Business Software for Clio - Page 3
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Nexa
Nexa
Let our 24/7 virtual receptionists handle your calls, texts, chats, emails, sales and scheduling. Our answering service is always open for your customers. We do more than just answer phone calls. Our bilingual and highly trained virtual receptionists help grow revenue and deliver a premium customer experience for businesses of all sizes. Whether you’re an SMB looking to punch above your weight class or a large enterprise seeking scalability and staffing, Nexa's virtual receptionists have you covered, in both English and Spanish. Anytime one of our expert virtual receptionists picks up the phone, your customers will think they’re speaking directly to someone in your office. Nexa receptionists are trained in your industry and make it possible to handle more calls quickly and with greater accuracy. Our experts qualify incoming leads, reach out proactively to prospects and answer every incoming call with total professionalism.Starting Price: $200 per month -
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TomaCRM
TopofMindTech
The Top-of-mind awareness (TOMA) CRM helps small businesses improve their online presence, generate more traffic to their sites, and ultimately generate more business by making contact with existing or potential customers quickly and easily. TopofMind provides services related to the following: - Online Reviews, SMS Messaging, Web Chat, CRM, Scheduling your Sales - Automate your online reviews with a few simple clicks & respond to reviews in 1 place - Manage your messages with a single inbox for text, Facebook messages, Google messages, and more - Convert more website visitors into leads & sales conversations with Webchat - Easy text 2 pay client invoicing. Simplify your client invoicing & get paid faster. - When you're away, have TopofMind MarTech follow up via text so you never lose another customer - Grow your audience & know where new leads are coming from - Improve your ratings, build your reputation, and get found onlineStarting Price: $197/per location -
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AnswerForce
AnswerForce
Let AnswerForce be your voice, whenever you need it. We can help grow your business by handling every call with professionalism and personality. Our virtual receptionists support you 24/7, allowing you to save on the cost of missed opportunities and focus on what truly matters: your customers. Our virtual receptionists will answer your calls when you're unavailable. We'll send you detailed reports, containing important call information. Greeting every caller, our friendly virtual receptionists can patch calls through to you or your team per your call handling instructions. Efficient AnswerForce receptionists will schedule appointments on your behalf, and will send you timely reminders. Professional AnswerForce receptionists will capture and qualify leads for you, enabling you to focus on growing your business. Ensure more of your callers reach a professional and caring voice with a bilingual answering service.Starting Price: $279 per month -
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VXT
VXT
Capture 40% more time from calls with automatic time entries and file notes after every call with your clients. Win more placements and prevent disputes by saving each call with your candidates in your CRM and ATS automatically.Save time on compliance and risk by recording your calls so you can focus on assisting clients. VXT offers flexible solutions for any business that wants to put their customers first. VXT voicemail enables you to set up smart greetings for all of your contacts so you can personalize their experience. VXT Voicemail is cloud software so you can access your voicemails from anywhere on any device. You can record the call just like you would a normal phone call. This can then be transcribed directly into your notes.Starting Price: $52.50 per user per month -
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QuickBooks Online Advanced
Intuit
Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.Starting Price: $100 per month -
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Nekton.ai
Nekton.ai
Just use plain English to describe your workflow steps. If the step can be automated, Nekton AI will write automation code for you and run it in the cloud. It's easy to get started, and you don't need to learn any complicated tools. Nekton integrates with thousands of services and can automate different business and personal workflows. Collect input from users and use it in automation. Send a link to your workflow to others, so they can run it. No sign-ups are required. Nekton AI can automate highly-customized tasks, and you don't need to learn complex platforms or hire developers. Mix manual and automated steps in a workflow, and automate things gradually as needed. Automation runs in the cloud, so you don’t need to set up and maintain any infrastructure. Run automation locally on your computer or use services that are not accessible from the Internet. Process small-to-medium amounts of data.Starting Price: $9 per month -
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Redactable
Redactable
Redactable is a cloud-based tool that helps organizations remove sensitive information from PDF documents. Powered by AI, it automates the redaction process, offering significant time savings and improved data protection over manual methods. Designed for businesses, legal firms, and government agencies, Redactable overcomes the common challenges of manual redaction. It eliminates the risk of incomplete redaction that often leaves sensitive data exposed. Redactable solves two key issues: incomplete data removal from black box overlays and the neglect of hidden metadata. By fully redacting both visible content and metadata, Redactable provides a complete solution for document security. Key features include AI-driven automated redaction, permanent removal of sensitive data, OCR for scanned PDFs, metadata protection, and integration with cloud services like Box, Clio and OneDrive. Redactable meets rigorous security standards, including SOC 2 Type II, GDPR, and HIPAA compliance.Starting Price: $19/user/month -
