Alternatives to Matters DM

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

Lexzur is a complete Legal Practice Management Solution that targets the entire market of lawyers, in law firms and within-house legal departments. One solution that allows law firms and other businesses in legal industry to manage legal matters and tasks, contracts deadlines, clients and documents, hearings and time logs, expense records, financial records and many more. Lexzur supports multiple languages & multiple currencies. It is available in the cloud, on-premises and as Private SaaS. Lexzur's mobile app for Android, iPhone, and Android allows teams to conduct client interactions, document management and billable hours tracking from anywhere. Push notifications and messaging tools are available in the mobile app to keep users connected. Lexzur is a one-stop solution that replaces all tools for legal professionals. It is modular, easy-to-use, and addresses the entire market with clients in 67+ nations of all sizes.

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

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.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

PerfectLaw® delivers a comprehensive practice management platform designed specifically for law firms. By combining case management, time tracking, billing, accounting, and document handling into one unified database, it eliminates the need for separate systems. The solution can be deployed either on-premises or in the cloud, and also offers a secure, browser-based interface for access from any location. Core capabilities include matter management, automated time and billing, workflow streamlining, and mobile connectivity—helping attorneys and staff maximize efficiency. Firms benefit from quicker billing cycles, improved cash flow, and a clear return on investment. With native integration at its core, PerfectLaw ensures dependable performance, scalability, and proven outcomes.

8am MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.

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.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

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.

MatterSuite's Enterprise Legal Management solution (ELM) is a complete suite that allows in-house legal departments to manage daily operations to improve efficiency and reduce costs. MatterSuite ELM software features include client portal, document management and calendaring. It provides a central hub for legal information and automates firm processes.

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.

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.

At JurisDOC, we understand the essential functions that automated legal document software must perform to support law firms effectively. Our platform offers an extensive range of forms and pleadings that encompasses over ten vital areas of law, such as divorce, adoption, criminal defense, and trusts and wills, which are fundamental to the operations of most solo practitioners and small law firms. We firmly believe that our automated legal form and document assembly software can enhance your practice's efficiency and profitability, although we encourage you to assess its value for yourself. Designed by lawyers with the needs of their peers in mind, our software enables you to gather, modify, or incorporate all necessary legal documents required to progress with your cases seamlessly. Additionally, our thorough tutorials provide guidance on everything from initiating case creation to refining document editing, ensuring you can maximize the software’s potential to benefit your practice. By choosing JurisDOC, you're not only investing in a tool but also in the future success of your legal practice.

The JAX platform from Junior Associate is an advanced AI-enhanced suite crafted to support law firms and legal practitioners through four distinct modules: insights, documents, operations, and litigation, all designed to simplify intricate legal processes without introducing additional technical challenges. The Insights Hub employs probabilistic models and natural language processing to predict counterarguments, refine legal strategies, simulate possible settlement scenarios, and improve negotiation approaches. Meanwhile, the Documents Hub streamlines the drafting of contracts, briefs, and memos through template-based automation, identifies and highlights inconsistencies in uploaded documents, and maintains a searchable, centralized repository for legal files. The Operations Hub facilitates the automation of everyday tasks, enhances scheduling and time management, monitors the progress of matters in real-time, and sends automated reminders to ensure compliance with deadlines. Lastly, the Litigation Hub provides AI-driven mock trials, simulations for cross-examinations and witness preparations, along with refined analysis for jury selection, thereby improving the overall quality of legal proceedings. With these innovative tools, legal professionals can focus on strategic decision-making rather than getting bogged down by administrative details.

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.

GrowPath, a cloud-based software for managing law practice management, is available. It combines client intake, case management, document management, business analytics, and document management into one platform. GrowPath assists law firms to process matters in a scalable and efficient manner to maximize revenue and increase opportunities. GrowPath was launched in 2017 as a SaaS offering. GrowPath was developed by the Law Offices of James Scott Farrin. They are one of the most prominent plaintiffs' firms in Southeast. GrowPath was built, upgraded and leveraged by the Farrin company for financial and logistical success. GrowPath has 18 patents relating to its legal technology. These include an automated lead scoring tool that helps identify high value intakes. Buzzwords is another popular patent. Buzzwords is a tool that aids staff in the client intake process by providing prompts for possible derivative cases.

