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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 (89) 

  • 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
  • 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
  • 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
  • iTrial™ Trial Presentation for the iPad
    ExhibitView Solutions, LLC

    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:

    • Collapsible Library -exclusive feature
    • Use FULL SCREEN for display of exhibits -exclusive feature
    • Add exhibits from nearly every web storage service
    • Mark exhibits “Admitted” to stay organized
    • Archive your cases and restore archived cases
    • Cost: $99.99 from the Apple App Store.

    iTrial™ Trial Presentation for the iPa...
  • ExhibitView™
    ExhibitView Solutions, LLC

    ExhibitView™ Trial Presentation software. The most intuitive trial presentation software on the market. Organize and display every type of demonstrative evidence.

    A bit more:

    • Smart keyboard shortcuts let you move through exhibits and use tools quickly, CTRL+G (got to page), CTRL+H (highlight tool), and more.
    • Annotations can be moved. Create a yellow highlight and it’s not centered? Just click and move into place. True for all markups.
    • ALL High Definition video formats supported. Including High Definition Synchronized Video Depositions.
    • Cost: $549.00 per year, per user

    ExhibitView™
  • TranscriptPro™
    ExhibitView Solutions, LLC

    TranscriptPro™ Case transcript manager. Create a case (manage all your cases) add ascii, PDF and Video Synch transcripts. TranscriptPro™ also supports High Definition Video!

    A bit more:

    • Synchronize and edit your own video depositions.
    • Organize and edit individual clips or a complete, edited deposition for courtroom playback. Make changes easily.
    • Print deposition summaries or editing designations.
    • Cost: $249.00 per year, per user

    TranscriptPro™
  • PDF+™
    ExhibitView Solutions, LLC

    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.

    A bit more:

    • The only Legal software offering batch processing of file names.
    • Search and Redact for presentation. New export redacted for a more permanent redaction (safe for production)
    • Every task includes the option to apply stickers, numbers, etc., and export to a new folder keeping your originals clean.
    • Cost: $89.00 per year, per user

    PDF+™
  • HotDocs
    AbacusNext

    HotDocs document automation software can be applied across a wide range of industries to provide control and efficiency when producing frequently used documents. Banks, insurance companies, law firms, corporations, government bodies and publishers all use HotDocs to reduce risk, aid compliance and save time when creating business-critical documents.

    HotDocs
  • Abacus Private Cloud
    AbacusNext

    Abacus Private Cloud puts your critical business data and vital applications into a private virtual workspace that is accessible anywhere, anytime, from any device—all while removing IT management burdens and costs and maximizing your organization's performance. Regulatory concerns? The Abacus Private Cloud is a full-spectrum ePHI and HIPAA compliance-ready technology solution, so you can rest easy knowing your data is safe and secure.

    Abacus Private Cloud
  • Amicus Attorney
    AbacusNext

    Make practicing law easier and more efficient with case management solutions that work for you, not against you. Amicus Attorney is a straightforward lawyer software that gives you easy access to all your matters, tracks and invoices your billable time, and automates important documents. Work on your desktop or in the private cloud—or both—while Amicus Attorney keeps your sensitive data safe from cyberthreats in Abacus Private Cloud. You’ll say goodbye to the obnoxious neighbors that clutter up standard cloud experiences, and skip the multi-access points that introduce vulnerabilities.

    Amicus Attorney
  • AbacusLaw
    AbacusNext

    AbacusLaw, the leading legal practice management software for the past 35 years, gives you the easy-to-use tools you need to simplify your workflows and empower your firm, including case management, time tracking, billing, and accounting operations. Coupling that with our Private Cloud solutions empowers you to work from anywhere, anytime.

    AbacusLaw
  • 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
  • Omni Legal
    Omni Legal

    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

    Omni Legal
  • Tabs3 Financials Software
    Tabs3 Software

    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.


     

    Tabs3 Financials Software
  • Tabs3 Billing Software
    Tabs3 Software

    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.

    Tabs3 Billing Software
  • PracticeMaster
    Tabs3 Software

    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.


     

    PracticeMaster
  • 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...
  • 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
  • Legal Cybersecurity Services
    All Covered

    Cravath Swaine & Moore; Mosack Fonseca, Weil Gotshal & Manges; the Hickey Firm; what do these law firms all have in common? They were all victims of a cybersecurity breach in 2016.

    A recent ABA survey found that 1 in 4 law firms has been a victim of a security breach. That’s just what’s getting reported. In fact, as far back as 2003, former FBI Director Robert Mueller was saying, “There are only two types of companies: Those that have been hacked, and those that will be.” 

