Business Software for Clio - Page 2
View:
-
1
Cyfe
Cyfe by Traject
Cyfe is a business intelligence platform that helps businesses of all sizes with KPI monitoring, search engine optimization, scheduling, social media marketing, custom reports, data export & archiving and more. Find the perfect online dashboard template, connect your data, and start monitoring your KPIs. Modify the template to meet your business needs. From zero to data in under 5 minutes, get started quickly with a free plan or one of our free 14-day trials. Create dashboards to visualize data for your individual departments, the C-suite or all of your clients. Everything from analytics, to sales, social, and online reviews. Pull data from popular services like Google and Salesforce with over 100 integrations and 250+ metrics included out of the box. Get set up in minutes by configuring pre-populated widgets including Google Analytics, Facebook Pages, Facebook Ads, Grade.us, SERPs, Moz, Twitter, Mailchimp, and Instagram.Starting Price: Free -
2
Text Request
Text Request
Text Request is the business texting platform built to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the noise and connect with customers whenever you want, wherever you work. Text Request is designed to scale with you, from one person handling a few conversations, to thousands of employees sending millions of messages, to custom solutions built on our API. Learn more about how we help busy business leaders like you with conversational texting and customer engagement on our website. The text messaging service crafted to cut through the noise, so you can connect with customers anytime, anywhere.Starting Price: $59 per month -
3
Formstack
Formstack
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
4
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
5
Gravity Forms
Rocketgenius
Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.Starting Price: $59 per year -
6
Wishpond
Wishpond Technologies
Reach new customers and increase sales, affordably. Get the all-in-one marketing platform you need to grow your business and a team of experts doing the work for you. Join thousands of companies that trust and use our marketing solutions on a daily basis. Get all the tools you need to create online marketing campaigns to boost sales and generate leads. Beyond all the tools, you can also get your own expert Marketing Team of copywriters, Facebook Ads and Google Ads Experts, designers, video editors, SEO specialists and more – all working towards your business goals. Build your dream website with the best website builder for small businesses. Use the builder’s powerful marketing tools to create a website that attracts more traffic and increases conversions.Starting Price: $299.00/month -
7
Rippling
Rippling
Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today. -
8
LawPay
AffiniPay
For more than a decade, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.Starting Price: $20 per month -
9
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
10
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
11
Verify 365
Verify 365
Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.Starting Price: $2,50 per verification -
12
NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits. -
13
InvoiceSherpa
InvoiceSherpa
Enhance your cash flow management by implementing an automated accounts receivable system to expedite invoice processing. InvoiceSherpa's state-of-the-art software effectively handles overdue invoices and seamlessly integrates with leading accounting platforms. InvoiceSherpa offers a comprehensive suite of management tools to streamline your accounts receivable processes, ultimately accelerating your cash flow cycle and enhancing your financial performance and client relations. * Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system.Starting Price: $49.00/month -
14
Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
15
Teamleader
Teamleader
As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?Starting Price: $25.00/month/user -
16
ForwardAI
ForwardAI
ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.Starting Price: First 25 Companies Free -
17
Memtime
Memtime
Memtime is a fully automatic time tracking tool for Windows , Mac OS & Linux, which captures every minute you spend working on different projects. While running in the background, Memtime tracks every computer activity down to the second - no matter if it's your work in different programs/files, every e-mail, browser tab, or calendar entry. That means, you can focus on your work, while the tool visualizes your working day as a timeline. At the end of the day, you know immediately what you've worked on - and make your time entries right next to it via click & drag. Memtime cannot be used for monitoring processes. All data is stored exclusively on your device. No boss, no colleague, not even us a Memtime can see what you've worked on. Next to fully automatic tracking, Memtime offers seamless integration to +25 project management tools. This allows you to import all your projects - track time on projects in Memtime - and export all your time entries with just one click.Starting Price: $14/user/month -
18
Easyflow
Easyflow
Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.Starting Price: $9 per month -
19
WiseTime
WiseTime
WiseTime is the first enterprise-level, autonomous timekeeping solution for legal. Our mission is to relieve professionals from the monotony and administration of timekeeping, so they can focus on the needs of their clients instead. WiseTime collates where your attention has been throughout the day into a private timeline, without needing any manual input. Led by our strong *privacy-first* principles, and in accord with the GDPR requirements, WiseTime puts you in complete control of your data. WiseTime connects to most leading practice management systems so that you can seamlessly send your time information to billing. No more manual time entries or start-stop timers.Starting Price: $10/user/month -
20
TrialLine