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.

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.

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.

We begin our collaboration the moment you encounter a legal challenge and remain by your side until it is resolved. With just one login, you can access the entire platform, streamlining your processes and reducing expenses. Our comprehensive legal software solution encompasses everything from budgeting and legal holds to strategy and reviews, ensuring that all your needs are met in one place. Communication and collaboration between inside and outside counsel occur seamlessly throughout a case, allowing for effective teamwork. Legal departments benefit from enhanced visibility into all cases and their associated budgets. Our software is adaptable, catering to the needs of both small litigation firms and large Fortune 500 companies. By utilizing a single solution for all your legal requirements, you can avoid the costs associated with using multiple tools and minimize the risk of data loss, ultimately leading to significant savings. This approach not only helps you save time and money but also reduces overall legal expenses. Your executive team will appreciate the efficiency brought about by this system. Furthermore, it provides clarity and predictability regarding case details and strategies, whether for a single matter or across multiple cases.

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.

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.

OneAdvanced Legal delivers an integrated legal software solution built specifically for UK and Irish law firms. It provides a cost-effective, cloud-based portfolio that simplifies practice management while enhancing productivity. Firms can manage cases, finances, compliance, and documents from a single, unified platform. The software is trusted by the majority of the UK’s top law firms, reflecting its reliability and sector expertise. OneAdvanced Legal embeds compliance and security into everyday workflows, helping firms manage risk with confidence. Optional AI capabilities enable smarter automation while maintaining strict data governance. Role-based tools support everyone in the firm, from partners and fee earners to finance, compliance, and IT teams. The platform enables flexible working with secure access from any device. UK-hosted infrastructure and local support ensure safety, performance, and trust. OneAdvanced Legal empowers firms to grow, adapt, and deliver better client outcomes.

Experience firsthand how effortlessly you can link your calendar to client cases and documents, monitor deadlines, and streamline billing processes from a unified dashboard, all while seamlessly connecting with your favorite applications. With just a glance from your desktop, you can access vital elements of your firm such as Calendar, Email, Tasks, Time and Billing, and Matter Management with ease. The Amicus Cloud calendar offers an all-encompassing solution for legal scheduling and task oversight, complete with workflow notifications whether you're in the office or away. Thanks to the new Abacus Court Rules (ACR) integration, you can automatically set court deadlines, providing you with peace of mind. The ACR is consistently refreshed with the latest Federal, State, and Local Rules, ensuring that you remain focused and well-informed throughout every stage of the case. Client matters serve as the foundational elements of your practice, as each file you open represents a unique case. Everything you undertake, including billing, is intricately tied to these critical files, emphasizing their importance in your daily operations.

Created by experts in the legal field, Blink Legal operates in alignment with your workflow. It combines the advantages of traditional paper litigation files with a contemporary electronic case management system. In doing so, Blink Legal has transformed how digital document management functions within the legal sector. The platform interfaces seamlessly with all federal courts and various state courts, automatically retrieving, categorizing, and organizing files while keeping the case team updated with proactive notifications. Whether you're pulling a single document or an extensive array of docket entries, our automated system efficiently manages the entire process. Files are arranged according to your working style rather than a generic, chronologically generated system. Pleadings are organized by their filing date, while discovery documents and correspondence are sorted by their service date. Everything is entirely searchable, presenting results that provide single-click access to all associated documents. Blink Legal stands out as a modern and innovative alternative to the conventional document management systems that often fail to meet the unique requirements of law firms, ensuring a tailored experience for users. With its user-centric design, Blink Legal not only enhances productivity but also streamlines communication among team members, fostering a more collaborative legal practice.

