that enhances collaboration and information-sharing among teams while providing a comprehensive perspective of their operations. Our AI-driven CLM for government contractors optimizes the entire contract lifecycle, from inception to completion, for prime contracts, subcontracts, and commercial transactions, automating workflows to boost efficiency and reduce costs, thereby allowing contracts professionals to focus on compliance and risk management. Additionally, our CLM features a customizable clause library that is pre-loaded with federal regulatory clauses, including FAR/DFARS and agency supplements, making it easy to track, categorize by agency or department, and designate both mandatory and flow-down clauses, which streamlines the contract creation process. This ensures that clients are equipped with the tools necessary to navigate complex regulatory environments while maintaining clarity and control over their contractual obligations.

ADR Notable serves as an all-encompassing cloud-based platform for case and practice management specifically designed for professionals in the field of alternative dispute resolution, such as mediators, arbitrators, case managers, and related firms. The platform features an array of tools aimed at simplifying administrative duties and boosting efficiency throughout the dispute resolution journey. Among its standout capabilities is the patented Noteboard, which allows users to effectively organize notes and proposals, along with integrated scheduling powered by CalendarHero, automated conflict checks, customizable document creation and storage, and secure digital signature solutions through airSlate. Additionally, users benefit from comprehensive billing and invoicing options, customer relationship management (CRM) features, and detailed reporting tools. Compatibility with both Office 365 and Google Workspace ensures that ADR Notable can easily integrate into established workflows. This platform is adaptable across multiple areas, including family mediation, workplace dispute resolution, court systems, and governmental entities. By offering an extensive range of functionalities, ADR Notable significantly enhances the effectiveness and productivity of professionals in alternative dispute resolution.

Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.

Leya serves as an AI-driven workspace tailored for law firms and legal practitioners, with the goal of automating tedious tasks while offering seamless access to a variety of legal resources and internal information within a unified platform. Users can extract organized data from multiple documents at once, receive immediate answers to their inquiries with relevant citations highlighted, and interact with legal sources and documents from their Document Management Systems (DMS) via a single interface. By bringing forward past projects, policies, and templates, Leya streamlines legal operations, empowering professionals to conduct in-depth research, proofread more effectively, and take into account additional variables, which ultimately boosts productivity and allows for a greater focus on delivering value to clients. Furthermore, the platform prioritizes user privacy, ensuring compliance with GDPR and certification under ISO 27001:2022 and SOC 2 Type I & II, thus meeting the highest security standards. This commitment to security makes Leya a reliable choice for legal professionals looking to enhance their workflow.

SpotDraft is an end to-end contract automation platform that allows organizations to seamlessly draft, review, and manage contracts. SpotDraft is helping modern legal teams to cut down on their contract turnaround times by as much as 90%. SpotDraft allows business teams to automate multiple tedious processes throughout a contract lifecycle, allowing them to focus on what really matters: growing their business. SpotDraft is creating revolutionary tools that help businesses make their contracts "come alive" and reduce the hassle of managing paperwork. Contracts are the foundation of some of the most important business relationships. Businesses spend hours drafting and negotiating contracts and chasing reminders and invoices back and forth. SpotDraft's AI-powered platform allows customers to create and sign contracts and send reminders automatically. SpotDraft can help you make your business run on autopilot.

Casedoc is an innovative cloud-based system for managing court cases, aimed at enhancing judicial efficiency through automation, teamwork, and robust data security. Leveraging the capabilities of Microsoft Azure, it provides customizable workflows for initiating, processing, approving, and appealing cases, which significantly boosts efficiency in various court operations. It incorporates role-based access control, maintains comprehensive audit trails, and adheres to ISO 27001 standards to ensure that data security and transparency are prioritized. The e-Filing Portal streamlines the process of document submission, allowing users to submit files securely online while receiving real-time updates and maintaining accountability through traceable actions. Furthermore, the Virtual Hearing feature, integrated with Microsoft Teams, transforms conventional meetings into compliant virtual court sessions by offering tools for scheduling, managing evidence, and controlling participant access, all within a single platform. This system is specifically designed to cater to the needs of general jurisdiction courts, mediation and arbitration bodies, tribunals, and investigative agencies, making it a versatile solution for various legal environments. Ultimately, Casedoc strives to redefine how judicial processes are managed, ensuring a more efficient and accessible court experience for all users involved.