    Over the last year, All Covered has experienced numerous firms that have been or worry they could be victims of a data breach. And while there is no ‘one size fits all’ solution, several approaches including Security Information & Event Monitoring (SIEM), constant & robust vulnerability assessments, and disaster recovery & remediatio...

    All Covered
  • Legal Document Management Solutions
    All Covered

    Document Management Systems (DMS) are a dime a dozen in the Legal industry; yet over time, the market has reached a point where three major solutions are used by a whopping 85% of the legal industry: iManage (formerly known as Autonomy), NetDocuments, and Worldox.

    Not only does All Covered legal sell and support these solutions - our dedicated Legal DMS team:

    • Provides support for other solutions, such as Sharepoint, OpenText, and Microsoft Matter Center
    • Seamlessly upgrades DMS at cost-effective prices
    • Helps integrate with nearly any legal application, including legacy applications
    • Allow for both on-site and off-site options
    • Has one-to-one relationships with iManage, Worldox, and NetDocuments

    Contact us today!

    All Covered
  • The Lawyer's Help Desk
    All Covered

    Every second counts. When IT gets in the way of your law practice, call on All Covered.

    When you’re billing by the minute, every moment spent on the pursuit of your practice matters. Filing online documents, tackling billing issues, worrying about cybersecurity – if you’re spending more time managing these incidentals than the practice of law, then it won’t be long before you’ll be at an unrecoverable competitive disadvantage. But you don’t have to waste hours of your working day clashing with befuddled technical support staff who don’t understand the legal industry and issues important to your firm. Just call on the Lawyer’s Help Desk – an exclusive service of All Covered Legal Services.

    All Covered
  • Firm Central Time & Billing
    Firm Central

    EASILY TRACK TIME AND EXPENSES

    Firm Central Time & Billing is a cloud-based legal billing software designed for small law firms. It is the affordable, efficient way to record all of your work time and expenses, promptly issue invoices, and provide a secure online portal for legal clients.

    Firm Central Time & Billing
  • Firm Central
    Firm Central

    INTEGRATED, SECURE, MOBILE LEGAL PRACTICE MANAGEMENT.
    Firm Central is the only cloud-based legal practice management software for solo and small law firms that fully integrates with legal research and other essential business tools.

    Firm Central
  • Amicus Online
    Amicus Attorney - Gavel & Gown Software Inc., a subsidiary of Abacus Data Systems, Inc.

    Amicus Online is full-featured cloud-based practice management software for lawyers that runs entirely in your browser. With no infrastructure, setup or maintenance required, Amicus Online gives you the freedom to manage your practice from anywhere, anytime. Secure and reliable, with amazing email integration, all at a low monthly price.

    Amicus Online
  • Amicus Attorney
    Amicus Attorney - Gavel & Gown Software Inc., a subsidiary of Abacus Data Systems, Inc.

    Amicus Attorney practice management solutions empower lawyers to do more, bill more and go home early. Solving problems for lawyers for over 20 years, Amicus is used by tens of thousands of law firms around the world to manage their busy practices. Designed by lawyers for lawyers, every Amicus product is intuitive, simple to use and created to work the way you do.

    Amicus Attorney is available as a desktop, cloud or combined desktop/cloud solution.

    Amicus Attorney
  • AbacusLaw: Case Management, Time, Billing and Accounting Platform
    Abacus Data Systems, Inc.

    The out-of-the-box AbacusLaw™ Practice Management Solution is a fully integrated solution designed for small, medium and large sized firms in all practice areas and jurisdictions of law and includes all of the features and benefits you need to handle more cases and consistently deliver ‘Best Possible Outcomes’ for your clients.

    We recognize that all firms are unique, so if you prefer, our Practice Management Experts will assess, design, deploy, implement and manage a custom tailored solution for you so you can focus on what you do best: Practicing Law!

    AbacusLaw: Case Management, Time, Billin...
  • Abacus Private Cloud: Virtual Law Office Environments
    Abacus Data Systems, Inc.

    Mitigate Liability, Safeguard Information Privacy and Assure Regulatory Compliance

    Unlike Public Clouds or SaaS platforms, the Abacus Private Cloud™ is built exclusively to run legal technology in a fully integrated, secured and managed environment.

    Abacus Private Cloud™ enables your success and secures your future by providing your firm with a fully managed dedicated private virtual server. By doing so, you’ll remove IT management burdens and upfront capital expenses, increase security, reliability, control and performance so you can focus on what you do best: Practicing Law!

    Abacus Private Cloud™ solutions are tailored to meet your firm’s specific requirements to offer the availability, security, speed and control you need to protect your confidential client data. We allocate the proper amount of computing power for your size of firm so you don’t have to worry about technical details. 

