IntelliPad CRM

IntelliPad CRM

Versys Software
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About

IntelliPad by Versys Software is designed for Legal Marketing automation for law firms and other business and professional organizations requiring advanced maintenance and development of client contacts. IntelliPad user experience operates through a standard Microsoft Outlook environment for ease of use with some added data fields to provide more in-depth client knowledge. IntelliPad CRM is a powerful marketing platform that is feature-rich and constantly updated. Explore this website for detailed product descriptions and screen images of key product functionality. Meet your legal marketing and relationship management goals without any unnecessary complications by using IntelliPad. Empower your attorneys to have the most current and relevant relationship information possible at hand, either on their mobile device or desktop, as quickly as it’s known to anyone in the firm.

About

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms searching for a solution to manage and improve their operations

Audience

Law firms, Legal Departments, Government Agencies, Nonprofits

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Versys Software
intellipadcrm.com

Company Information

Litify
Founded: 2016
United States
www.litify.com/

Alternatives

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Peppermint CX365

Peppermint Technology

Alternatives

Assembly Neos

Assembly Neos

Assembly Software
Law Ruler

Law Ruler

ProfitSolv
Fynsis Legal CRM

Fynsis Legal CRM

Fynsis Softlabs
lawsyst

lawsyst

ITsec

Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Spend Management Features

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

Integrations

Birdeye
Case Status
CaseworksPro
Docusign
ECFX Notice
Epiq Discovery
Google Calendar
Hona
Lexamica
Microsoft Outlook
NetDocuments
Proof
QuickBooks Online
QuickBooks Online Advanced
ReviewInc
Steno Connect
Steno Court Reporting
Titan
iManage
iTimekeep

Integrations

Birdeye
Case Status
CaseworksPro
Docusign
ECFX Notice
Epiq Discovery
Google Calendar
Hona
Lexamica
Microsoft Outlook
NetDocuments
Proof
QuickBooks Online
QuickBooks Online Advanced
ReviewInc
Steno Connect
Steno Court Reporting
Titan
iManage
iTimekeep
Claim IntelliPad CRM and update features and information
Claim IntelliPad CRM and update features and information
Claim Litify and update features and information
Claim Litify and update features and information