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Precise API
Forwardly
The Precise API offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API supports all leading accounting platforms with real-time push and pull functionality and is ideal for financial institutions, lenders, and fintechs that work with small and medium-sized businesses. A powerful add-on for the Precise API, Predict as a Service supports your business clients with a premium, white-label cash flow forecasting and scenario planning portal. Keep eyes on your products with a cash flow solution that will give your clients a reason to keep business data connected and engage with your brand for their financial needs.Starting Price: $5 per month -
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Proof
Proof
Enjoy a hands-off experience with a service operations manager who will keep track of all attempts made, solve any issues, and keep you updated every step of the way. Experience faster serve management, reliable servers, and a transparent, trackable process. We know how tedious and time-sensitive process serving can be. Proof opens you up to a national network of vetted servers and tracks everything online to make your life easier. With Proof, the heavy lifting is all automated—you give us the information you have, and we fill in the rest. Gather data on your serves in easy-to-read formats ready to be filed, exported, and shared on the go.Starting Price: $50 one-time payment -
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Legalbook.io
Legalbook.io
Legalbook.io is an AI powered contract review platform that assists lawyers, law firms and & legal teams to assess risks, alternate suggestion on clauses and auto-redlines contract in under 3 minutes. The vision of Legalbook is to futurize and transform contract process with AI from Drafting, Review, Negotiation support to execution of contracts along with advanced features of Deal room and sensibility analysis.Starting Price: $45/month -
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ClockAssist
ClockAssist
ClockAssist automatically tracks your workday and is your perfect memory-aid while logging your time. Now you will never forget your activities and make sure your timesheets are complete and accurate. Time tracking is a hassle and a frustrating acitivity. ClockAssist will automate the timetracking and make sure you got all your activities right where you need them when you filling in your timesheet. We even have integrations with CRM systems to make it even easier!Starting Price: $7 -
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Launch Control
Launch Control
Rely on the highest deliverability rate in the industry, built-in compliance features, a steady stream of ‘quality’ leads, and the dependability of support from a 24/7 dedicated customer success team. Ignite your end-to-end customer text marketing interactions and skyrocket revenue. Automate thousands of customer touchpoints for effortless activation, captivation, and satisfaction, all tailored to your customer’s unique preferences. Response-driven conversational AI for better outcomes is here. User-friendly text marketing with rich features. Seamlessly connects and integrates with your favorite tools, from your customer service and review platforms to email marketing, and more. Grow your business with ongoing assistance from a team of individuals ready to work side-by-side with you to optimize your text marketing channel, ensuring you’re always teed up for success. Our expert team will help you unlock tailored strategies to reliably reach your audience and increase your revenue.Starting Price: $497 per month -
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Peaka
Peaka
Integrate all your data sources, relational and NoSQL databases, SaaS tools, and APIs. Query them as a single data source immediately. Process data wherever it is. Query, cache, and blend data from different sources. Use webhooks to ingest streaming data from Kafka, Segment, etc., into the Peaka BI Table. Replace nightly one-time batch ingestion with real-time data access. Treat every data source like a relational database. Convert any API to a table, and blend and join it with your other data sources. Use the familiar SQL to run queries in NoSQL databases. Retrieve data from both SQL and NoSQL databases utilizing the same skill set. Query and filter your consolidated data to form new data sets. Expose them with APIs to serve other apps and systems. Do not get bogged down in scripts and logs while setting up your data stack. Eliminate the burden of building, managing, and maintaining ETL pipelines.Starting Price: $1 per month -
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Refocusly
Refocusly
Refocusly is an all-in-one software solution designed to save time for your business and optimize your marketing, customer, and employee management processes with the help of automation and AI. Elevate your business with Refocusly, our all-in-one software solution, designed to optimize your marketing, customer, and employee management processes with the help of automation and AI. Work smarter, not harder, and refocus on what you love today. Refocusly offers groundbreaking automation and services for you, your customers, guests, and employees. Refocusly optimizes your business. Say goodbye to manual tasks. Your time-saving assistant, with a fully automated booking process. Say goodbye to manual booking tasks with our automated booking system. Enjoy customizable SMS and email templates for seamless communication and one central pipeline for easy tracking. Refocusly streamlines the entire customer communication and relationship management process, covering everything.Starting Price: $115 per month -
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AgileLaw
AgileLaw