Legal Suite provides solutions for corporate legal departments and law firms. Legal Suite is part of the Septeo Group which is a major player in technology serving lawyers, real estate managers and IT departments. Septeo's expertise can be found all over the globe to 120,000 users. No more playing hide-and-seek with your documents and emails Turn your paper into data by scanning all documents, so they are searchable and findable. Get a 360-degree view of all interactions with a client in one place to respond quickly to every request. Automate document naming for consistency. Have you noticed if ten different people name their documents, it might result in ten different document names? (Unless, of course, you are a machine). Our software creates consistent names so everything is easier to find. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Securely chat

WakiliCMS serves as a complete law firm management solution tailored for medium to large legal practices. It encompasses everything necessary for operating a law firm, including client onboarding, billing, and payment processing, while providing robust features for handling client information, files, requisitions, documentation, invoices, schedules, financial oversight, and human resources. There's no need for QuickBooks, as WakiliCMS simplifies the legal management process in a user-friendly interface. This software is designed specifically for today's law firms, ensuring that all essential functions, from client registration to comprehensive reporting, are seamlessly integrated. With WakiliCMS, law firms can efficiently manage their operations without the hassle of juggling multiple tools.

PracticeMaster, developed by Tabs3, is a powerful practice management solution tailored specifically for law firms and legal practitioners. It streamlines the organization of case files, client details, and contact information, making it simple for legal teams to access essential documents swiftly, which ultimately enhances productivity and conserves time. Additionally, the software features a comprehensive calendar that allows users to effortlessly view appointments on a daily, weekly, or monthly basis. This functionality helps ensure that important meetings and deadlines are never overlooked.

As a seasoned corporate attorney, you are well aware that creating share provisions can be a labor-intensive process, particularly when navigating multiple classes of shares that come with diverse rights, privileges, restrictions, conditions, and various dividend and participation rankings. With SpeedMatters, you can effortlessly create as many share classes as you desire, respond to fundamental interview questions about each one, and watch as it intelligently generates the share provisions for you. If the accountant alters your instructions at the last moment—whether by adding new classes, modifying attributes, or introducing a conversion feature—there’s no need for concern. Just input the new share classes or adjust your interview responses, and "voila"—the share provisions, complete with all necessary rankings, rights, privileges, conditions, and restrictions, are updated automatically, ensuring a seamless and efficient drafting process. This innovative tool transforms the traditionally arduous task into a streamlined experience that saves time and reduces errors.

Streamlined Document Generation. Effortlessly craft tailored legal documents utilizing your own material. This solution is designed for legal professionals to produce precise documents reflecting their firm's established practices and insights. By opting for LegalUp’s service, you can reduce the time spent on document creation by an average of 80%. Enhance your website's appeal by offering clients a distinct advantage, showcasing innovation through the complimentary access to LegalUp's platform at the onset of your "client journey," enabling your true expertise to shine during more intricate assignments. Do you need to gather information from your client to prepare a document? Rather than collecting it directly, provide them with a digital questionnaire that directs them to supply all necessary factual information. LegalUp’s technology converts your intricate, repetitive legal documents into automated smart wizards that adeptly integrate your firm's knowledge and best practices, ensuring efficiency and precision in every generated document. With this approach, you not only save time but also elevate the quality of your legal services.

SecureReview offers a specialized virtual PC service designed for high-performance document review, ensuring that all sensitive information—such as cached documents, search terms, and custodian names—remains isolated from local agency computers, thereby minimizing security risks. By collaborating with attorney staffing agencies, law firms, corporate legal teams, and e-discovery service providers, SecureReview creates a reliable and secure document review environment. The platform restricts reviewers from accessing client websites and services, further safeguarding sensitive data. Secure communication between law firms and contractor review teams is facilitated through dedicated email channels. Additionally, SecureReview implements robust security measures, including IP Authentication, Multi-Factor Authentication, and Single Sign-On capabilities for Enterprise accounts, ensuring that only authorized personnel can access critical information. Comprehensive activity logs allow administrators to monitor and evaluate reviewer performance effectively, enhancing the overall efficiency and security of the review process. With these features, SecureReview not only fortifies data protection but also streamlines collaboration among legal professionals.

Word LX by Infoware, a template management system of the highest quality, is designed to produce consistent and accurate legal documents. It includes customized templates that can be branded by the firm and powerful editing tools. Word LX is a tool for legal professionals that simplifies document creation and formatting. It also improves document quality and accuracy, increases productivity, and boosts profitability. Word LX allows you to produce high-quality, consistent-formatted legal documents quickly and efficiently. This will allow you to drive significant improvements for your legal firm.

