Assembly Trialworks Integrations

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Uptime Legal’s solutions provide a secure, legal‑centric IT infrastructure that handles everything from unlimited help‑desk support to private‑cloud hosting, eliminating the burden of on‑site servers. Uptime Manage ensures systems stay online, data remains secure, and teams can focus on clients. Uptime Cloud hosts all software, documents, and data in a secure private cloud, enhancing security and allowing firms the freedom to work anywhere. Uptime Applications helps firms deploy and optimize software like Actionstep, Clio, and NetDocuments with proper workflows, data migration, training, and ongoing support. LexWorkplace enables firms to search, manage, and collaborate on documents with advanced search, AI tools, and seamless Outlook/Office integration.

Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.