AgileLaw provides cloud-based mobile solutions for attorneys. Its flagship product enables attorneys to manage the entire deposition process by replacing stacks of printed document exhibits with a tablet device. Conducting paperless depositions with AgileLaw saves attorneys time and money and lets them focus on serving their clients more effectively and efficiently. Find and share any exhibit in 30 seconds or less. 20% more time to ask important questions during your proceedings. Get everyone on the same page instantly. Organize every case exhibit using simple a drag-and-drop web interface. Take remote depositions like a pro without the limitations of simple screen sharing. Introduce and mark exhibits using our web, iPad, Android, and Surface apps. Introduce non-standard exhibits like Excel spreadsheets, Office documents, and Video or Audio files. Recover 100% of your expenses using monthly cost-allocation statements.Starting Price: $250 per month -
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ScoreDetect
ScoreDetect
Boost your audience’s trust, so your work stands out from others. We offer ways to help you display trust markers so that you can show your audience that you are the original creator. ScoreDetect has you covered with a fast, easy, and secure way to protect your digital content with the most integrations in the industry we know of. We can also assist you with your technical integrations in our Enterprise plan. ScoreDetect is an official partner of the SKALE blockchain, an eco-friendly blockchain with zero gas fees and a sustainable, predictable cost model. SKALE reduces the high energy usage associated with blockchain mining and transaction fees, making it an environmentally-friendly blockchain solution. Reduce your carbon footprint with our eco-friendly blockchain technology.Starting Price: $11.31 per month -
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DivorceHelp123
DivorceHelp123
DivorceHelp123 provides feature-rich online solutions for your deep and complex practice-area-specific needs such as financial statements, child support calculations/worksheets, and asset distribution reports. DivorceHelp123 client app and integration with Clio eliminate double and triple data entry for your staff to drastically reduce errors, frustration, wasted time, and delays in the financial disclosure process. DivorceHelp123 gives your clients an effortless experience, helping your firm to increase return business and referrals. 123 provides powerful decision-making tools such as scenario comparison reports to give your clients clear visibility of their options and how various what-if scenarios would affect their outcomes. DivorceHelp123 has served thousands of Family Law professionals and their clients in Colorado and is currently being validated by family law firms nationwide.Starting Price: $35 per month -
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Samey
Samey
Samey AI is an AI-powered work assistant designed to streamline operations for legal, finance, and accounting teams by integrating seamlessly with existing tools and data sources. It offers an enterprise-grade search engine that allows users to instantly locate documents, emails, and files across platforms, centralizing information for quick and efficient access. With one-click, no-code integrations, Samey AI connects various applications, eliminating the need for APIs or coding. Its Workflow Agents enable scheduling and automation of recurring tasks, daily, weekly, monthly, or yearly, allowing teams to focus on high-priority projects. Samey AI ensures data security by storing information on users' systems, not on external servers, and supports integration with various tools.Starting Price: $26.88 per month -
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Demand Funnel AI
Demand Funnel AI
Demand Funnel AI is an all-in-one, AI-powered sales and marketing platform tailored for small businesses and solopreneurs. It integrates CRM, workflow automation, multi-channel messaging, reputation management, and AI assistants into a single platform. Users can organize leads, automate follow-ups, engage customers via email, SMS, chat, and social media, and manage appointments, all from a unified interface. It offers customizable templates for various industries, including local services, real estate, legal, health & wellness, and marketing agencies. With features like automated review requests, AI-generated responses, and smart calendar booking, Demand Funnel AI aims to streamline business operations and enhance customer engagement. It consolidates multiple tools into one, potentially saving businesses over $1,500 monthly. It is designed to be user-friendly, requiring no technical expertise, and offers flexible pricing plans to accommodate different business needs.Starting Price: $89 per month -
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Immediation
Immediation
Immediation is a comprehensive online dispute resolution platform designed to streamline and simplify the process of mediation, arbitration, adjudication, and automated negotiation. Tailored for legal professionals, including mediators, arbitrators, and law firms, the platform offers a suite of over 30 purpose-built tools that facilitate secure, efficient, and user-friendly dispute resolution. Key features include automated intake forms, customizable workflows, case and panel management, financial tools for invoicing and payments, and a secure client portal. It supports seamless video conferencing, real-time transcription, exhibit management, and document sharing, ensuring a comprehensive digital environment for all parties involved. Immediation is ISO27001 certified, ensuring high standards of security and compliance, and integrates with platforms like Microsoft Teams and Clio to enhance functionality.Starting Price: $49 per month -
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Dialpad Support
Dialpad
Dialpad Support is a next‑generation AI‑powered contact center platform that empowers agents with real‑time tools to exceed customer expectations. It leverages self‑service virtual agents and AI chatbots to handle routine inquiries, reducing resolution times and freeing human agents to focus on complex issues. The system provides live coaching via AI‑driven scorecards and actionable insights, enabling managers to monitor agent performance, deliver in‑call guidance, and optimize workflows. Built‑in Contact Center AI analyzes voice and chat sentiment to surface friction points, while customizable dashboards and real‑time analytics track key metrics such as average handle time, CSAT scores, and forecasting accuracy. Seamless integrations with Salesforce, Zendesk, Microsoft Teams, Google Workspace, HubSpot, and more centralize interaction history and customer data. Its dual‑cloud architecture ensures enterprise‑grade resilience with a 100% uptime SLA, robust disaster recovery, etc.Starting Price: $15 per month -