    Included w...

    Abacus Private Cloud: Virtual Law Office...
  • Campaign Tracker: Legal Marketing Simplified
    Clio

    Campaign Tracker helps law firms see exactly how their advertising efforts are paying off. This is the first time, within one fully integrated practice management product, firms are able to determine where their marketing budget is generating results.

    Campaign Tracker: Legal Marketing Simpli...
  • Invoice Creation: Improve operational efficiencies.
    Clio

    Reduce the overhead and expense related to month-end billing. Email invoice capabilities eliminate the need to physically mail invoices. It’s as simple as sending an email from Clio which includes a PDF copy of the bill and a secure payment link. The secure link allows clients to pay invoices independently, immediately.

    Invoice Creation: Improve operational ef...
  • Fastcase Integration
    Clio

    Clio is the only legal software that seamlessly integrates with Fastcase.

    Clio puts a leading legal research tool at your fingertips. Voted the most popular mobile app for lawyers two years running, according to the American Bar Association, Fastcase places an extensive national law library at your fingertips. It includes cases and primary law for all 50 states and comprehensive federal coverage.

    Fastcase Integration
  • Payments: Dramatically improve cash flow and reduce bad debt.
    Clio

    Clio Payments turns uncertainty into certainty by helping you get paid easier and faster; right in the Clio app, or direct from your client. Law firms are able to process secure credit card payments without leaving Clio. No need to visit an external service, interact with a physical device, or manage an integration.

    Payments: Dramatically improve cash flow...
  • Matter Management: Manage your cases with ease.
    Clio

    Clio helps you organize your entire firm: structure workflows with dynamic tasks, schedule meetings, and share documents with your clients. Operating quickly and efficiently is easy when everything’s accessible in one place.

    Matter Management: Manage your cases wi...
  • Time Tracking: Get paid faster.
    Clio

    Track each moment spent on a case, create professionally designed bills in minutes, and take command of your firm’s finances. Clio integrates with accounting software like QuickBooks Online and Xero to streamline your billing and accounting processes.

    Time Tracking: Get paid faster.
  • Mobile Apps: Complete access. From any device, anywhere.
    Clio

    Access Clio’s full suite of features from your desktop, tablet, or mobile. Whether you use PC, Mac, iOS, or Android, Clio gives you peace of mind with bank-grade encryption and rigorous daily security audits.

    Mobile Apps:  Complete access. From any...
  • AdvoLogix Matter Management
    AdvoLogix, LLC

     

    The AdvoLogix approach to law practice and legal matter management is to enable your organization to differentiate itself by tailoring a software solution unique to your proven business processes. Our philosophy is to provide a robust matter-centric platform accompanied by a key suite of core functionality.

     

    Given the appropriate licensing and security considerations, AdvoLogix can integrate with a wide range of existing software applications. AdvoLogix has access to thousands of applications designed to work seamlessly within the Salesforce.com platform. At the time of this writing there were over 2,300 applications, 44% of which are free. Can’t find what you’re looking for on the Salesforce.com AppExchange? Our robust Force.com API allows your team to further enhance AdvoLogix in your own unique way.

    AdvoLogix, LLC
  • 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
  • Get paid online with PayPal, Stripe, or Authorize.net
    PracticePanther Law Practice Management Software

    Learn more.

    Get paid online with PayPal, Stripe, or...
  • Sync your emails and calendar with Outlook.
    PracticePanther Law Practice Management Software

    Learn more.

    Sync your emails and calendar with Outlo...
  • Send invoices in any currency or language.
    PracticePanther Law Practice Management Software

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    Send invoices in any currency or languag...
  • Secured by a 256-bit military grade encryption.
    PracticePanther Law Practice Management Software

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    Secured by a 256-bit military grade encr...
  • Sync your emails and calendar with Gmail.
    PracticePanther Law Practice Management Software

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    Sync your emails and calendar with Gmail...
  • Internal notes helps increase collaboration.
    PracticePanther Law Practice Management Software

    Learn more.

    Internal notes helps increase collaborat...
  • Email and calendar integration with Exchange.
    PracticePanther Law Practice Management Software

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    Email and calendar integration with Exch...
  • Go mobile. Work from your smartphone or tablet.
    PracticePanther Law Practice Management Software

    Learn more.

    Go mobile. Work from your smartphone or...
  • Sync payments, invoices, & clients with Quickbooks.
    PracticePanther Law Practice Management Software

    Learn more.

    Sync payments, invoices, & clients with...
  • Send invoices and know when they were viewed!
    PracticePanther Law Practice Management Software

    Learn more.

