Best Legal Software for Freelancers - Page 2

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

It was something that was rarely discussed. But now, you can use it to increase your productivity. The tool does not require you record time, start/stop times, or tag time to customer. All of this can be automated for ease-of-use. Rombi Productivty helps you to stay focused on your work while Rombi Productivty takes care of your time tracking and productivity, timesheets billing, and work-life balance. You read that right, "work-life balance". This is the first tool on the market to measure work-life balance. This tool can also be used to maintain work-life balance.

Contract Corridor serves as an advanced Contract Lifecycle Management (CLM) solution aimed at assisting organizations in the creation, negotiation, approval, storage, and oversight of contracts throughout their entire lifecycle. The platform simplifies pre-signature processes, which encompass activities like request intake, template-driven drafting, clause standardization, negotiation, version comparison, approvals, and obtaining signatures, while also handling post-signature responsibilities by utilizing automated alerts and notifications for significant milestones, extracting metadata, configuring workflow routing, maintaining audit trails, and generating reports. With its secure repository, Contract Corridor acts as a centralized source of truth for various entities, regions, and contract types. It is fully compatible with Microsoft 365 applications including Word, SharePoint, Teams, and Outlook, promoting seamless teamwork without causing duplication or disrupting workflows. In addition to boosting visibility and safeguarding revenue, Contract Corridor minimizes risks, enhances compliance, and equips organizations to make quicker, data-informed decisions. This comprehensive platform ultimately transforms the way contracts are managed, fostering efficiency and collaboration across the board.

Justice Accelerator is a holistic solution that integrates comprehensive Courts Management Centers, Arbitration and Conciliation Management Centers, simplifies case-management and optimizes dispute resolution. The Digital Inheritance Platform allows you to securely create, register and manage digital wills. JA includes a comprehensive and simple to use Membership Management Portal that allows institutions to register, monitor and track all memberships and requests. With Justice Accelerator, we leverage emerging technologies like Artificial Intelligence, cloud computing and Blockchain/Distributed Ledger Technology to create a one-stop, data analytics system that streamlines legal and judicial processes and makes them paperless, customer-centric and highly efficient.

Intradyn's email archiving solutions are trusted and reliable, safeguarding your organization in the face of potential litigation, eDiscovery requests, or Right to Know inquiries. Gain peace of mind knowing that your emails will remain secure, searchable, and readily accessible. Intradyn offers diverse, innovative archiving solutions designed to address various business challenges, from regulatory compliance to legal matters. Our versatile products cater to all industries and can be customized to suit your specific environment through different deployment options. Experience the power of comprehensive social media archiving across multiple channels effortlessly accessed through a unified interface. Our solution ensures compliance with regulatory requirements by maintaining all content in evidence quality. Capture, categorize, and index all mobile content, including MMS and SMS, empowering you to retrieve crucial information whenever needed conveniently. Real-time archiving capabilities effectively preserve all mobile communications for future reference.

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Do not get lost in unmanageable tools. The E3 Platform allows you to quickly process all types of digital evidence with an easy interface, efficient engines, and an effective workflow. E3:UNIVERSAL version is designed to handle all data types, including hard drive data, smartphones and IoT data. No more need to adjust your tool according to the type of digital data that you have. The E3 Forensic Platform seamlessly integrates a wide range of evidence into one interface. It allows you to search, analyze, review, and report on digital data from all digital sources. Computer forensics is focused on bits and bytes in a file system. This can contain valuable data that could be crucial to your investigation. The E3 Forensic Platform can be used to break down data from old FAT file systems to newer file systems such as Xboxes.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

FormKiQ is a document management system that can save you months of development time while lowering costs. This is due to its scaleable architecture, built on AWS best-in-class cloud technologies. Based on its API-forward design and robust front-end client, FormKiQ can be headless or web-based, or a little bit of both. And no matter how you integrate, you get 100% of the code, and none of the agony of building document management software from scratch. NOTE: along with the Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system.

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.