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DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
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Retently
Retently
NPS Software designed for your business. Send a single question Net Promoter Score® survey and start collecting, analyzing and acting on the received customer feedback. Our automated survey platform will help you acquire higher response rates, actionable customer feedback and maximum business growth. Run multiple campaigns to survey different audience segments based on pre-defined schedules or events triggered in another app. Combine email and in-app templates to reach your customers on the channels they're most likely to engage with your surveys. Customize the survey templates’ styling and language, and personalize the follow-up question based on the provided feedback. Ensure a greater response rate by using your domain, A/B testing subject lines and having your audience checked for deliverability. View all the surveys that were sent to your audience and keep track of the ones scheduled for delivery. Easily automate various processes and create custom scenarios by using workflows.Starting Price: $39 per month -
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#1 Legal Booking & Scheduling Software for Law Firms.Starting Price: USD$20.00/month/fee earner
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Alt Legal
Alt Legal
You will with Alt Legal. We provide powerful automation within an intuitive platform to help thousands of professionals manage global trademark portfolios. One-click reporting, client collaboration tools, personalized reminders and §2(d) trademark watch extend Alt Legal’s value beyond the docket. Create, manage, and analyze global trademark and other IP filings with software specifically designed to make trademark professionals’ lives easier. Alt Legal takes a different approach to automation, and that difference drives automation beyond simply populating and refreshing records. Our software automatically identifies, dockets, and updates USPTO trademark filings and deadlines. Beyond our direct USPTO and CIPO connections, we integrate with CompuMark to provide data and calculate renewal and use deadlines for 180+ additional jurisdictions. Alt Legal’s calendar integrations and daily, personalized email alerts with upcoming deadlines and recent changes to your filings. -
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FactBox
Lynx Workflow
Connect key facts to the source documents and issues in your case. Everything stays dynamically organized and integrated. No more outdated chrons. Everyone's work is connected, accessible and organized.Starting Price: $45 per user per month -
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Heymarket
Heymarket
Heymarket gives you the power to communicate with customers on any messaging channel using one shared inbox. Heymarket is a business texting platform built with teams in mind so anyone can get up and running fast and securely integrate the tools you use every day to manage customer relationships. Your customers are messaging across SMS, Facebook, WhatsApp, and more. You should be, too. Heymarket’s business texting app gives you omnichannel capabilities to reach your customers where they are, on their phones. Messaging your customers is far more effective than almost any other form of communication. Text messaging has a 98% open rate and over a 50% reply rate. Heymarket lets you harness that power at scale using a texting service for businesses of all sizes. Heymarket pairs enterprise-grade security with unparalleled productivity. Route and assign messages to the right team member, collaborate in real time with private messages, and see how two-way conversations move faster.Starting Price: $49 per month -
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ClientRock
ClientRock
Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.Starting Price: $75 per month -
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Case Status
Case Status
Case Status is the leading legal tech company for client engagement with a vision to redefine how law firms interact with their clients. Our innovative, secure software platform and intuitive 5-star rated app simplify client engagement by providing real-time updates, secure messaging, and AI-powered insights to keep clients informed every step of the way. Seamlessly integrating with case management systems, Case Status streamlines communication, boosts client satisfaction and drives positive reviews and referrals. Our goal is simple: to enhance the experience for both clients and attorneys. -
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ROSS
ROSS Intelligence
Make today the last day you dread legal research. ROSS is a legal research platform that makes your research fast and easy using artificial intelligence. Sign up for as low as $69 per month, no hidden fees. Be confident that your research is complete using artificial intelligence. ROSS is the fastest way to find the most relevant cases. ROSS is far easier to use than Westlaw and LexisNexis. You can focus your research by emphasizing the unique facts of your case. ROSS tags and highlights matching text. Get to your strongest arguments more quickly by identifying cases with the same procedural posture presented by your case. When multiple algorithms report a high degree of confidence that a case is relevant, ROSS identifies the case as a Deep Match. Searches that took hours take minutes with ROSS. ROSS offers complete collections of United States federal and state cases, federal statutes and regulations, selected state statutes and regulations, and more.Starting Price: $125 per user per month