    Send invoices and know when they were vi...
  • Manage your trust account.
    PracticePanther Law Practice Management Software

    Learn more.

    Manage your trust account.
  • Track your billable time with a one-click stopwatch.
    PracticePanther Law Practice Management Software

    Learn more.

    Track your billable time with a one-clic...
  • Manage your cases and matters.
    PracticePanther Law Practice Management Software

    Learn more.

    Manage your cases and matters.
  • CRM software for clients, tasks, notes, & more.
    PracticePanther Law Practice Management Software

    Learn more.

    CRM software for clients, tasks, notes,...
  • PerfectLaw - Time and Billing
    PerfectLaw® All-in-One Software

    PerfectLaw® Time & Billing is a full-featured billing system which offers an easy-to-use, intuitive interface, several automatic time capturing features to ensure accurate tracking of daily activities, and the ability to request and apply trust and retainer funds. The cash receipts processor applies client payments at the timekeeper level, allowing for accurate, comprehensive attorney productivity reporting. And, with the added synergy only an All-in-One® system can provide, PerfectLaw® Time & Billing automatically creates time entries for front office workflow processes, profiles bills, allows users to work both on and offline, and much more.

    PerfectLaw® All-in-One Software
  • PerfectLaw - AIM® Case Management
    PerfectLaw® All-in-One Software

    Successful firms and attorneys use Attorney Information Manager (AIM®) to manage large case loads and communicate with clients in a timely fashion. Gather, store, organize and retrieve accurate information instantly with AIM®.

    AIM® combines powerful, reliable apps with Best Practices to manage many law office items, including:

    • Matters, cases & files
    • Documents
    • Dockets/calendars
    • Contacts
    • Notes
    • Forms
    • Scanning and imaging
    • Time, cost & expense recording
       

    PerfectLaw® All-in-One Software
  • PerfectLaw - BizRadar® Business Intelligence
    PerfectLaw® All-in-One Software

    Today’s law firms want to use up-to-the-minute information to navigate the road ahead, rather than rely on the rearview mirror approach of reading stale reports. PerfectLaw BizRadar® provides the right mix of performance indicators (KPIs) for measuring billing, accounting and case management performance to evaluate if the firm is running smoothly or if there are outstanding issues requiring immediate attention. Check out BizRadar® today.

    PerfectLaw® All-in-One Software
  • PerfectLaw - Paperless Workflow®
    PerfectLaw® All-in-One Software

    Law firms are information-driven and successful firms learn to automate their information workflow, thereby affording themselves more time to focus on their core competency. Best business practices require electronic document delivery for greater accuracy, efficiency, and cost reduction. Paperless Workflow® fills this requirement better than any other product on the market today, handling everything including scanning and imaging, automated notifications, document profiling, routing, and emailing.

    PerfectLaw® All-in-One Software
  • SmartAdvocate Case Management System
    SmartAdvocate

    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.

    SmartAdvocate Case Management System
  • Abacus Billing: Improve Your Cash Flow with Billing Services
    Abacus Data Systems, Inc.

    Let Our Legal Billing Experts Invoice Your Clients So You Can Focus on What You Do Best - Practicing Law!

    To get started, our team will:

    • Setup or update company preferences
    • Complete workstation options
    • Add or update timekeepers, including hourly rates, divisions, titles
    • Setup new matter defaults
    • Consolidate billing for clients with multiple matters
    • Default email billing templates
    • Verify balances are correct prior to start of service
    • Setup customized reports*
    • And much more! 

    Abacus Billing: Improve Your Cash Flow w...
  • Deadline Assistant
    Firm Central

    COURT DATE AND EVENT CALCULATOR MAKES MANAGING DEADLINES EASY.
    Does manually calculating deadlines from multiple sources have you worried you might miss one? Deadline Assistant on Firm Central calculates your matter deadlines based on applicable federal, state, and local court rules – then adds the information directly to your Firm Central calendar and Microsoft® Outlook® calendar view.

    Deadline Assistant
  • 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
  • Abacus Balance: Bookkeeping Services
    Abacus Data Systems, Inc.

    Let our legal accounting experts balance your books so you can focus on what you do best: practicing law!

    • All fee schedules and billing arrangements supported
    • Multiple hourly rates, by timekeeper and matter
    • Standard monthly billing reports: Accounts receivable, billed hours, paid fees , unpaid fees report
    • Secure and confidential service
    • Unlimited phone and email support
    • Consolidate billing for clients with multiple matters
    • Postage included for all bills

    Abacus Balance: Bookkeeping Services

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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.