Alternatives to Upnetic

Compare Upnetic alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Upnetic in 2026. Compare features, ratings, user reviews, pricing, and more from Upnetic competitors and alternatives in order to make an informed decision for your business.

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    Act!

    Act!

    Act!

    Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.
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    Doola

    Doola

    Doola

    We'll help you incorporate a business in the United States, keep it compliant and legal year-over-year, and get paid easily via your bank, Stripe, or PayPal. You're not alone. One of the hardest parts of launching a US business is learning what you need to do and when. We'll guide you through it and process the paperwork. Choose our most popular Start Pack, which includes business formation, a registered agent, a free tax consultation, a US mailing address, digital document access, and more. You can also select additional add-ons your business needs, including a US Phone Line with a Utility Bill, an ITIN, annual compliance filings, and US IRS tax filings. We move fast and form your Company with the State. The timeline for this stage depends on the State's internal timeline. The State creates your Company, and we'll deliver all of your documents to you in a custom dashboard for digital access from anywhere. Incorporate your business with Doola today.
    Starting Price: $349 per year
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    ZenBusiness

    ZenBusiness

    ZenBusiness

    Get the fastest formation online with worry free services and support for your business. Our team of experts will file all your business paperwork quickly and accurately, guaranteed. You choose the filing option and add-on services that fit your needs like expedited filing speed, Employer Identification Number (EIN), Registered Agent, and Worry-Free compliance. Our team collects and files all the necessary paperwork with the State to form your business based on the plan and time-frame you select at checkout. This process can take a few days or a few weeks depending on the filing speed you select and the State’s internal processes and formation backlog. The documents include your business formation certificate and employer identification number (EIN) assuming you purchased that additional service. Our registered agent and worry-free compliance services ensure your company is always in good standing with the state.
    Starting Price: $49 per year
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    Inc Authority

    Inc Authority

    Inc Authority

    Be the leader in your life and make the entrepreneurial leap. Your innovation can be your freedom and fortune. With Inc. Authority, you can transform your ideas from problems, into possibilities. Let us help you get started! We are your free, easy-to-use one-stop online source to launch your startup business. Whether it’s a childhood dream or recent revelation, it’s time to regain control of your business ambitions. Be your own boss and decide your earning potential, with the structure and guidance you need to succeed. Starting your business online with Inc. Authority is effortless and provides the reassurance of support from our business startup specialists. Don’t delay, start your future today! Inc Authority will check your business name within your state. Inc Authority will prepare your entity formation documents and submit them to the state. Ensure you never miss a legal notice. Inc Authority will be your registered agent for 1yr.
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    BusinessAnywhere

    BusinessAnywhere

    BusinessAnywhere

    BusinessAnywhere is an all-in-one platform that helps global founders and digital nomads form and manage U.S. businesses entirely online. It streamlines every step — from company registration and EIN applications to virtual mailboxes, banking, and registered agent services — without the need for paperwork or office visits. Designed for entrepreneurs across 80+ countries, the platform offers transparent pricing and complete control through a single dashboard. Users can track filings, manage compliance, access corporate documents, and forward mail effortlessly. Backed by 20+ years of experience, BusinessAnywhere simplifies U.S. business formation with expert support and fast turnaround times. Whether you're starting fresh or maintaining an existing company, BusinessAnywhere makes business management seamless, secure, and location-free.
    Starting Price: $20 per month
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    NationalRegisteredAgent.com

    NationalRegisteredAgent.com

    NationalRegisteredAgent.com

    Do you require a professional and reliable National Registered Agent for your Limited-Liability Company (LLC), Corporation or other business entity? If so, you have come to the right place! No matter where in the U.S. you require statutory representation, NationalRegisteredAgent.com has you covered in all 50 states as well as the District of Columbia! NationalRegisteredAgent.com offers the highest quality "Big 4" registered agent and compliance services at "industry low" pricing while still giving you online compliance features for free that our much more expensive competitors charge extra for. Our team of experienced professionals is standing by to assist you! Annual Registered Agent Service as low as $50/year with multiple year orders! See order form for details! NationalRegisteredAgent.com, LLC (NRA) is a service company designed to provide various business services.
    Starting Price: $50 per year
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    Company Formation MadeSimple
    Simple company formations. More than 1 million companies formed, with over 9,000 reviews rated 97%. Most companies are formed within 3 working hours. Packages start from £12.99 and you can rest assured there are never hidden costs. Company Formation MadeSimple was set up as part of the MadeSimple Group in 2002. Since then we have made setting up a business simple for budding entrepreneurs across the UK and world, providing registration services to thousands of people, from accountants where registering a business is a daily occurrence, to beginners who've never started a business before. We're a Companies House authorized agent. Since we began we have pioneered registering businesses online and become an authorized E-filing agent of Companies House, the body responsible for UK limited company formation. Once you've used our online company formation service to start your business, you can take advantage of unlimited support from our support team.
    Starting Price: $18 per month
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    incorporate.com

