Best Legal Software for Enterprise - Page 9

Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

Software to enable those who do good. The leading "no code” lifecycle management software helps you streamline administration, increase visibility, and improve outcome reporting. Enquire gives you the power to do good more. It provides an end-to-end solution that supports grant applicants and suppliers, financial management, performance reporting, and contract and financial management. Easy-to-use online software connects your team, clients, and external partners to allow everyone to collaborate and engage. You can dramatically streamline administration to save time and money while allowing you to concentrate on your mission. Transparency and accuracy in reporting across all your programs.

PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization. Start small and grow at your own pace Use out-of the-box, or give us your process and workflow vision Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again! Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions You can create and customize your own dashboards and reports Record Types and List views allow you to track user-definable fields that are specific for that contract type Workflows and review/approval processes can be either automated or manually created Multiple search options -- within fields or documents Intake forms provide the right information every time! From internal and external resources Contract creation, redline, version management, clause library and electronic signature

MailArchiva is an enterprise-grade email archiving, ediscovery, and compliance solution. MailArchiva has been used in some of the most challenging IT environments around the globe since 2006. MailArchiva is a server that makes it easy to retrieve and store long-term email data. It is ideal for companies who need to comply with e-Discovery records requests quickly and accurately. MailArchiva offers tight integration (including full calendar, contact & file synchronization) with a wide range of mail services including MS Exchange, Office 365, Microsoft 365 (Microsoft 365), and Google Suite. MailArchiva has many benefits. It reduces time to find information and fulfill discovery record requests. It also ensures that emails are preserved over the long-term. It also helps employees collaborate effectively. Sarbanes Oxley Act), which reduces storage costs up to 60%.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

eCourtDate is an AI-driven platform that streamlines communication and data management for the justice system. Courts and law enforcement agencies across the United States rely on it to improve efficiency, enhance outcomes, and lower failure-to-appear rates. Delivered through the cloud, it automates reminders in multiple languages via text, email, phone, and push notifications, cutting administrative workload while keeping people informed. Agencies can apply AI to generate tailored templates that refine message timing and wording, and secure portals provide instant access to calendars, case details, and official documents. Core functions include pretrial and probation check-ins with location tracking, risk prediction tools, community alerts, and integrated payment processing through GovPayPlan. Jury services are simplified with randomized selection, online registration, digital forms, and automated notifications. Data dashboards and analytics empower evidence-based decision-making, while AI chatbots supply around-the-clock multilingual assistance for scheduling, check-ins, and frequently asked questions.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Accurate Legal Billing Software is a cloud-based platform powered by AI, designed specifically for law firms to generate and submit invoices that fully adhere to each client’s billing standards. With advanced capabilities such as creating invoices in multiple languages and currencies, its key functionalities include capturing daily activities, providing performance metrics for law firms, preparing and monitoring budgets, converting invoices into various standard formats, and automating the bill review process. The software simplifies the process of seeking approvals for any discrepancies, allowing entries needing prior consent to be sent directly to the claim adjuster effortlessly. In its latest version, ALB 2.0 offers a user-friendly invoice cleansing solution that operates independently of the ALB platform, ensuring that invoices are compliant and free from reductions imposed by legal bill review vendors. This innovative approach not only streamlines billing processes but also enhances the overall efficiency of legal billing practices.

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

ZEP is the time tracking solution for successful project management and can be expanded with various modules and is already in use by over 2.000 companies: • Professional project time tracking, • Administration of employees, customers and projects, • Travel expense management, • Associated reporting functionalities and many more. Different versions meet your individual requirements: • ZEP Compact: the entry-level version to tap into professional project time tracking. It covers the administration of employees, customers and projects and associated reporting. • ZEP Professional: offers broader functionalities in project planning with revenue and profit reporting, travel expense management and planned hours for target vs. actual comparisons. We offer web-based, mobile (iOS & Android) and terminal solutions to track your time anytime and anywhere: • Various modules for your individual needs! • Developed and hosted in Germany! • Test it for 30 days for free!

PleaseSign: Simplifying Secure Digital Signing PleaseSign is a trusted, cloud-based electronic signature platform designed to streamline document signing for businesses of all sizes. Proudly Australian-made and owned, it provides a simple, efficient way to manage document workflows with an intuitive interface that enables users to upload documents, add signature fields, and send them for secure electronic signing. With PleaseSign, documents are signed in minutes, saving time and increasing productivity. Key Features: * SOC 2 AICPA Attestation * Private and Secure Sovereign Document Storage * Flexible Plans * Reliable Support Enjoy a 30-day free trial and access all premium features to see how PleaseSign can transform your business. Experience it today!

Our products provide all the tools needed to effectively manage your IP portfolio. Equinox Law Firm Discover the all-in one IP management system for small and medium law firms. Discover how to confidently meet your deadlines while providing a consistently high level of service to your clients. Equinox Law Firm+ Discover the powerful IP Management System for Enterprise-scale Law Firms. This is the ultimate tool to manage IP at scale. It has multi-office and multiple-team capabilities, with granular control for central control. Equinox Corporate Learn about the asset management solution for innovative SMBs. Learn how the system will help you to shape the commercial success your IP portfolio. Equinox Corporate+ Discover the IP asset management system for enterprises. This highly customizable IP asset management system will meet the unique and complex requirements of your organization.