Discover how any small legal practice can create a tailored, comprehensive legal solution that integrates flawlessly with their website. With 70% of individuals now favoring online services, consumers have shifted to a digital-first mindset when seeking legal assistance. To align with client needs, leverage advancing technology, and foster growth that is both scalable and sustainable, owners of small law firms must accelerate their digital transformation initiatives. Become part of a community of law firm owners who have revolutionized their service promotion and delivery, benefiting from an enhanced business model that supports rapid and sustainable growth while increasing revenue and profits. By digitizing your firm’s intellectual property, you can provide innovative legal solutions online, unlocking numerous advantages. Attract a wider client base effectively, manage an unlimited number of client cases, and enhance operational efficiencies. Furthermore, create unlimited passive income opportunities and minimize the chances of human error, all while positioning your firm for long-term success in an increasingly competitive landscape.

Global leader in contract creation and end to end contract lifecycle management (CLM), solution. AI-driven tooling and contract administration for all types of contracts, simple and complex, available. It is easy to use, no code, and fast implementation. Weagree is used by major multinational law firms and law firms to create, negotiate, and collaborate on contracts. It helps to accelerate contracting and minimize risk, transform contracts into operational business intelligence drivers, and accelerates contracting. It provides an end-to-end contracting platform that includes contract automation, contract management, project management and contract approval workflows. Weagree offers user-based licenses. The Weagree Wizard is security-oriented. It has advanced API options, authentication technologies, and semi-automated tooling for migration of existing CLM and entity management.

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.

Your team dedicates immense effort to resolve conflicts, register and manage new matters, all while ensuring adherence to regulatory compliance. Enhance their capabilities with an all-encompassing tool designed to boost their effectiveness and efficiency. By streamlining and standardizing your manual processes for onboarding new business, a versatile workflow engine can be utilized. The implementation of intelligent workflows simplifies compliance with AML and KYC regulations, making the process smoother. Speed up decision-making for new business by generating high-quality, centralized intake data, eliminating the need for cumbersome paper files and tedious review procedures. With a robust form builder, reporting tools, alert triggers, and capabilities for tracking the lifecycle of matters, you can integrate and scale essential policies seamlessly. A conflict management tool should align with your team's working style. Timely evaluations of your firm's potential business relationships demand flexibility and sophisticated analysis. Our Upfront solution delivers thorough due diligence equipped with intelligent filters, allowing for more informed decision-making. Ultimately, this approach not only enhances efficiency but also fosters a culture of informed and responsive business practices.

Bunch provides a comprehensive platform that allows top investors, funds, and founders to conduct transactions and operate securely and efficiently. You can utilize our network of partners or connect with your chosen law firm to facilitate the digital establishment of your entity. Enable your investors to subscribe to your fund online, complete with integrated Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures, as well as electronic signatures for convenience. Our Alternative Investment Fund Manager (AIFM) services help simplify regulatory challenges within your processes. Take advantage of our partners to obtain domiciliation in preferred jurisdictions tailored to your needs. Eliminate the hassle of manual bookkeeping with our automated fund accounting solutions for your funds and Special Purpose Vehicles (SPVs). Generate personalized performance reports and capital accounts to keep your investors informed and engaged. Maintain a proactive approach to your investments, allowing for well-informed decision-making at every turn. Ensure your Limited Partners (LPs) are satisfied by offering a streamlined process and a modern digital experience. Governance voting can be executed directly on the platform, with the ability to securely track outcomes backed by audit logs for transparency and accountability. In addition, our platform fosters a collaborative environment where all stakeholders can access essential information seamlessly.

Harvey.ai presents a dedicated AI platform specifically designed for law firms and other professional service organizations. The platform encompasses features such as AI-driven assistants, knowledge management systems, document evaluation tools, and automation of workflows, all aimed at simplifying intricate processes. Its generative AI functions empower legal practitioners to rapidly create superior quality outputs, perform thorough research, and foster collaboration among diverse teams. Additionally, Harvey.ai prioritizes the secure and compliant management of confidential data, providing strong safeguards while simultaneously boosting the effectiveness and productivity of legal teams. By integrating these advanced technologies, it positions law firms to thrive in an increasingly competitive landscape.

Transform your matter management by utilizing organized files, integrated SMS for clients, and a dedicated client portal. Maintain focus with seamless task management, allowing you to assign tasks anytime or design personalized task flows. An integrated calendar, along with automatic notifications and conflict alerts, ensures your firm remains efficient. The embedded analytics enable you to monitor payments, billable hours, deadlines, campaigns, and overall productivity. Enhance your intake process and automate follow-ups to save valuable time, nurture your professional relationships, and elevate the client experience. Our platform is fully responsive on mobile devices, empowering clients to manage their affairs while on the move. We adhere to the KISS principle (Keeping It Simple & Satisfying) for a user-friendly experience. You can begin right away, eliminating the need for extensive training and avoiding complicated workflows. Boost team productivity by collaborating effortlessly on tasks, events, documents, and matters, fostering a more connected and efficient work environment. Ultimately, this streamlined approach not only enhances workflow but also leads to greater satisfaction for both your team and clients.