    incorporate.com

    incorporate.com

    Ready to form an LLC, Corporation, or Non-Profit? At incorporate.com, we provide everything you need to start and maintain your business. Form and incorporate your business in a few simple steps. Choose the entity type for your company, conduct a business name search, and start your new business today! Find the right state to incorporate your company. CSC offers incorporation services in all 50 states and the District of Columbia. Once incorporated, make sure your business stays in compliance. Our Registered Agent service monitors your company’s status and ensures that you meet critical, time-sensitive deadlines. No matter where you're headquartered, incorporating in Delaware could be a great move for your balance sheet. Decide how you want to incorporate and register your company. An LLC is a great way to start a new company. Incorporating your business this way protects your personal assets, and gives your business legitimacy.
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    LegalZoom

    LegalZoom

    LegalZoom

    LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional.
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    InCorp

    InCorp

    InCorp

    InCorp offers National Registered Agent Services in all 50 states, DC, USVI and PR. Whether you are contemplating having InCorp form your new business entity, are filing your own entity and need a national registered agent service, or are just looking to upgrade your existing registered agent service from your current registered agent service provider, InCorp, The Premier Registered Agent Service® is the best choice for comprehensive and accurate services at an attractive price! When you file with InCorp, you receive access to our Entity Management System where you can keep track of compliance events using our compliance calendar, view and/or store your corporate documents from anywhere, track your forwarded mail, pay your invoices and order additional services, all at no additional charge! View, upload all of your state filings, corporate documents and statuses via your desktop internet browser or with our EMS App!
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    Legalinc

    Legalinc

    Legalinc Corporate Services Inc.

    Legalinc is changing the way legal services are executed and delivered. We enable legal teams to become more efficient and more profitable by automating business formation, filing & compliance tasks with scalable solutions. With Legalinc’s interactive, easy-to-use interface you can purchase filings, order registered agent services, maintain compliance, and much more. By integrating with Legalinc, you can execute your services more efficiently by taking manual data entry completely out of the equation. Give your clients the ability to digitally purchase formations and other filing types directly from you. Legalinc does the work while you collect the revenue. Thousands of law firms and in-house legal teams are becoming more efficient by using Legalinc’s Entity Management platform. Streamline your business formations, registered agent services, annual report filings, and much more with Legalinc’s feature-rich Entity Management platform.
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    Northwest Registered Agent

    Northwest Registered Agent

    Northwest Registered Agent

    We charge $40 a month for our premium, unlimited US mail forwarding service, available in a growing list of states, including Delaware, Florida, Idaho, Washington, Montana, Texas and Wyoming. You can use the unique address and suite number provided by our mail forwarding service on your company letterhead, your website, and your bills. With our registered agent service, we also provide free limited mail forwarding in every state. And with all of our services, we give you Privacy by Default® and the support of our Corporate Guides®. Choose from addresses in WY, DE, FL, MT, TX, WA, or ID for our full service mail forwarding. Top-of-the-line business services with the privacy protection & client support you deserve. Mail forwarding services accept your mail at a physical location and forward it to you. Unlike USPS mail forwarding, Northwest can provide your business with a permanent mail forwarding solution.
    Starting Price: $40 per month
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    Bizee

    Bizee

    Bizee

    We make incorporating a company as easy as possible, so you can focus on the important things. Beyond free LLC filing, we have a full suite of startup services (like banking and bookkeeping), which means Bizee (formerly Incfile) not only helps you get started, but supports you in your continued success as your one-stop shop. The way we do business has changed. More people travel than ever before, but we still need to stay in touch. Our suppliers, customers, partners and others expect to contact us and get the answers they need. Although email, instant messaging and other technologies make communication easier and faster, there’s no good substitute for traditional snail mail. Our Virtual Address is easy to use, and there are several benefits for you and your business. A single, stable street address you can give to suppliers, banks, customers, government agencies and more.
    Starting Price: $29 per month
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    United Corporate Services

