Product Features
Hourly Billing Never Made Anyone Happy
PRICE MATTERS IN MINUTES
Scope and price specific client projects and maintain a record of priced projects
FIRM-WIDE VALUE-BASED PRICING
Create a consistent approach with your value-based pricing, using our value modifiers
OPTIMIZE WITH COLLEAGUES
Collaborate, share pricing experiences and make data-driven decisions with team members
DESCRIPTION OF SERVICES
Create a client facing summary of scope exportable into an engagement letter or email
CLIO INTEGRATION
Go from scoping and pricing a fixed fee client matter in AltFee to invoicing in Clio with just a few clicks
450+ PREBUILT TEMPLATE GUIDELINES
Customizable pricing guidelines built by lawyers for lawyers
Benefits
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Seamlessly transfer any emails you receive in Outlook or Gmail (including attachments) right to a matter’s “Notes” tab in CloudLex—ensuring they live on alongside other vital case information in a single, centralized location that all team members can access.
With CloudLex®, you can digitally archive your closed matters with ease. CloudLex’s Digital Archiver eliminates the need for physical storage, while allowing you to store even more in the cloud. All information relevant to your closed cases, even digital correspondence (emails, notes, conversations), is housed on our secure and HIPAA compliant server hosted by Microsoft and can be accessed (or added to) at any time.
CloudLex® has partnered with Microsoft to bring you comprehensive integration with MS Office Online-meaning you can make changes to your Word, PowerPoint, and Excel documents, without ever having to leave CloudLex®. Any updates are reflected immediately, across all platforms and devices, so members of your team always have the most up-to-date versions of files. All you need is internet access and you can create, upload, and edit from anywhere, right alongside your colleagues, resulting in less time coordinating and more time collaborating.
Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex for Word comes in. Once downloaded, CloudLex for Word shows up as a tab in Microsoft Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.
No longer do you have to switch back and forth between your most used legal apps, or suffer through multiple uploads on different platforms, because CloudLex® painlessly integrates with leading apps like iCal, Google Calendar, Google Drive, MS Exchange, Dropbox, and more. With the click of a button, you can automatically sync updates in CloudLex® with your other favorite legal apps, allowing for maximum collaboration and an even bigger time-savings for your firm.
Seamless integration of Adobe Sign and DocuSign with CloudLex provides a convenient and simple way to securely get signatures for your case documents via email and SMS. Get documents signed with great features, like sending, signing, storing, and tracking signature processes in real-time, anywhere, and any device.
Seamlessly integrate CloudLex with your Microsoft 365 suite so that Outlook emails, firm-wide shared contacts, and calendars are auto-synced with CloudLex for collaboration.
Add matter-specific expenses where they will be tracked and organized for whoever pays the bills. Authorized users can easily record outstanding liabilities and sync them with QuickBooks, ensuring that their upcoming expenses get paid on time.
Book or schedule rides for your clients and other parties specific to a matter and easily track expenses.
CloudLex's Advanced AI Search provides AI-powered cloud search performance with simplicity to access and sort a greater variety of information quickly and accurately.
Simplify editing PDF documents by bringing everything you need within easy reach. Editing, adding or highlighting text, inserting e-signatures or images, re-arranging pages, cropping, advanced formatting, and organizing PDFs are made easy & flexible.
PracticeMaster gives your firm more than Outlook. An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized. It also integrates with our client relationship management software Tabs3 CRM, which you can use to track leads, grow prospects, and gain clients.
Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.
CloudLex’s Referral Engine is a collaborative network where you can both refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to setup and even easier to manage. Partner firms can communicate and share case information with each other securely-and without ever having to leave the app. And CloudLex® tracks all changes to your referrals automatically, so you’ll always be up to date on the latest developments as they happen.
With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.
This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through matter-specific communication tools, and is a one-stop shop for organizational needs like calendaring, document management, and the tracking of medical expenses. Through dashboard tools and targeted reports, it also allows higher-ups to effectively manage the progress of cases so that they can properly allocate resources to areas of need and stay ahead of potential problems.
Tabs3 Financials software is specifically designed to meet the accounting requirements for law firms. Print financial statements, write checks, reconcile bank statements, and manage client trust accounts in an easy-to-use, fully integrated system.
Get your bills out quickly and easily with Tabs3 Billing Software. Customize statements and run insightful management reports. Accept credit card and ACH payments with Tabs3Pay, and get mobile access to Tabs3 with the Platinum Edition.
- Enter and run payroll online in as few as two clicks
- Award-winning, 24/7 U.S. based customer support and flexible services
- Calculate, file, and pay payroll taxes accurately and effortlessly
- 200+ compliance experts monitoring ever-changing laws and regulations
- Paychex pays at least 1 in 12 U.S. private sector employees
Simplify Administration and Support Compliance
- Proactive HR advice helps you focus on your business
- Valued benefits help you attract and retain talent
- Compliance support keeps you aware of laws and regulations
- All-in-one HR technology simplifies employee management
Empower your employees and business when using retirement services to secure a more stable future with:
- The nation’s top 401(k) provider¹ for industry-leading expertise
- Flexible 401(k) plan and investment options to stay competitive
- Fee transparency – clear pricing, no hidden fees
A group health insurance policy makes sense now more than ever. You can:
- Make healthcare affordable for employees and their families
- Attract and retain quality employees
- Enjoy tax savings
Attract and retain the best talent with access to a cost-effective, comprehensive employee benefits package from Paychex. We can help you level the playing field against Fortune 500 companies, take time-consuming HR administrative responsibilities off your plate, and support you with seamless online employee benefits administration.
