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.
Book or schedule rides for your clients and other parties specific to a matter and easily track expenses.
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.
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.
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.
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.
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.
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.
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 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.
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.
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’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.
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.
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.
Experience Complete Billing, Accounting, and Practice Management in the cloud. Get access to the flexible and reliable tools and features that tens of thousands of legal professionals use every day. Includes Tabs3 Billing, Financials, and PracticeMaster (optional), Tabs3Pay, and Tabs3 Connect, and is available from anywhere with an internet connection.
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.
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.
Our AI Speech Translation solution is a game-changer for live meetings and events that require cost-effective simultaneous interpretation that's still highly accurate. Using the most advanced technology, we deliver live speech translation with AI-generated voices that sound completely natural. We can currently translate from and into 80 languages to enhance the scope of your live event, and the list keeps growing.
Together with our strategic technology partner, we benchmark the best AI engines for each language combination to ensure optimal performance, so you don’t have to settle for a cookie-cutter solution. AI Speech Translation is useful when human interpreters are not readily available or when maximum accuracy is less of a p...
Get connected to a professional human interpreter in seconds through any mobile device or over the internet. We have elevated Over-the-Phone Interpretation (OPI) and Video Remote Interpretation (VRI) to a user-friendly experience in a secure and scalable cloud-based application to manage all your urgent interpretation requests.
Phone Interpreter
Get real-time language support with our Over-the-Phone Interpretation (OPI) service nationwide. Connect to an interpreter over the phone as you need one, with an average response time of 13.5 seconds. OPI gives you access to 13,000 interpreters covering 300+ languages via...
Use consecutive interpretation to simplify conversations between two people or groups that don‘t speak the same language. At Interprenet, we have provided qualified consecutive interpreters to facilitate conversations in legal scenarios for 20 years.
Onsite or remote consecutive interpretation:
An interpreter can be physically present at a meeting, like a deposition for example. Or the interpreter can join the conversation remotely in a virtual meeting room on Zoom, MS Teams, WebEx, or a similar platform.
iManage Work enables every organization to manage documents and emails more efficiently, protect vital information assets, and leverage knowledge to drive better business outcomes. Work empowers knowledge workers to be more productive, streamline collaboration, and deliver their best work. iManage Work is relied on by more than one million professionals at 4,000 organizations around the world.
CARET Legal Workflows allow your firm to schedule tasks and meetings based on case type, facilitating upcoming steps as your team works through each matter. Using pre-defined templates, you and your colleagues to easily track progress in an automated way.
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.
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 with your clients through CARET Legal's accessible, integrated client portal to ensure privileged information does not get intercepted.
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 or Microsoft 365 and set up rules-based calendaring.
Seamlessly create, manage, store, and share documents within the firm and do the same securely with clients. Generate documents and correspondence with ease, saving you time and keeping your practice running smoothly and efficiently.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with CARET Legal's 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.
Email security service that protects against data loss and puts you in control – even after you hit the send button.
Add eSign to strengthen your organizations’ productivity with a secure, compliant, and efficient electronic signature workflow.
Most file-sharing solutions often lack end-to-end encryption – making them vulnerable to cyber attackers. But Tresorit completely encrypts all your files, always. For total privacy and compliance no matter who your teams share files with or where.
Let your in-office and remote teams collaborate freely from anywhere – without sacrificing privacy, security, compliance – or speed. With Tresorit’s fully-encrypted and secure cloud solution.
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, ensure billing accuracy, manage retainer and trust funds, and get paid quickly with integrated payment processing.
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.
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.
The ScanSnap iX1300 empowers users with faster, more convenient, Wi-Fi-enabled scanning in an incredibly compact operating footprint, enabling work in virtually any environment.
Simplify scanning with stand-out features including an intuitive touch display, flexible destination options, and new DirectScan capabilities – which allow for captured documents to be sent over network, from the device itself.
The newest flagship in the ScanSnap family is 33% faster, giving you more time back in your day. Designed for everyday use, the ScanSnap iX1600 gets documents digitized, organized and sent anywhere—anytime—with minimal effort.
Winnow catalogs over 80,000 individual state and federal law requirements maintained by an experienced team of attorneys and professionals.
Winnow customers build highly tailored compliance surveys unique to their business type, licensing, financial products, and jurisdictions. They receive targeted weekly updates containing only the changes relevant to their business needs.
Winnow covers a broad range of laws and regulations applicable to the lifecycle of mortgage, auto financing, credit cards, consumer financing, and commercial lending. Additionally, it covers laws applicable to privacy & cybersecurity and bank deposits and includes helpful reference charts, agency guides, and links to federal statutes.
Winnow AI leverages the power of large language models (LLP) and natural language processing (NLP) artificial intelligence. It allows customers to get lightning-fast answers to basic legal questions around topics that Winnow covers. It has grown to enable customers to query agency guides and upload their internal guidelines to tailor answers to their organization.
Since 2015, AI has been at the core of our products. Our AI Voice Assistant breaks new ground as the first AI-led call answering solution, backed by professional human agents, 24/7.