    United Corporate Services

    United Corporate Services

    Today clients are looking for a balance of advanced technology and experienced personnel when selecting a service company with whom to partner. United Corporate Services has been dedicated to providing its clients with the most reliable and knowledgeable staff in the industry. To complement our team, we have custom built applications designed to meet the needs of our legal, corporate and financial clients. Today, clients are looking for a balance of advanced technology and experienced personnel when selecting a service company with whom to partner. United Corporate Services has been dedicated to providing its clients with the most reliable and knowledgeable staff in the industry. Our highly skilled Customer Service Representatives are able to process the simplest to the most complex corporate and UCC transactions in a cost-effective and efficient manner. Our mission is to provide legal, financial, and corporate professionals the tools and expertise they need.
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    StartGlobal

    StartGlobal

    StartGlobal

    StartGlobal makes it easier than ever to start a new business by removing lengthy paperwork, legal complexity, and numerous fees. We handle company formation, business bank accounts, taxes, accounting, compliance, and more. As foreign founders ourselves, we’ve successfully launched businesses in the US and are backed by Silicon Valley experts. By overcoming the hurdles first-hand, we’ll guide you through the entire process to set up your business. We file all the forms, pay the fees, get a registered agent and take care of all the formalities. Open a business bank account and operate fully online. We'll also ship a debit card to you. Get a mailing address you can give to customers & vendors. It comes with mail scanning and forwarding provisions. Get a US number where people can reach you directly. All calls will be forwarded to your local number. We'll help you connect with CPA and lawyers for filing taxes and preparing your books, all within your dashboard.
    Starting Price: $599 one-time payment
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    COGENCY GLOBAL

    COGENCY GLOBAL

    COGENCY GLOBAL

    We offer a full range of statutory representation, compliance and corporate services, including nonprofit, UCC & IP due diligence in the U.S., as well as, document authentication, lien searching and registered agent services internationally. Have a look around to see how we can best assist you. It’s easy for paperwork to get in the way of accomplishing your goals. There are so many state and federal requirements you have to meet and keep track of when establishing and maintaining a nonprofit. It’s time-consuming and risky to do it all yourself, and the rules dictating how you operate often change. That’s why we work hard to provide the single-source solution for the services you need, at different levels of assistance. No matter what your mission is, you’re normally required to register with the charity office in the states where your nonprofit will be soliciting donations, a process known as charitable solicitation registration.
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    FincenFetch

    FincenFetch

    FincenFetch

    Effortlessly complete FinCEN beneficial ownership information reports with FincenFetch, the solution for law firms, CPAs, accounting professionals, and filing services. Explore streamlined Corporate Transparency Act filing platform solutions to support your industry and clients. Gain full awareness of any number of filings using a specialized dashboard and secure e-file platform for beneficial ownership information reporting. Are you a reporting service such as a law firm, accounting firm, registered agent, online formation provider, or simply have a service that reaches many business owners and want to offer easy Corporate Transparency Act reporting? We have a solution to help your clients and customers stay in compliance.
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    LegalNature Pro

    LegalNature Pro

    LegalNature

    Online Legal Documents and Services that are State Compliant and Easy to Access. Thousands of people, from business owners to attorneys, use LegalNature every day to manage their business and personal affairs. Create, download, and print your documents at any time from any device. We walk you through each legal form step by step. With our services, you get the peace of mind that our specialists are handling the legal stuff and you can do what you know best. Get access to everything with a LegalNature+ subscription. Create, edit, and store unlimited versions of all documents. You'll get a secure personalized dashboard that stores all of your legal forms. Create, edit, download, and print your documents at any time from any device. Quickly create new documents or business services. Over 3,000 five star reviews from our customers. Your documents and information are always kept private.
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    URS Agents

    URS Agents

    URS Agents

    URS Compliance has worked diligently since 2003 to provide the most comprehensive compliance solutions for Corporations, Limited Liability Companies, Partnerships, and Non Profit Organizations. We can manage your Annual Reports, also referred to as Annual Registrations, at the Secretary of State level. We can also take care of your Charitable Registrations and Renewals. Whatever your compliance needs, our experienced staff is here for you! We scan your documents upon receipt and send them to you electronically, so you'll get them faster. In addition, we will forward you the hard copy for your records. We offer our Annual Registration Management Services (ARMS) to help keep you in compliance. We will keep track of your Annual Report due dates and handle the filings for you. Never worry about missing a due date again! You will have a dedicated account representative and a team of service experts available to assist with any of your filing needs.
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    Registered Agent Solutions

