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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 (55) 

  • Efficient Task Management
    Zola Suite

    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.

    Efficient Task Management
  • Legal Calendaring
    Zola Suite

    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.

    Legal Calendaring
  • Worldox Cloud
    Worldox

    Worldox Cloud has a powerful feature set and a remarkably easy-to-use interface. It offers those same tools available in Worldox Professional in a cloud deployment. We provide quick and seamless document access for firms that choose to manage information in a remote, centralized data center.

    Worldox
  • Worldox Enterprise
    Worldox

    Redesigned architecture optimized for multi-site environments.
    Enterprise is not a limited-feature, web-based tool. It’s the familiar, easy-to use Worldox. All the features that make Worldox such a popular, cost-effective document management solution are here.
     

    Worldox
  • Worldox Professional
    Worldox

    The new Active Profiling® capability takes document and email management to the next level. The redesigned user interface and functionality enables your staff to save and retrieve content more efficiently than ever.

    The new one-click save option automatically profiles content for users. In addition, filing emails has never been easier since Worldox actively monitors incoming and outgoing emails, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters.

    Worldox
  • Robust Billing, Accounting and Time Tracking
    Zola Suite

    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. 

    Robust Billing, Accounting and Time Trac...
  • Best-in-Class Matter Management
    Zola Suite

    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.

    Best-in-Class Matter Management
  • Dynamic CRM
    Zola Suite

    Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.

    Dynamic CRM
  • Organized Contact Management
    Zola Suite

    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.

    Organized Contact Management
  • Easy-to-Use Notes Organizer
    Zola Suite

    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. 

    Easy-to-Use Notes Organizer
  • Dedicated iOS & Android Mobile Apps
    Zola Suite

    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. 

    Dedicated iOS & Android Mobile Apps
  • Secure Client Portal
    Zola Suite

    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.

    Secure Client Portal
  • Powerful Document Management & Document Automation
    Zola Suite

    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.

    Powerful Document Management & Document...
  • Intelligent Email & Email Encryption
    Zola Suite

    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.

    Intelligent Email & Email Encryption
  • Advanced Reporting
    Zola Suite

    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. 

    Advanced Reporting
  • Client Messenger
    CloudLex, Inc.

    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.

    Client Messenger
  • Matter Manager
    CloudLex, Inc.

    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.

     

    Matter Manager
  • Microsoft Office Online®
    CloudLex, Inc.

    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.

    Microsoft Office Online®
  • Word Connector
    CloudLex, Inc.

    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.

    Word Connector
  • App Integrator
    CloudLex, Inc.

    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.

     App Integrator
  • Referral Engine
    CloudLex, Inc.

    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.

    Referral Engine
  • Referral Exchange
    CloudLex, Inc.

    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

    Referral Exchange
  • Client Communicator
    CloudLex, Inc.

    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.

    Client Communicator
  • Digital Archiver
    CloudLex, Inc.

    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.

    Digital Archiver
  • Intake Manager
    CloudLex, Inc.

    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.

    Intake Manager
  • TimeSolv Legal Billing and Time Tracking Software
    TimeSolv Corporation

    Features for the Legal Industry

    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.

    • LEDES Billing 
    • Trust accounting
    • Manage conflict checks
    • Flexible billing
    • Schedule recurring expenses
    • Enter time quickly, seconds after logging in
    • Mobile app for iPhone and Android
    • Document management and automation
    • Integration with NetDocuments and Dropbox
    • Offline TimeSync - can track time even if you're not connected to internet
    • 30-day FREE TRIAL that includes one-on-one training with our billing experts

    TimeSolv Legal Billing and Time Tracking...
  • Rocket Matter
    Rocket Matter

    Rocket Matter helps law firms increase their revenue by more than 20% and offer better client service. Founded in 2008 as the first cloud-based product on the market, it offers an all-in-one legal practice management platform with the most powerful, easy-to-use time and billing software in the industry. With award-winning customer service based in the United States, its no wonder thousands of law firms love Rocket Matter.

    Rocket Matter
  • Nuance Legal Document Solutions
    Nuance Document Imaging

    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:

    • Security controls that ensure confidentiality
    • Seamless integration into existing operating procedures and workflows
    • PDF review and publishing
    • Capture of documents at any device
    • Audit trail for documentation
    • Simplify the sharing of information between departments
    • Increase productivity of mobile workers
    • Insights into expenses for cost savings and recover

    Nuance Legal Document Solutions
  • Perfect Practice Matter Management
    Perfect Practice

    See everything about a case or project from one screen!

    The top Entity ID Bar typically contains the information used for locating the file, and of course it can be customized. The tabs along the middle contain all the other information regarding the file.

    Address/Phone: every phone, email & fax number for this particular file.

    Questionnaires: all the data intake for the file. This can be used for document merging, searching and for reports.

    Images: organizes all the images associated with the file. Relationships has a list of all the entities associated with the file and how they pertain to this file, including parties, experts and other companion cases.