Our goal is to streamline every facet of Litigation Support by leveraging cutting-edge, accessible technology. From the beginning of a case to its resolution, we seek to simplify the services offered to attorneys as much as possible. Our ambition is to set the benchmark for innovative litigation support within the industry, establishing ourselves as the comprehensive resource for litigation support services across the nation. We are dedicated to providing an exceptional customer experience, emphasizing a commitment to care and reliability in every interaction. Our approach is characterized by a sense of urgency, regardless of the task's size. For added convenience, we offer physical court filing cut-off times as late as 1:00-3:00 pm, depending on the court's location. Additionally, our Online Legal Support system allows users to file and serve documents from any location worldwide, enabling them to submit and monitor their orders via our online portal. With our service, you can focus on your priorities while we handle the details that don't require your attention. We believe that by easing the administrative burden, we empower our clients to excel in their legal endeavors.

WikiLocks works in the same way as you do. It works within your most used applications. Select the data you wish protect, then assign access to individuals and groups. Finally, distribute the newly protected document. No matter how the document is accessed, copied or pasted, protection will continue to follow it throughout its lifecycle.

Wings Legal Disability Case Management software is a highly acclaimed, secure cloud-based platform designed for law firms of various sizes, enabling them to organize, oversee, and safeguard their clients' disability case files while providing exceptional automation specifically tailored for legal practices in areas such as social security disability, veterans law, workers' compensation, and personal injury. Crocodile Solutions was established by a law firm practice manager who, with a decade of experience, sought to facilitate his firm's growth without the need for additional administrative hires and expenses, leading him to create one of the pioneering legal practice management software solutions. Over the course of thirty years, he has expanded his offerings into several software products that have now been integrated into a comprehensive platform, adapting to meet the needs of attorneys and firms nationwide. The software includes features for process tracking that ensure tasks progress smoothly and deadlines are consistently met, thereby enhancing overall efficiency. This innovative approach not only aids in workload management but also empowers legal professionals to focus on their clients more effectively.

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.

Uncover the most efficient strategies for managing your practice, covering everything from case and client management to document handling, relationship oversight, scheduling, time tracking, invoicing, and financial accounting. Practice Management Software amalgamates all essential functions to deliver a streamlined and user-friendly management environment. It is accessible via the cloud, through Windows/server setups, and as CompleteDATA Hybrid, which offers the advantages of both options. CompleteDATA stands as the ultimate legal software provider you will ever need. Our solution, designed to integrate seamlessly with word processing and email applications, offers a comprehensive approach to overseeing your firm and your clientele. Our dedicated development team consistently enhances our offerings to ensure stability, robustness, and a full array of necessary features. With a complete range of products tailored to fit your firm's size and specialty, we adapt as your business grows. As technology progresses, our solutions will evolve alongside your needs, ensuring you are always equipped with the best tools available. In this ever-changing landscape, having a reliable partner for your practice management is essential for sustained success.

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.

We deliver a comprehensive legal practice and case management solution designed for firms across the UK. Our key offering, Partner for Windows (Tikit P4W), is already trusted by more than 600 law firms in England, Wales, Scotland, and Northern Ireland, and in 2017, we proudly received the British Legal Technology ‘Supplier of the Year’ accolade. Tikit Connect and Tikit eMarketing work seamlessly with Tikit P4W, enhancing your marketing, CRM, and business development options with advanced capabilities. Additionally, Tikit P4W integrates with a range of top-tier third-party applications, ensuring you have access to the most advanced functionalities available. We also offer a variety of solutions specifically designed to meet the document management needs of legal firms. Notably, Tikit Carpe Diem stands out as one of the most popular time recording applications globally. Our offerings are meticulously crafted to align with the evolving marketing and business development demands of contemporary law firms. By collaborating with industry leaders, we ensure that our clients benefit from top-notch security solutions. This commitment to excellence is what sets us apart in the legal technology landscape.

Firm Central, developed by Thomson Reuters, assists both solo practitioners and larger firm teams in excelling at Time & Billing management. Featuring a comprehensive dashboard, it allows users to conveniently access the full platform via a mobile device or web browser, enabling them to track Reports, Invoices, and Payment Status effectively. This seamless integration enhances productivity and provides vital insights for better financial management.

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.