    Registered Agent Solutions

    Registered Agent Solutions

    Registered Agent Solutions is a professional registered agent service company, which provides the best value for corporate and registered agent services through innovative technologies, competitive pricing and quality service. With offices in all 50 States, DC and international jurisdictions, RASi represents thousands of companies across the nation. As a professional registered agent service company, RASi provides the best value for corporate and registered agent services through innovative technologies, competitive pricing and, most importantly, quality service. Even through rapid growth over the years, our core founding values have remained intact. At RASi, we strive to provide consistent and personalized service through the delivery of quality solutions which most often exceed our clients' expectations. Unlike other companies, RASi does not increase our rates year after year.
    Starting Price: $99
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    Corporate Creations

    Corporate Creations

    Corporate Creations

    Founded in 1993, Corporate Creations has thousands of clients and is the third largest provider of registered agent and compliance services nationwide for Fortune 1000 companies, Global 2000 companies and private companies. We provide the best service at the best price. Corporate Creations provides registered agent services nationwide for many Am Law 200 law firms, NLJ 250 law firms and their clients. Corporate Creations saves time and reduces the workload for our clients by acting as a competent extension of your team. We assign an account manager as a single point of contact for each of our clients, which in turn fosters accountability and strong relationships. We do not use voice mail in our offices to guarantee that our clients will always speak with someone live, and we routinely do research free of charge for our legal professional clients to help them manage what frequently can be overwhelming workloads.
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    AgentWorks

    AgentWorks

    Synergetics.ai

    AgentWorks is a comprehensive suite designed to enable autonomous AI agents to operate across enterprise boundaries, interact securely, and conduct transactions independently. It brings together core components including Agent ID, which provides identity, verification, authentication and authorization for AI agents; AgentRegistry, which supports registration, discovery and Know-Your-Agent (KYA) verification; AgentTalk, a patented protocol for secure agent-to-agent communication and transactions; AgentConnect, enabling agents to connect to websites, metaverses and digital ecosystems; AgentWallet, a wallet infrastructure where agents can store their Agent ID, digital assets and currencies (available both as a mobile wallet for human owners and an embedded wallet managed by agents themselves); and AgentWizard, a tool for assigning unique Agent IDs, registering agents and provisioning wallets. AgentWorks supports agent-to-agent transactions in real-world use cases.
    Starting Price: $49 per month
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    Agentverse

    Agentverse

    Fetch.ai

    ​Agentverse is an intuitive platform designed for creating, testing, and deploying customizable AI agents. It offers a cloud-based integrated development environment that simplifies agent development, allowing users to build, train, and integrate agents into various systems without extensive coding knowledge. It provides pre-built agent templates and use cases, enabling quick deployment and customization to serve a variety of purposes. Agents hosted in Agentverse are registered in the Almanac, facilitating discovery and interaction within the Fetch.ai network. It also supports collaborative development through its Teams feature, allowing multiple users to work together on agent projects. Security is emphasized with containerized environments ensuring data protection and compliance with industry standards. Additionally, Agentverse offers a marketplace where users can explore and connect with other registered agents.
    Starting Price: Free
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    Precision Corporate Services

    Precision Corporate Services

    Precision Corporate Services

    We are a paralegal support firm specializing in nationwide due diligence, UCC, lien and litigation searching as well as corporate filings, UCC filings, document retrievals and much more! Our personalized brand of service, attention to detail and professional demeanor have made us the top choice of legal professionals across the country. Customer service is our top priority and we consider our reputation to be our largest asset. Make Precision your choice of service firms and experience the difference first hand! Precision Corporate Services is a full service nationwide paralegal support firm. We opened our doors in 1994 and have since taken pride in providing both a personalized and professional level of service that many top law firms and organizations throughout the nation have come to rely upon. We continually strive to maintain a state of the art presence in the ever changing information and document exchange industry.
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    Horatio Helper