Casetext has led legal AI innovation since our founding in 2013. Our newest product, CoCounsel, is the first AI legal assistant. CoCounsel tackles a wide variety of critical legal work, including discovery, legal research, contract analysis, contract policy compliance, deposition preparation, and communications. In addition to CoCounsel, Casetext offers a standalone legal research package with comprehensive legal databases and superior search technology. Casetext applies the latest advancements in AI to the law with rigorous testing and customer feedback. The result? Unique solutions that enable attorneys to provide more efficient, higher-quality representation to more clients, gain a competitive advantage, and increase access to justice for everyone. More than 10,000 organizations—from solo practitioners to Fortune 50 in-house departments and more than 40 Am Law 200 firms—rely on Casetext to elevate the quality of their practice.

Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.

Malbek is an advanced AI-driven contract lifecycle management (CLM) platform built to empower enterprises in managing complex contracts with ease and transparency. It provides a dynamic, centralized environment where businesses can glean actionable insights from contracts, enabling smarter decision-making and maximizing profitability. The platform streamlines contracting by offering intuitive workflows, quick contract creation, and seamless approval processes that boost operational efficiency and compliance. Malbek’s robust integrations with widely used business tools like Salesforce, HubSpot, SAP, Slack, and DocuSign connect contract management with broader enterprise operations, maintaining a single source of truth. Embedded AI throughout the system automates manual, time-consuming tasks and provides timely insights and recommendations, accelerating negotiations and shortening contract review cycles. With a customer retention rate over 120% and nearly all users recommending the platform, Malbek is recognized for enhancing productivity and collaboration across global teams. The platform also offers comprehensive support and training, ensuring clients get the most out of their CLM investment. Its trusted reputation is built on delivering meaningful business impact through technology and innovation.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

Develop. Discuss. Finalize. All in One Location. Say goodbye to cumbersome PDFs, endless rounds of revisions, and the chaos of version discrepancies. We are revolutionizing the entire workflow, making it more efficient than ever. Experience a streamlined approach like never before. Introducing Agreemint.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

Loio is a digital solution for managing legal agreements, allowing users to draft, complete, and electronically sign legally sound documents. It’s ideal for entrepreneurs, independent professionals, and anyone who needs a dependable contract without delays. With Loio, preparing legal paperwork becomes straightforward and can be done in just a matter of minutes. The service includes a large collection of more than 2,500 flexible templates tailored to various business purposes. Contracts are created through an interactive question-based process, documents can be edited using an advanced built-in PDF editor, and final signatures are added securely through Loio Sign — all within a single platform. The experience is designed to be efficient, user-friendly, and practical for everyday business tasks. Each document template available on Loio is developed and verified by qualified legal experts to ensure precision and adherence to applicable state regulations. Whether you need a lease agreement, service agreement, NDA, or another legal document, Loio provides everything necessary to complete the process quickly, safely, and with confidence.

Memtime is a time-tracking tool for Windows, Mac OS & Linux that automatically records every minute you spend on different projects. Memtime runs in the background and tracks every computer activity to the second. It doesn't matter if you are working in different programs/files or every e-mail tab, browser tab, calendar entry, or even your browsing history. This allows you to focus on your work while the tool visualizes your entire working day as a timeline. You can see what you have done in the day and you can make time entries by clicking & dragging. Memtime cannot be used to monitor processes. All data is saved only on your device. No boss, no colleague, and not even us at Memtime, can see what you've done. Memtime integrates seamlessly with +25 project management tools. This allows you import all your projects, track time on them in Memtime, and export all your time entries in one click.

Software that makes workflow at law firms structured, accurate and efficient. Iolite provides AI-based state of art technology integrated with EUIPO, UKIPO, USPTO, WIPO, India and other major IPOs which aids the Trademark portfolio managers to make their business flow process simple, swift, accurate, and efficient manner which in turn make their day to day process faster, easier, and eliminating the manual efforts to gain the better productivity. Iolite is an administrative software that manages Trademark portfolio managers' workflow. It includes correspondence, reminder alerts for renewals, hearing dates, due filing, and submissions to eliminate errors. Iolite is a user-friendly interface that makes the office of IP Attorneys and Advocates, Solicitors and Trademark Agents completely paperless.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

Trusted by 200+ global industry leaders like Honda Cars, Colgate, AstraZeneca, Adani, etc. Volody CLM by Volody is an Agentic AI-powered Contract Lifecycle Management (CLM) platform built to revolutionize how your enterprise handles contracts. We are proud to be known as one of the most user-friendly and easy-to-use tools on the market, helping organizations achieve tangible results like an 84% reduction in contract turnaround time and a 70% boost in team productivity. Our flagship Agentic AI doesn't just assist—it acts. Imagine an AI that autonomously reviews contracts for risk, suggests clause improvements, triggers approval workflows, and ensures obligations are met without manual intervention. This is the future of contracting: less administrative burden, more strategic impact. With a powerful MS Word add-in and fast, no-code implementation, Volody gives you enterprise-grade power without the complexity. Key Capabilities: Agentic AI for Autonomous Contracting: Our AI acts on your behalf to review risk, optimize clauses, and track obligations, freeing up your teams for high-value strategic work. End-to-End Lifecycle Automation: Manage everything from request to renewal in one unified platform. Real-Time Business Intelligence: Transform static contract data into live, interactive dashboards. Seamless MS Word Add-In: Empower your teams to draft and collaborate with AI-powered suggestions directly inside the tool they already know and love. Fast Implementation & No-Code Customization: Get up and running in weeks, not months. Centralized Smart Repository: Securely store all contracts in one place with AI-powered search, automatic metadata tagging, version control, and complete audit trails for ultimate visibility and compliance.