Discover how our human virtual receptionists harness the power of AI to elevate your customer experience.
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.
Take the guesswork out of managing your firm. Get regular reports and let the data drive your decisions.
Manage each step of your cases, matters, investigations, and projects with all-encompassing cloud-based software.
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
Boo...
- 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
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.
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
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
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.
SmartAdvocate’s robust, exclusive Internet-based features, will enable firms to manage, store, track, classify and communicate like never before, ensuring that they achieve the highest level of success. Plus, with 125+ integration partnerships, firms are able to customize SmartAdvocate to achieve exactly what they need. This revolutionary software will increase your practice’s efficiency and profitability.
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.
Rocket Matter helps law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal software, it has the most powerful, easy-to-use time and billing software in the industry. Also, when law firms want to go mobile, automate their practices, and save time, Rocket Matter helps them achieve those goals. With award-winning customer service based in the U.S., it’s no wonder thousands of law firms swear by Rocket Matter.
Take control of your time and your firm’s financial future with automated time-tracking and invoice generation.
Manage leads more effectively and refine your marketing mix with our advanced Legal Intake Software.
Don’t waste time creating and looking for documents. Generate, edit, and store all documents in the appropriate case file.
WealthCounsel members enjoy being part of a robust community of fellow attorneys from around the country. Online, WealthCounsel members have private message boards for sharing documents, recommendations, and questions with members and WealthCounsel staff. In person, WealthCounsel hosts several events around the country each year, including state forum meetings and an annual Symposium conference. No matter your preference, WealthCounsel offers a way to help you connect with your colleagues.
More than just CLE credits—WealthCounsel provides thoughtful, in-depth updates on the latest industry changes as well as the basic information you need to get started in the field. Learn the latest drafting techniques, how to navigate tricky family dynamics, and feel confident that you understand the relevant tax laws. Learn what you need to know, how and when you want to learn it: WealthCounsel Learning offers education in several formats including live and on-demand webinars, in-person programs, and blogs.
Draft anytime, anywhere with Wealth Docx® online and Business Docx® online. WealthCounsel’s premier drafting software helps you draft efficiently, effectively, and confidently every time. Integration with client management solutions like Clio® makes the process even easier for you and your staff to be consistent and streamline office workflow. Features like custom clauses, document sharing, and thorough client interviews (to name a few) will change the way you draft documents and change the way you practice.
Our features are designed to integrate the work of your entire firm, from office managers and paralegals to senior partners. That’s why TimeSolv is law firm software, and not simply for individual attorneys or managers.
PerfectLaw® Time & Billing is a full-featured billing system which offers an easy-to-use, intuitive interface, several automatic time capturing features to ensure accurate tracking of daily activities, and the ability to request and apply trust and retainer funds. The cash receipts processor applies client payments at the timekeeper level, allowing for accurate, comprehensive attorney productivity reporting. And, with the added synergy only an All-in-One® system can provide, PerfectLaw® Time & Billing automatically creates time entries for front office workflow processes, profiles bills, allows users to work both on and offline, and much more.
Successful firms and attorneys use Attorney Information Manager (AIM®) to manage large case loads and communicate with clients in a timely fashion. Gather, store, organize and retrieve accurate information instantly with AIM®.
AIM® combines powerful, reliable apps with Best Practices to manage many law office items, including:
Today’s law firms want to use up-to-the-minute information to navigate the road ahead, rather than rely on the rearview mirror approach of reading stale reports. PerfectLaw BizRadar® provides the right mix of performance indicators (KPIs) for measuring billing, accounting and case management performance to evaluate if the firm is running smoothly or if there are outstanding issues requiring immediate attention. Check out BizRadar® today.
Law firms are information-driven and successful firms learn to automate their information workflow, thereby affording themselves more time to focus on their core competency. Best business practices require electronic document delivery for greater accuracy, efficiency, and cost reduction. Paperless Workflow® fills this requirement better than any other product on the market today, handling everything including scanning and imaging, automated notifications, document profiling, routing, and emailing.
The volume of electronically stored information (ESI) grows exponentially every day. Laptops, desktops, mobile devices, social media — you name it. As it does, it becomes increasingly difficult — and increasingly more important — for your firm to efficiently and effectively gather this evidence.
To combat this challenge, turn to Ricoh’s Data Forensics Solution for Legal.
Color adds impact to your documents. Ricoh's Aficio multifunction color copier systems offer stunning color copies and prints for any Law Office. Ricoh offers printing devices that can be used to print, copy and scan. Ask your Ricoh Representative about discounts that ABA Members receive and solutions to create workflow for cost recovery, document management, bate stamping and court filing.
You already have to keep up with changing cases, laws, and interpretations. Updating your workflows? Probably low on your list of priorities, even though it can make your job easier
That’s why we’re here. Our Workflow Solutions for Legal can help you capture, transform, and access your information — anywhere, anytime you need it. Get back to practicing law, and leave the rest to us.
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!