    Documents: shows all available merge documents for the automated creation of pleadings, contracts and letters. Only documents appropriate for the case type will display.

    Admin: contains information concerning different staff memb...

    Perfect Practice Matter Management
  • Perfect Practice Work Flow Processing
    Perfect Practice

    Workflow processing can help you sleep at night!

    Any process, procedure or checklist can be reduced to a workflow model. Each step of the way will carefully be mapped out and when an item is accomplished, it will not only trigger the next step, but show who accomplished it and when. The following movie demonstrates a workflow model for a foreclosure file, but the concept is the same. In a perfect world, each file would have at least one time in the work queue so all files are accounted for. Of course we have reports that will show you orphaned files.

    Perfect Practice Work Flow Processing
  • Perfect Practice Time Entry
    Perfect Practice

    Enter time through Case Management or Financials!

    Our automated work flow can automatically create fee and cost entries when appropriate, based on the client’s fee schedule. Import fees or costs from vendors or third party programs.

    Perfect Practice Time Entry
  • Perfect Practice Remote Check Requests
    Perfect Practice

    Tired of paper Check Requests?

    Check-writer allows for electronic check requests by authorized staff members. Not only that, but our electronic signatures can do away with writer’s cramp! Request and Print Operating checks, Cost Advance Checks and Trust Checks, all from the same program. Review all check requests in the queue and approve the ones you wish to authorize. If a trusted employee is printing the checks, you can have the checks digitally signed, based on the checking account, dollar amount, vendor and even the time of day. Simply use the check-writer to write your checks and your client/matter ledgers are updated with cost advances, your General Ledger is updated with the accounting entries, your Bank Reconciliation is ready to go and of course, the physical check is printed.

    Perfect Practice Remote Check Requests
  • Perfect Practice Features
    Perfect Practice

    One thing that differentiates Perfect Practice from other practice management is its breadth of functionality.

    It has everything you need to run your practice; from Marketing, CRM, Matter Management to Billing and Accounting.

    We could list them all, but check out our web site.

    Perfect Practice Features
  • Bill4Time - Features Overview
    Bill4Time

     

    TRACK TIME AND EXPENSES

    Conveniently track time and expenses from your mobile phone, desktop widget or online. Make missing time entries a thing of the past!

     

    CREATE PROFESSIONAL INVOICES

    Create professional invoices by customizing the design in minutes. Email invoices and accept payments to assist in getting paid faster.

     

    MANAGE CLIENTS AND PROJECTS

    Keep up with your clients and projects and everything that makes them unique. All your information is now in one easy, secure location.

     

    MONITOR YOUR PROGRESS

    Generate reports with one click and easily export to other programs. Cross reference your documents to stay on top of your business!

     

    SO MUCH MORE!

    Bill4Time
  • Bill4Time
  • Bill4Time - Legal Time Tracking & Billing Software
    Bill4Time

     

     

    Legal Industry Features

    Bill4Time's legal billing software was built with the guidance of lawyers. Our features include full 128-bit data encryption, local date backup, trust accounting, multiple client billing rates and options, great practice management features, powerful reporting options, and much more.

    • ABA Task Codes
    • LEDES export for invoices
    • Litigation Advisor export for invoices
    • Easily check for conflicts of interest
    • Trust accounting
    • Trust reports and summaries on invoices

    Bill4Time
  • Case Details
    CasePacer

    Get important case details on one screen. Quickly and easily get up to speed with a summary of what occurred, a general description of injuries and more.

    Case Details
  • Case Type Specific
    CasePacer

    With dashboard organization and options unique to case types, quickly focus the firm in on just the information and actions necessary for each specific case. 

    Case Type Specific
  • Case Expense Tracking
    CasePacer

    Know where the money is at all times. A quick look at Case Expenses will show you where your costs are and which expenses have been paid or unpaid. Choose from and record common expenses such as billable hours, copying, court, investigator, medical provider, police reports and more.

    Case Expense Tracking
  • Case Intake
    CasePacer

    Easy case intake gets your team to the right work at the right time. No matter what type of case you are working, relevant fields are dynamically available. Simply select your case type from the drop down and fill in the case details. You’ll get information specific to your case type throughout the case.

    Case Intake
  • Personal Dashboard
    CasePacer

    Work multiple cases and stay on top of what’s most important at each moment with your personal dashboard. Your calendar snapshot provides a quick reminder of the day's scheduled events, easy access to work your ticklers that due, and search functionality to help you find what you need. 

    Personal Dashboard
  • Document Management
    CasePacer

    Take the hassle out of documents. No more time lost recreating documents. Start with one of more than 100 common templates that autofill pertinent case information. And with CPHub, navigation and editing is easy via a familiar file folder structure.

    Document Management
  • Tickler Workflows
    CasePacer

    Gain confidence that each case is getting the attention it deserves. By simply following the ticklers, your team will be doing the majority of the case’s work with ease. CasePacer comes with more than 20 specialized component workflows, more than one hundred ticklers and prompt-based personalization so you can get started working in it immediately after install.