    Horatio Helper

    Notae Systems

    Horatio Helper is for freelancers, consultants, sales teams, attorneys, accountants, and other professionals needing to track customer interactions. You can have unlimited users, customers, and projects for FREE. Signup now and have a complete Enterprise CRM and Billing System in minutes. Your first 1000 Memos, which include timeslips, invoices, and statements are free each month. Works on all smartphones, tablets, and desktops. Handles hourly, flat fees, or contingency invoices. Quickly Create Statements. Accounting Reports. Unlimited Teams. User Roles. Plus much more! Complete business systems. Ready to go for attorneys, insurance agents, sales teams, programmers, freelancers and consultants. Online Law Office management system for attorneys. Practice Law in the Cloud. Create timeslips, costs advance charges, invoices and statements. Store documents in the cloud. Access from any smartphone, tablet, Windows PC, or Mac. Starting at only $35.00 monthly.
    Starting Price: $39 per month
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    Sleek

    Sleek

    Sleek

    The only platform your business needs. All-in-one setup from registration to business account. Automate your accounting & compliance with ease. Transparent fees help you save time and money. Say goodbye to painstaking interactions with traditional firms that take your money and time. We're fast, efficient, and transparent. Register your company instantly, from anywhere. File digitally from the comfort of your home or office. Sleek has been there, done that, and lived to share the resources. Have peace of mind with all your back office needs managed. Our customer support team is experienced and happy to help. Every detail is tracked on Sleek's all-encompassing platform. Your business idea is fantastic, run with it! Register your company today, live that entrepreneur life tomorrow. Marking deadlines and filing paperwork should be the last of your worries, so let us take it off your plate.
    Starting Price: $15 per month
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    ProLaw

    ProLaw

    Thomson Reuters Elite

    Your work is demanding and diverse. You are sought out for legal advice on everything from employment, intellectual property, and commercial matters. While meeting strategic objectives, you also need to manage and mitigate risk for the business, increase department productivity, and reduce outside legal spend. Exclusive content is created by attorneys with years of experience in practice and deep subject knowledge. Keep full control over your legal work and deadlines, whether you handle it yourself or consult outside counsel. Give your team the advantage of a virtual extension. Get detailed guidance into unfamiliar fields of law whenever you need it in easy-to-read formats. Practical Law's web-based resources are continuously updated by 600+ full-time attorney-editors globally who provide insights into specialized practice areas and diverse industries.
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    Kube

    Kube

    Kuberno

    Kube by Kuberno is a global legal-entity governance platform built to streamline and centralize the management of corporate entities, officers, shares, compliance data, and related administrative tasks. As a “single source of truth,” it stores up-to-date entity and officer information, integrates via API with HR, legal, finance, and tax systems, and supports unlimited data storage and users with permission-based access. Kube offers configurable workflows to align with a company’s compliance obligations, automates routine processes (such as share allocations/transfers, certificate generation, and entity data updates), and maintains a complete audit trail of every action and change. It enables seamless collaboration between different departments, legal, corporate secretariat (CoSec), compliance, HR, finance, tax, and external auditors, ensuring everyone works from the same version of entity data.
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    Blumberg

    Blumberg

    BlumbergExcelsior

    Detail oriented, efficient and dependable. That's why thousands of attorneys, accountants, tax preparers and entrepreneurs across the country use our services. Whatever the entity type – LLC, corporation, professional corporation, PLLC, nonprofit – an experienced representative will work with you to prepare and file the documents required by your state. BlumbergExcelsior Corporate Services entity formation is as easy as making a phone call or completing an online order form. We make it easy for lawyers, CPAs, tax preparers and entrepreneurs to start a business. The Jury Case is the Voir Dire Organizer for the bench and the bar that makes jury selection more efficient, keeps the attorney connected to the jury during trial and aids in the formulation of the closing argument.
    Starting Price: $99 Fee
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    Outlaw Practice

    Outlaw Practice

    Outlaw Practice

    Outlaw Practice is business and practice management software, made specifically for the challenges facing solos and small firms. Larger firms can afford whole departments to handle human resources, accounts receivable, business strategy and sales and marketing. If you are a solo or have a small firm, you are all of those things and more! Most software for attorneys is case management software: glorified time tracking and invoicing software with some contact management built in. This is certainly needed by every lawyer, as your time is money in a literal sense! 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.
    Starting Price: $50 per user per month
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    Rocket Lawyer

    Rocket Lawyer

    Rocket Lawyer

    At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.
    Starting Price: $9.99 per document
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    LegalMatch

