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ABA Legal Technology Buyers Guide

Make the smart investment. Find legal technology products and services in the only buyers guide authorized by the American Bar Association.

Selected Products (17) 

  • Community
    WealthCounsel®

    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.

    Community
  • Learning
    WealthCounsel®

    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.

    Learning
  • Document Drafting
    WealthCounsel®

    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.

    Document Drafting
  • ndThread
    NetDocuments

    Organize topical conversations and document collaboration into a single, secure repository for your team to easily access and stay up-to-date on project status.

    NetDocuments
  • SetBuilder
    NetDocuments

    Remove the manual and tedious task of building document sets for everyone in your organization, whether it be creating closing documentation or organizing onboarding documents for new hires.

    NetDocuments
  • ndMail
    NetDocuments

    ndMail provides busy professionals with a more automatic and efficient system for filing, storing, and organizing email without ever having to leave Outlook.

    NetDocuments
  • NetDocuments
    NetDocuments

    The NetDocuments platform allows you to manage, collaborate, and share content in one secure location to improve workplace productivity and ensure sensitive information is never lost or in the wrong hands.

    NetDocuments
  • Document Management: automate the paper-pushing
    Filevine

    With Filevine, documents are easy to create, edit, and find when you need them. Automatically generate new documents. Collaborate on them with your team members through cloud-based sharing. Edit in place with a Microsoft Office integration. Get forms signed quickly with e-signatures. Find any document through intuitive search tools. Keep them secure.

    Document Management: automate the paper-...
  • Case Management: from lead to settlement
    Filevine

    Filevine simplifies and speeds up each step in the case cycle. These case management tools ensure better collaboration within the legal team, timely communication with clients, and attention to deadlines. Filevine users handle higher caseloads with less stress.

    Case Management: from lead to settlement
  • Calendar & Deadline Management: never miss another deadline
    Filevine

    Your most valuable asset is your time. Spend it well with Filevine’s integrated, collaborative calendar. Automatic deadlines and deadline chains to ensure a case moves forward at the right time.

    Calendar & Deadline Management: never mi...
  • Reporting & Analytics: make data-driven decisions
    Filevine

    Filevine gives attorneys unprecedented access to their data. Make smart management decisions through automatic reporting. Customize reports to learn about staff performance, behavior trends in opposing parties, or financial returns by case type. 

    Reporting & Analytics: make data-driven...
  • Client Texting: easy and secure communication
    Filevine

    Clients love to text. But receiving texts can be distracting, and if you fail to respond immediately the message can slip through the cracks. With Filevine, clients can text directly into their case file. This ensures prompt responses, fewer distractions, and a fully-documented line of communication.

    Client Texting: easy and secure communic...
  • Workflow Automation: focus on your important work
    Filevine

    Don’t let an email inbox become your to-do list. Filevine’s user-friendly interface allows you to assign tasks, set automatic deadline chains, and prioritize your work.

    Workflow Automation: focus on your impor...
  • Best Authority
    Levit & James, Inc.

    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.

    Best Authority
  • Best Authority Feature Details:
    Levit & James, Inc.

    • Accuracy:  BA is consistently more accurate than any other software or method.
    • Remarkable Speed: A 50-page document will scan in 10-15 seconds. 235 pages with 4,000 citations scans in less than 2 minutes.
    • TOA Preview with Instant Update: See an image of the finished TOA. In Premium, updated live as you edit the TOA. 
    • Citation Revision Tracking: Quickly identify citations added, changed or deleted due to author revisions.
    • Powerful Search Function: Instantly locate citations by text or other attributes.
    • Proofing: Citations are color highlighted in the document and are easily compared to the list in the Review Pane and TOA Preview.
    • Editing: It is simple to edit citations in the document. In Premium, make permanent changes to the TOA’s text or formatting with a familiar Windows functionality.
    Levit & James, Inc.
  • Best Authority-Premium Edition
    Levit & James, Inc.

    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
     

    Levit & James, Inc.
  • Best Authority–Light Edition
    Levit & James, Inc.

    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.

    Levit & James, Inc.

Sponsors

  • MyCase

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Inclusion in the ABA Legal Technology Buyer’s Guide does not constitute or imply an endorsement or recommendation of the product, process, or service by the American Bar Association, the ABA Legal Technology Resource Center, or the ABA Law Practice Division. Listings are maintained by the vendors and do not necessarily reflect the views of the ABA. Many listings in this Buyer’s Guide are sponsored/paid placements.