TrialLine
TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.Starting Price: $29/month -
21
Fastcase
Fastcase
Fastcase is a legal research platform that empowers lawyers to find answers fast. The service includes a nationwide database of cases, statutes, regulations, and court rules, as well as legal treatises. The company's Docket Alarm group tracks state and federal cases, allows extensive research of briefs, pleadings, and motions, and creates powerful analytics about cases. Fastcase now includes bankruptcy filing tools like NextChapter, legal news from Law Street Media, artificial intelligence tools in AI Sandbox, and a print publishing division, Full Court Press. Fastcase is a comprehensive research, analytics, news, and workflow platform for the modern law practice.Starting Price: $95 per user per month -
22
Nextiva
Nextiva
Nextiva is a feature-rich cloud-based unified communications service offered by Nextiva. Offering businesses more ways to communicate than ever, Nextiva helps to empower today's modern businesses. Whether on the desk or on the road, teams subscribed to Nextiva can enjoy seamless mobility, clear communication, and a scalable service. All conversations in one place with phone, SMS, video, and email together with customer experience and productivity tools. Reduce app fatigue by communicating with customers and teams from one tool. Get rid of productivity loss from not having the information you need, when you need it. Communicate with customers however they come to you and track their conversations and feedback in a single view. Learn more about our favorite customer engagement tools. Understand how your customers feel through every interaction.Starting Price: $19.95 per month -
23
Docketwise
AffiniPay
Combine multilingual questionnaires, robust case management and the first-ever CRM designed specifically for immigration lawyers. Docketwise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
24
Dealcloser
Dealcloser
We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!Starting Price: $149 per month -
25
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
26
Accelerate native API integration delivery to grow your SaaS platform and increase customer stickiness. Qlik Application Automation™ solves internal data silo challenges by helping SaaS companies scale native integration offerings. Give your customers speed and security with native integrations that move your dev team away from time-consuming, one-off development work and maintenance headaches to seamless connectivity and centralized management. Qlik Application Automation has a rapidly growing library of connected cloud applications. Join the ecosystem and start building integrations and automation workflows between your SaaS product and CRM platforms, ERP solutions, accounting software, and other cloud tools.Starting Price: $120 per month
-
27
Formstack Documents
Formstack
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.Starting Price: $29 per month -
28
Posh
Posh
You put in hard work to make your business successful. So do we. Our professional team of live virtual receptionists are eager to answer your calls and schedule your appointments, so you can focus on other important aspects of your business. Have us step in as much or as little as you like, we’re always waiting on the sidelines, at the ready 24/7/365. There when you need us, on call when you don’t. The Posh app puts you in total control of when your virtual receptionist steps in. So if you can’t answer? Posh can! And if you’ve got it, Posh is just a tap away. Every great partnership starts with an intro. Tell us about your business and how you would like your calls handled. We’ll transfer callers, schedule appointments, and take messages based on your preferences. Impress every caller and land more clients all while staying focused on what is most important to you. Use the Posh app or portal to set your status with ease. Are you accepting transfers? If not, we've got it.Starting Price: $54 per month -
29
PATLive
PATLive
Since 1990, we’ve been helping businesses with one of their most important assets, their phone calls. Let us show you how we can help your business deliver an engaging, helpful experience on every call you receive. PATLive virtual receptionists work just like a front-office receptionist, providing friendly service that will help your business make a great impression on every call. Customize how your calls are answered, you have complete control from “hello” to “goodbye”. Enjoy fast answer times, our average speed of answer is just 8 seconds. Deliver a great experience, we can help callers with many of the same things an in-office employee would. PATLive receptionists are trained and equipped to serve as a seamless extension of your business, delivering all the benefits of an in-office team, virtually. With our powerful apps, you’ll be amazed how similar your answering service experience is to the one you’d have with an in-office receptionist.Starting Price: $39 per month -
30
Abby Connect
Abby Connect
Impress callers, save time, and grow your business with a dedicated receptionist team. Prioritizing customer experience is proven to increase retention, satisfaction and revenue. Focus on what you do best and let us handle the busy work. Don’t let your clients hang up and call your competitors. Impress callers on their first interaction. Grow your business with your own professional, reliable, and personable receptionist team. Your assigned receptionist team truly becomes an extension of your business. From standard business hours to 24/7/365, we are here when you need us. We gather what you need to qualify, prioritize & assist your callers. We can book appointments using a tool that integrates with Outlook & Google. We deliver exceptional customer experiences for your Spanish-speaking callers. Don’t take a call you didn’t want, we’ll screen and announce all your calls. Better client experiences are a click away. Do customer care better while saving time.Starting Price: $299 per month