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.
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.
Tabs3 Financial 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. With Platinum you can also access Tabs3 while you are away from the office via your smartphone or tablet.
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.
