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.
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.
iTrial™ is our stealthy and pwerful Trial Presentation software for iPad. This app scores highest on user satisfaction. Organize your exhibits in the app or use our PC software to set up your case and export for iTrial™. These features, including exclusive features are just the beginning:
ExhibitView™ Trial Presentation software. The most intuitive trial presentation software on the market. Organize and display every type of demonstrative evidence.
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TranscriptPro™ Case transcript manager. Create a case (manage all your cases) add ascii, PDF and Video Synch transcripts. TranscriptPro™ also supports High Definition Video!
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PDF+ can replace Acrobat in your office. Save money. PDF+ can apply exhibit stickers, bates numbers, bar codes, batch renaming folders full of documents and also works on both PDF exhibits and Image exhibits.
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OMNI Legal is a next generation legal business platform, built from the ground up on artificial intelligence technology. The barriers to legal AI adoption have been shattered through Omni Legal’s intuitive workflow, embedded decision making, and machine smart integration of day to day functions. Legal teams can now seamlessly harness AI content from research, discovery, contract, drafting, and many other predictive tools
LegalConference provides a secure client file management platform vault that merges videoconferencing with document storage, editing, collaboration and retrieval. The vault platform enables all members of the legal community (attorneys, judges, clients, experts, court reporters, and others) to confer and review documents in a totally secure environment. Legalconference operates through all major browsers and does not require any software downloads.
Additional features include:
*webinar
*off site backup
*vaulted offline storage, guaranteed in the United States.
Two Editions: Both editions include highly accurate scan and automatic formatting of the TOA, and BA’s unique split-screen, color-coded draft review, where you can quickly compare each line in the TOA to citations in the document.
Premium Edition is suited to a firm that prepares complex or frequent TOAs, or requires network administration. The Advanced Editing Features allow you to make permanent editing changes only to the TOA almost instantaneously in the TOA Preview or in the Review Pane. Last minute changes are incorporated into the document without any stress. There is a built-in discount for medium and larger firms; training includes two one-hour classes.
Visit our website for more specifics and a chart, at
http://www.levitjames.com/Products/Best-Authority/Compare-Editions.aspx
Light Edition is perfect for small firms preparing a low volume of TOA’s. You can make permanent corrections to the citations in the document, but you make your TOA changes in Word, after you generate the final form of the TOA. You can begin with BA Light, and upgrade at any time without penalty. Light costs less and requires just 45 minutes in training.