Cutting expenses, shortening review durations, and streamlining the eDiscovery process are essential goals for many organizations. Venio Systems offers eDiscovery solutions designed to help teams overcome common challenges associated with eDiscovery. Achieve a remarkable tenfold increase in efficiency through a single platform. Utilize automation and artificial intelligence (AI) to lessen the burden of manual tasks. This intuitive and budget-friendly software revolutionizes the eDiscovery experience, making it more efficient. Businesses, service providers, law firms, and government entities can all enhance their workflows by employing targeted technology. Take control of your eDiscovery efforts with a platform that incorporates established best practices and automation, facilitating easier implementation and minimizing the risk of data overload. Handle intricate investigations with a cohesive solution that guarantees precision and uniformity. Increase your market presence while decreasing costs thanks to the industry’s highest throughput, which exceeds 10TB per day. Rapidly discover critical evidence and implement a tiered review process to manage high volumes effectively. Ultimately, Venio Systems empowers teams to optimize their eDiscovery processes and achieve more effective outcomes.

Junto serves as a cost-effective and robust alternative to pricey E-discovery solutions. This cutting-edge web application caters to professionals in law, business, and government by offering a user-friendly and budget-friendly option for the secure review, search, and organization of extensive discovery data. Being a cloud-based platform, it allows users to access information from any location around the globe. Additionally, Junto's user-friendly interface significantly reduces the time spent navigating the system and enhances team collaboration effortlessly. Explore Junto now and begin transforming your data into impactful outcomes. Developed and maintained by Cornerstone Discovery, Junto is a proprietary E-discovery web application tailored to assist paralegals, solo attorneys, law firms, investigators, and lead counsel in the processing, reviewing, analyzing, and producing of large volumes of discovery data. This highly efficient web application is designed to boost your productivity and streamline your workflow. With Junto, you can harness the power of technology to improve your legal processes.

Maintain oversight of your expenditures and collaborate more efficiently with external legal counsel through our comprehensive legal spend management platform. Elevate the visibility of your legal matters, boost productivity, and enhance reporting capabilities with our cutting-edge, centralized hub designed for all your legal activities. Decrease your expenses with outside counsel and make more informed decisions regarding resources. Achieve transparency in external costs with automated dashboards and comprehensive reporting features. Allow your team to focus more on legal work by minimizing administrative burdens. Utilize user-friendly technology to enhance matter visibility and maintain control over processes. Save valuable time with a centralized matter space that is accessible anytime and anywhere. Streamline administrative tasks to foster improved team productivity and engagement without needing IT assistance. Experience a smooth transition with seamless data migration and efficient law firm onboarding. Take advantage of OpenAPI integrations that connect with a variety of systems, including intellectual property, content management, claims, and legal hold solutions. Benefit from intuitive online tutorials to support your team. Additionally, our data centers are ISO 27001 and ISO 9001 certified, ensuring top-notch security and quality standards. With these features, you can confidently manage your legal operations while focusing on what truly matters.

The Information Governance Suite is a collection of products that help organizations better discover, categorize and enhance their information assets, regardless of which system they are managed. The suite includes: -.discover which connects with information systems to index and categorize structured and unstructured information assets –.policy which allows organizations create full lifecycle policies to preserve and dispose of information - preservation and disposal near the end of an asset's lifecycle -.preserve which allows organizations to retain and dispose digital assets near the end - process which automates content-related actions such as content categorization to help record teams deal with increasing workload.

Veritext stands out as a premier provider of deposition and litigation support services, delivering a wide array of solutions tailored for law firms, corporations, and government agencies throughout North America. Their offerings encompass court reporting, legal videography, management of exhibits, real-time transcription, and secure remote proceedings. Clients can effortlessly schedule depositions, retrieve transcripts and exhibits, and engage in remote sessions through the user-friendly MyVeritext portal. The Advanced Case Exhibits (ACE) technology from Veritext enhances the efficiency of exhibit management, while their unwavering dedication to data security guarantees adherence to HIPAA, PII, and SSAE 16 standards. Boasting a network of over 130 offices staffed by a team of experienced professionals, Veritext is well-prepared to manage intricate, multi-party cases and provide assistance in arbitration, bankruptcy, and other specialized legal situations. Their innovative approach not only streamlines processes but also fosters greater collaboration and communication among legal teams.

Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.