Claims and Litigation Management Software for Captive or Risk Retention Group property or casualty claims. Direct Claim Solution provides a complete system that manages vendor, claims, and policy management for Self-Insured programs, Captive programs, or Risk Pool programs. This tool provides industry-specific tools for analyzing and investigating law. Modules for litigation management, subrogation, loss recovery and document management are included. The Merge feature allows for easy email or letter creation. The robust report screen allows management to query multiple conditions of claims by date ranges, state of loss and exposure type. External service providers can access the system and populate the fields as required to speed up reporting and collaborative analysis. See our website at www.directclaimsolution.com

MochaDocs is the cloud for contracts. Permanent access to the most recent version and the latest technology. Access to detailed contract information. All tasks, addendums, and information are well-organized. Dashboards are useful for quickly finding key data. You can easily create contracts with more contractors than one. Notifications and dashboards communicate precisely which actions must be taken at what moment. Notifications will allow you to have full control over the execution of contractual tasks. Two-factor authentication (2FA), is used to gain MochaDocs Access. It involves two steps that must be completed successfully. Each contract has its own procedure and a hierarchy. You can create different entities, such as legal, geographical or department/business units entities. You can easily create contract templates and keep track of important notifications. The automated authorization will indicate who can view which information.

Outlaw Practice is business and practice management software, made specifically for the challenges facing solos and small firms. To be a successful firm owner, you need to view your practice as a business, first and foremost. That means you need to have a handle on every part of your business, not just the legal work! You need to understand your marketing campaigns, sales pipeline and financials. Competing products pay lip service to these areas by talking about intake. Intake has nothing to do with marketing, and is the last step in your sales strategy! Our mission is to make you profitable. We start off by assuming that you are already an excellent attorney, and need help running a business. Because that’s what you are doing, whether you realize it or not. The founders of this business are experienced attorneys and an entrepreneur with deep experience in sales. Together we built a system that will help you master your business and rapidly increase your profits.

Matters DM offers smaller law firms a free, simple, and effective document management solution, serving as a modern alternative to traditional file systems. Our website provides a tutorial, installation instructions, and a software download link. You can also check out our Demo page for guidance on accessing a fully functional live repository. Feel free to explore and see if Matters DM is the right choice for your firm.

ProTempus is a cloudless and secure law office practice management solution that's designed for small and solo law firms. ProTempus is equipped with powerful technology that keeps data local and not on the cloud. This allows authorized staff to access important data through a shared database. This world-class, fully comprehensive system features quick time capture, enhanced contact and party management as well as precise billing and document management. It also includes AR, AP and GL accounting. It syncs with Outlook calendars and emails. You can enter billable time while you're away from the office using the Calendar sync. ProTempus offers a free 30 day trial and data imports from your existing software. This will ensure that ProTempus is a good fit in your office before you pay anything. There is no long-term contract. ProTempus can be stopped if your needs change or ProTempus is unable to meet them. This notice can be given within 30 days.

Time tracking, legal billing, case management, scheduling and invoicing are all available on Mac. With remote access, easy data syncing across devices and support for teams, it includes evergreen retainers, LEDES billing, customizable advanced billing settings for attorneys, and remote access. TimeNet Law was created exclusively for macOS. It is a native, powerful and fast application that runs on your Mac. Access to your data is available on your device without any monthly fees. Use Dropbox or iCloud for data sync, remote access, and team access. TimeNet Law was created based on thousands of attorney feedback. It is the only legal management application for Mac that does not require internet access or clunky web applications.

Procure Xperts is a SaaS-based procure2pay software solution for all sizes of organizations. Our eProcurement software saves time and money while managing supply chains. It also saves valuable business time for our customers. A Procurement Software that streamlines procurement management processes, while saving time and money for your employees. Procure Xperts provides result-oriented procurement software solutions. Our top priority is to push the boundaries and bring out the best in our clients so that they can deliver desired results for their customers. At Procure Xperts, customers come first.

Over 200 universities and research institutions have increased their revenue, simplified invention disclosures and filed more patent applications through Wellspring for Tech Transfer. Our 30+ modules and plug ins are used by TTOs of all sizes to manage all aspects of technology transfer. Our software can be customized to meet user needs. Wellspring for Tech Transfer is designed to fit the needs of leading organizations. Wellspring's expertise is trusted by the top tech transfer offices all over the globe.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Clockify is the the most popular free time tracker for teams, used by millions around the world. Clockify is a time tracker and timesheet app that lets you track work hours across projects. Unlimited users, free forever. Clockify makes it simple to track employee hours, create staff work schedules, see everyone's availability, make adjustments when allocating tasks, and control costs and overall budgets.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.