Get document insights to shape business outcomes by eliminating inefficiencies, removing bottlenecks, or improving usage and adoption rates.
Save time and boost productivity by making it easy for users to find the information they need across different locations.
Quickly organize documents into sets or binders and securely distribute compiled content to everyone who needs it.
Share and collaborate intuitively, securely, and in a way that brings you and your clients closer together.
Manage and collaborate on various projects and workflows smoothly and efficiently.
Seamlessly connect NetDocuments to your favorite Microsoft collaboration tools—without compromising governance or security.
Save time and boost productivity by sharing comments in context and tapping into AI-powered document insights.
Get a secure, real-time chat tool to eliminate inbox clutter and reduce the need for email filing.
Get the advanced encryption capabilities you need to fulfill compliance obligations and client mandates to protect sensitive information.
Take control over the physical location of documents by facilitating geo-aware content storage through a single, convenient user interface.
Create security policies that enable access controls, ethical walls and need-to-know security for specific workspaces.
Keep sensitive information, documents, and data safe from improper and unauthorized use.
Make remote employees more productive with safe, efficient two-way file synchronization between NetDocuments and local computers.
Automate time-consuming and manual processes by adding workflows and robotic process automation to NetDocuments.
Digitize and index content to make all of your document searches faster, smarter and more efficient.
Use predictive technology to accurately file any email into your NetDocuments system with a single click.
Use the leading cloud-based document management platform for legal professionals to create, edit, store, locate, and collaborate.
Take the guesswork out of managing your firm. Get regular reports and let the data drive your decisions.
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.
Manage each step of your cases, matters, investigations, and projects with all-encompassing cloud-based software.
SmartAdvocate is a fully integrated state-of-the-art case management system designed for personal injury and mass tort litigation practice.
Make your practice run more efficiently and profitably.
Save time, encourage accountability and reduce error with Zola Suite’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 Zola calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.
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.
Bill more and have real-time intelligence into your firm’s financials with Zola Suite’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 Zola Payments, powered by LawPay.
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.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.
Organize contacts in an intelligent manner to easily filter and search through them and look up contacts related to clients and matters. Add contact headshots, create unlimited contact fields and copy contact information with one click to the clipboard.
Create professional looking notes accessible by all team members to keep everyone involved up to speed. Organize notes within matters in folders and sub-folders and perform rich formatting capabilities, such as highlighting, changing font type and adding images.
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™, Zola Suite’s accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with Zola 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 Zola Signature™ web portal.
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 Zola Suite to save time and keep your practice running smoothly and efficiently.
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 Zola Suite’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.
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.
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.
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’s Word Connector comes in. Once downloaded, Word Connector shows up as a tab in 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.
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.
Referrals are an important part of any successful law firm’s business strategy, improving both your practice’s bottom-line and your standing in the legal community; but until now, the referral process was more luck and who you know than anything else. Enter CloudLex’s Referral Exchange, an attorney connector for the digital age. Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch
CloudLex's Client Communicator is a communication portal that allows attorneys and clients to share vital information with each other in a variety of ways. Both parties can upload important events, briefs, notes, and more into the application-and then view that information at their discretion, in a simple and secure venue.
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.
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.
Every day you come into contact with potential referral sources. How do you ensure that they remember you? Insight in Motion is a comprehensive legal newsletter and blog content publication and distribution system which fosters long-term connections with clients and colleagues to guarantee you’re kept in mind when business opportunities arise.
Each year, millions of individuals and businesses turn to the web to find and qualify law firms. It’s imperative that your law practice have a commanding web presence that resonates with visitors and propels them to action. Zola Creative has over 10 years of experience developing compelling websites for law firms and helping them generate massive visibility. The Zola team has specialized knowledge and tools which will help you develop a website to achieve your personalized goals, whether you want to attract new clients or build a reputation among colleagues within your area of practice.