Enhance the security of your intellectual property data, refine your operational procedures, and safeguard your essential assets with The IP Management System. Its adaptable configuration allows you to tailor an experience that supports your team's ability to work both effectively and efficiently. By streamlining and automating your portfolio management tasks, you can allocate more time towards making informed strategic choices. Built-in data integrity mechanisms and IP regulations are designed to safeguard your information, mitigate risks, and ensure compliance with international laws. Facilitate timely connections among team members through personalized, collaborative workflows that cater specifically to your requirements. Achieve a more precise and focused view of your portfolio by modifying screen layouts, field values, labels, and user-specific searches. Alleviate administrative workloads with personalized rules and reminders, automatically generated documents, automated email communications, and timely workflow alerts. Ultimately, this system empowers your organization to not only protect its intellectual property but also to enhance overall productivity and efficiency.

Engineered to foster expansion and enhance profitability for both large and medium-sized law firms, 3E offers a highly customizable platform that boasts top-tier security, sophisticated analytics, and full mobility—addressing current demands while paving the way for future development. Law firms opt for this solution to elevate performance and integrate all essential facets of their operations. With 3E, your teams can efficiently streamline and automate numerous tasks, thereby enhancing operational productivity and delivering swift, proactive service to clients. Acquire the strategic insights necessary for making prompt and precise business choices—equipped with the adaptability and knowledge your firm requires to secure a competitive advantage now and in the years to come. Not only does it address present requirements, but it also facilitates future growth by optimizing the entirety of your accounting and financial reporting processes. Furthermore, it connects all dimensions of firm operations, offering immediate access to real-time data to effectively fulfill client demands and expectations.

Engineered to foster expansion and enhance profitability for both large and mid-sized law firms, 3E delivers an exceptionally adaptable platform characterized by top-tier security, sophisticated analytics, and comprehensive mobility—addressing current demands while laying the groundwork for future development. This solution is highly favored among law firms striving to elevate their performance and integrate all essential facets of their operations. With 3E, your teams can efficiently automate processes, boost operational productivity, and offer prompt, proactive service to clients. Gain the strategic insight necessary for making timely and precise business choices, equipped with the flexibility and understanding needed to secure a competitive advantage now and down the line. The ease of access to vital information and functions enhances law firm performance by minimizing the time required to accomplish critical business and operational tasks. By streamlining the entire spectrum of your accounting and financial reporting functions, you can meet present-day requirements while paving the way for future growth, ensuring your firm remains agile and responsive in an ever-evolving legal landscape. Moreover, the integration of cutting-edge technology within 3E ensures that your firm can adapt to emerging challenges and opportunities in the legal industry.

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.

Aderant Handshake simplifies data access at your firm by integrating with more than 40 business systems, reducing the hassle of navigating through various platforms for information. By providing both ready-to-use and tailored solutions, Handshake consolidates data into a single, user-friendly application that enhances collaboration and information sharing among team members. Users can access customized dashboards in their preferred environments, including the company intranet, SharePoint, Expert Assistant Professional, Microsoft Teams, and SharePoint Online, among others. This flexibility ensures that everyone can work in a way that suits their individual preferences and workflows. Ultimately, Aderant Handshake fosters a more efficient and cohesive work environment.

Other solutions for obtaining relationship data often necessitate complete data entry or data management, resulting in inconsistencies or missing information. Many alternatives require the purchase of several systems along with costly services for integration. In contrast, Nexl consolidates all necessary collaboration tools into a single platform. Effective teamwork is essential in today's work environment; without it, teams risk becoming isolated and misaligned. Collaboration forms the foundation of our approach. With Nexl, your relationship data challenges are addressed seamlessly. The platform automatically gathers all contacts and relationship insights for your organization. Additionally, our data enrichment feature provides access to information previously unavailable. You can categorize your contacts based on industry, job titles, locations, and even identify which firm members are acquainted with them, enhancing your networking capabilities significantly. This streamlined process allows for more effective relationship management.

Enhance productivity and streamline operations by automating everyday tasks and ensuring precision and uniformity throughout your organization with Access Legal's case management software. Foster a culture of teamwork, adaptability, and efficiency, with the assurance that your team can operate from any location while your solution remains secure and ready for future challenges. By implementing Access Legal's case management system, you can significantly boost your efficiency. Reduce administrative burdens and empower your attorneys to focus on their core competencies, ultimately leading to improved outcomes for cases. The system allows you to save time at every stage—from setting up client files and tracking case time to sharing documents with clients—thereby increasing your billable hours, enhancing value, and providing top-notch client service. Quickly initiate client and matter setups by easily importing client information, ensuring precise data entry without the need for repetitive input, and transforming the way your firm operates.

All employees can purchase requisitions. Visually configurable approval process. Requisition planning, procurement budgeting, and planning. In-app chat with supplier to confirm receipt of PO. Unprecedented 1-day learning curve Simple and intuitive interfaces that anyone can use - whether they are your supplier or employee - in minutes. No installation or server administration, mobile-friendly, ready-to-use, and constantly updated cloud solution. Maximum security with SSL traffic encryption and SSO authorization