    Tickler Workflows
  • FREE Trial Session
    eDepoze

    For a limitd time we'e offering a free session of eDepoze.

    You’ve seen a live demonstration, you’ve seen overview videos, you’ve seen our posts, and now here’s an opportunity to get your first session free! Fill out the form below to reserve your session. We’ll reply with a unique username and password, and a sample Notice of Deposition stating the use of electronic exhibits. Let us know when the deposition is scheduled and which court reporter you’re using, and we’ll reach out to them and get the location set-up. You can schedule a free demonstration and training of the software at your convenience, but we’ll also include step-by-step user guidess You’ll get the hang of eDepoze in just 20 minutes and be confident using it after a single role-play session with our Tech Support! We trust you'll enjoy this Free Trial and consider subscribing to unlimited use, or prepay for 10 sessions. You get a new iPa...

    FREE Trial Session
  • Deposition Sessions
    eDepoze

    • $300 per session

    • *$400/month for unlimited use and receive a new iPad Pro.

    Prepay for 10 depositions and get a new iPad Pro. [Click here to redeem.] *Our annual subscription includes unlimited use for depositions as well as witness prep, arbitration, mediation, hearings, and trials.

    Deposition Sessions
  • Arbitration & Mediation
    eDepoze

    In arbitration, present and distribute exhibits to the entire panel and other participants. In mediation, present case documents and media when making your case to the mediator and other parties.

    $500 per entire event for the taking attorney. *Our annual subscription includes unlimited use for these event as well as depositions, witness prep, hearings, and trials.

    Arbitration & Mediation
  • Witness Prep
    eDepoze

    Provide your witness with private access to review documents online when getting ready to testify. Our Witness Prep module allows you to effectively collaborate with your witness on key documents together or remotely.

    $100 per event. *Our annual subscription includes unlimited use for this event as well as depositions, arbitration, mediation, and trial.

    Witness Prep
  • Trials & Hearings
    eDepoze

    In trial, present and distribute exhibits during opening statements, when examining witnesses or during closing arguments. In hearings, present exhibits and case law to the judge when arguing your motion.

    $500 per entire event. *Our annual subscription includes unlimited use for these events as well as depositions, witness prep, mediation, and arbitration.

    Trials & Hearings
  • Hardware & Services
    eDepoze

    iPad $200 per day

    WiFi Hotspot $100 per day

    On-Site Session Support $500 Per Day

    *Annual subscribers get a discount.

    iPad and WiFi Hotspot services charge include device shipping and return and supply may be limited. Damaged or lost iPads are subject to a $500 replacement charge. Damaged Hotspot devices are subject to a $250 replacement charge. On-Site Session/Event Support not provided in all areas and based on availability.

    Hardware & Services
  • contentCrawler cloud
    DocsCorp

    contentCrawler is an integrated analysis, processing and reporting framework that assesses image documents in content repositories for OCR or compression. The automated end-to-end process converts image documents to text-searchable PDFs, which can be compressed in file size and saved back into the content repository to reduce storage costs and business risks.

    contentCrawler cloud powered by Microsoft Azure currently integrates with Microsoft SharePoint and NetDocuments. 

    contentCrawler cloud
  • compareDocs cloud
    DocsCorp

    compareDocs uses leading-edge technology to compare the difference between two documents with incredible accuracy and reliability across all document types, helping authors collaborate on business-critical documents without fear or risk. compareDocs integrates with business applications and systems to give unparallel levels of efficiency in the document review process.

    compareDocs is now available as a cloud service running on all Windows 10 compatible devices, and as an Office 365 Add-In.

    compareDocs cloud
  • contentCrawler
    DocsCorp

    contentCrawler is an integrated analysis, processing and reporting framework that provides document management professionals with the peace of mind of knowing that their content is 100% searchable. The automated end-to-end process intelligently assesses image-based documents in the content repository for conversion to a searchable format, which is then re-profiled.
     

    contentCrawler
  • cleanDocs
    DocsCorp

    cleanDocs for desktop and mobile users is a breakthrough technology that enables IT Administrators to deploy a metadata management solution that delivers on speed, flexibilityyand control to protect against accidental information and metadata leaks. cleanDocs removes more than 100 metadata types from MS Office and PDF documents in milliseconds.

    cleanDocs
  • compareDocs
    DocsCorp

    compareDocs is the world’s leading technology for comparing the differences between two documents with incredible accuracy and reliability across all document types to help authors collaborate on business-critical documents without fear or risk. compareDocs integrates with business applications and systems to give unparallel levels of efficiency in the document review process.
     

    compareDocs
  • pdfDocs
    DocsCorp

    pdfDocs is a project-centric PDF management application that integrates with business applications and systems to provide users the ability to create, collate, edit, annotate and secure PDF content. Users can set up unique Organizer workspaces for specific cases, matters or projects complete with output and security settings. 
     

    pdfDocs

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.