Nuance is focused on enabling law firms to securely capture, organize, publish and distribute information—regardless of whether it’s paper or PDF files—to ensure data loss protection and confidentiality, track usage and costs, and
provide complete control while improving process efficiency. Nuance provides one comprehensive solution that addresses all of your requirements, not a single product that solves one issue.
Our solution includes:
• Free, unlimited users
• Free, unlimited secure data hosting
• Free, unlimited productions/exports
• Responsive, dedicated client-success team
As one of the top insurance firms in America*, Paychex Insurance Agency has the plan types and carrier connections to make it easy to offer and manage a group health plan for your employees.
Speak with knowledgeable Health and Benefits representatives to help you identify group health plans that meet the unique needs of your business, with coverage options including:
Medical
Dental
Vision
Life
Short-term disability
Long-term disability
Paychex Human Resources offers scalable, easy-to-use human resource solutions and personal access to a dedicated HR professional, available on call or on site.
Paychex offers flexible 401(k) plan design, recordkeeping, and plan management services. Use our deep retirement services knowledge and expertise to help you select and manage the right retirement plan for your business.
Cutting-Edge Payroll Technology + Service the Way You Want It
Paychex Flex is all about choice. Whether you prefer to report payroll information over the phone or email, or process payroll yourself using our easy-to-use cloud platform, our intuitive technology and flexible service options will free you to focus on what you do best — running your business.
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.
BillerAssist LEDES Edition combines LedesAssist and BillerAssist into one app.
BillerAssist LEDES Edition uses your existing billing system, and prevents non-billable work with real-time notifications to all timekeepers. BillerAssist LEDES Edition also allows you to set rules to automatically clean up your entries. The app also completely eliminates the tedious task of UTBMS coding.
BillerAssist LEDES Edition learns from your law firm's own billing records, and adapts to your changes. This means BillerAssist LEDES Edition gets better and better the more you use it.
BillerAssist uses your existing billing system, and prevents non-billable work with real-time notifications to all timekeepers.
This increases your firm's realization and collection rates, while substantially decreasing write-offs. BillerAssist also allows you to set rules to automatically clean up your entries.
Tested and proven in live law firms, BillerAssist learns from your law firm's own billing records, and adapts to your changes. This means BillerAssist gets better and better the more you use it.
EffortlessIntake automates your client intake process.
You can now interview clients automatically from a link on your website. Our app syncs with your billing system, and includes automatic conflict checks, and sample intake questionnaires. You can use the samples, modify them, or easily create your own using our form builder.
EffortlessIntake makes the intake process simple, efficient and tailored to meet your needs.
EffortlessBudget syncs Clio with Serengeti (Legal Tracker) for real-time budgeting insights and alerts. You'll be notified when you're nearing budget and the "always on" technology continuously monitors your billing.
With LEDESConvert, you can easily converts invoices from one LEDES format to another. The process is smooth and easy allowing you save time and money.
GroupFund Legal is an expense sharing system for lawyers and clients:
GroupFund Legal allows you to easily divide expensive legal fees among many clients. You'll have the ability to do so in a way that is easy and efficient, but also confidential, private and secure.
LedesAssist works with your existing billing system to completely automate your UTBMS coding.
LedesAssist eliminates the tedious and time-consuming task of UTBMS coding. There is no need to select any codes from pulldown menus or any other manual efforts.
There is no need for any of that any more. Just like carbon paper and typewriters, manual LEDES coding is now the old way of doing things.
With a multitude of features listed at www.legalserver.org, consider:
* Simplifying user interaction with friendly & intuitive functionality
* Attorneys spending more time on critical thinking to help people
* Real time graphical and easily editable reporting
* Easily modifying or enhancing case management application without needing technical skills
* Proven methodology for conversion and data migration
We’d be delighted to show how we can improve client interactions through LegalServer. To request more information or to schedule a demonstration please visit https://www.legalserver.org/contact/