Dragon Anywhere Mobile professional-grade mobile dictation allows users to create, edit, and format documents of any length and share information directly from a mobile device. This solution offers iOS and Android users cloud-based speech recognition to dictate continuously from anywhere—from a client or job site or on the road.
Nuance Dragon Legal v16 is speech-recognition software developed for legal practitioners to increase productivity. Dragon Legal v16 empowers attorneys and staff to create briefs, contracts, and other documentation while saving time and money. Built with a specialized legal vocabulary, Dragon delivers optimal recognition accuracy up to 3x faster than typing.
Nuance Dragon Legal Anywhere combines our AI-powered speech recognition engine with the security and convenience of the Microsoft Azure cloud. Trained using millions of words from legal documents to deliver optimal accuracy, Dragon Legal Anywhere empowers legal practitioners to dictate documents 3x faster than typing with up to 99% accuracy from virtually anywhere a stable internet connection exists.
Secured Signing Remote Online Notarization (RON) offers an easy to use, all-in-one solution built for all businesses and enterprise looking to notarize documents online, securely and efficiently.
Secured Signing offers a digital signature solution that provides you and your signees with a convenient, tamper-proof digital document workflow.
Manage Closing Folders removes the manual, repetitive tasks from legal transaction management so you can focus on delivering value. Through intelligent automation and collaboration tools, Closing Folders helps you run deals with unparalleled efficiency, accuracy, and control.
Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition.
Securely share sensitive information via Caseway™, CARET Legal's accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with CARET Legal Signature™ iOS and Android apps that are branded with your firm’s logo. Give clients around-the-clock access to their case files from any device with internet access through CARET Legal Signature™ web portal.
Save time, encourage accountability and reduce error with CARET Legal's Task Management system. Create Task Templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.
Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your CARET Legal calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.
Unlimited storage and document management to ensure all of your firm’s files are easily accessible by members of your team. Generate documents and correspondence with ease using information you have already entered in CARET Legal to save time and keep your practice running smoothly and efficiently.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with CRM.
Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through CARET Legal's exclusive integration with RPost.
Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation.
Bill more and have real-time intelligence into your firm’s financials with CARET Legal's built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, download bank account activity from over 5,000 bank and credit card institutions and get paid quickly with APX
Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.
Ready to be freed from the confines of your office? With our app, all you need to run your business is Ruby
and a cell phone. From setting your status to texting* from your business number, double the power of your
personal device with the Ruby app.
From answering and transferring calls to taking messages and placing outbound calls on your behalf, Ruby serves as an extension of your team, ensuring exceptional client experience while giving you the freedom to focus on growing your business, 24/7/365.
We answer with your custom greeting, delight callers in English and Spanish, transfer calls through to you live when you’re available, take messages or offer voicemail when you’re not, collect intake, answer FAQs, make outbound calls, and more! Our powerful app gives you flexibility and information at your fingertips – while our receptionists make you look good.
Capture more business with Ruby Full-Service Chat.
You’ll be building loyalty with real people, ready to engage in real conversations, that are fully trained in the details of your firm. Anytime, anywhere, we’re ready to chat and connect with your clients. Ensure privacy that your business and your clients can count on with opt-in HIPAA compliant live chat services.
Clio is the only legal software that seamlessly integrates with Fastcase.
Clio puts a leading legal research tool at your fingertips. Voted the most popular mobile app for lawyers two years running, according to the American Bar Association, Fastcase places an extensive national law library at your fingertips. It includes cases and primary law for all 50 states and comprehensive federal coverage.
Reduce the overhead and expense related to month-end billing. Email invoice capabilities eliminate the need to physically mail invoices. It’s as simple as sending an email from Clio which includes a PDF copy of the bill and a secure payment link. The secure link allows clients to pay invoices independently, immediately.
Clio Payments turns uncertainty into certainty by helping you get paid easier and faster; right in the Clio app, or direct from your client. Law firms are able to process secure credit card payments without leaving Clio. No need to visit an external service, interact with a physical device, or manage an integration.
Access Clio’s full suite of features from your desktop, tablet, or mobile. Whether you use PC, Mac, iOS, or Android, Clio gives you peace of mind with bank-grade encryption and rigorous daily security audits.
Track each moment spent on a case, create professionally designed bills in minutes, and take command of your firm’s finances. Clio integrates with accounting software like QuickBooks Online and Xero to streamline your billing and accounting processes.
Clio helps you organize your entire firm: structure workflows with dynamic tasks, schedule meetings, and share documents with your clients. Operating quickly and efficiently is easy when everything’s accessible in one place.
Legal Brand Marketing offers exclusive leads in the below practice areas.
If you are interested in growing your practice or expanding to new practice areas, Legal Brand Marketing can customize a lead program that is right for you. Contact our team to get started growing your business today!