    LegalMatch

    LegalMatch

    LegalMatch provides attorneys with a steady stream of potential new client leads. Once a potential client submits their case to the system, attorneys receive an email notification within seconds, informing them of a potential client in their area of law. Attorneys can review the case in real time from their mobile devices and decide if it's something they want to pursue. If they choose to take the case, they can respond quickly and directly to the potential client. Successful LegalMatch member lawyers often respond to clients within an hour of the case being posted. The client is notified by email, phone, and/or text that the attorney has responded. If the potential client decides that the attorney is right for them, they will contact the attorney directly at their listed email or office phone number to set up an initial consultation. You and your new client can set up your initial phone, online,e or in-person consultation.
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    BestClient

    BestClient

    Best Client Solutions

    Are you an attorney? Looking for something specific to your practice? We are experts in the legal field Our system is flexible, contains superb report capability, intuitive, fast, powerful, a delight to use Professional IT Consulting, application hosting, custom application development We replace technology pain with reliability, security and people who care...in the moment and for the long term Centralized real time data with combined client and court calendar Answer any question on the phone with out grabbing the physical file How much do I owe? Did you receive my payment/documents? Can I speak with my attorney, when will he/she be available? Know what documents you have received and what you expect from the client Track your client emails, phone calls and letters With premier efficiency gain greater professional courtesy and favor from your local courts Present a proper summary of income to the TT. Use the actual 6 months of pay stubs to create the dollar amounts and much more.
    Starting Price: $12 per user per month
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    OTTO IP

    OTTO IP

    Black Hills AI

    Otto IP is a generative AI platform built specifically for intellectual property law by experienced IP attorneys. It acts as a “virtual associate,” supporting the full IP lifecycle: from drafting patent applications, analyzing file histories and prior art, filing office-action responses, preparing jurisdiction-specific complaints, to managing documentation and workflow across matters. It offers over 70 guided “skills” (or prompts) that let users handle complex tasks by uploading relevant documents and simply answering guided questions, eliminating the need for complex prompting. Otto IP maintains robust integration with major IP management systems and with US patent filing infrastructure (e.g., Patent Center), ensuring seamless data flow and minimizing manual uploads. The companion Otto IP Word Add-In brings these capabilities inside Microsoft Word, enabling claim-checking, and instant generation of office-action response shells.
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    LegalShield

    LegalShield

    LegalShield

    LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.
    Starting Price: $26.95 per month
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    Iolite Intellectual Property Management
    Iolite Intellectual Property Management Software is a powerful administrative software that manages the complete workflow process of Intellectual Property portfolio managers with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for renewals, hearing due dates, due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of IP Attorneys, and IP Agents paperless. Iolite provides AI-based state of art technology integrated with EUIPO, UKIPO, USPTO, WIPO, India, and other major IPOs which aids the intellectual property portfolio managers to make their business flow process simple, swift, accurate, and efficient manner which in turn make their day to day process faster, easier, and eliminating the manual efforts to gain the better productivity.
    Starting Price: $15 Month
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    Taskeo

    Taskeo

    Taskeo

    Taskeo strives to become a go-to tool for all those service companies that grew tired of using several apps to manage their activities. The platform’s integrated solutions include project management, appointment scheduling, CRM, time tracking and billing. It’s an excellent tool for service businesses such as law firms, agencies or consulting companies that need assistance in their business and practice management. The platform’s ultimate goal is to simplify the business management so your company can focus on what’s really important: taking care of your customers and growing your business. Taskeo requires one account to access all the functions. Thanks to this, you need fewer tools to get more done.
    Starting Price: $5 per user per month
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    WINGS

    WINGS

    Crocodile Solutions

    Wings Legal Disability Case Management software in the cloud is a nationally recognized secure cloud-based software that is a platform for law firms of all sizes to store, manage and protect their clients’ disability case files and offers unparalleled automation for the practice of law, especially in the areas of social security disability, veterans law, workers' compensation and personal injury. Crocodile Solutions was founded by a law firm practice manager with a decade of experience. In an effort to help his firm grow without adding administrative staffing and expense, he designed one of the first legal practice management software offerings ever developed. Thirty years later, he has developed multiple software products, now combined into one robust platform, and evolved to serve attorneys and firms of all sizes across the country. Process tracking to keep things moving without missing deadlines.
    Starting Price: $65 per month
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    Aalbun

    Aalbun

    Aalbun

    Easy, fixed-price intellectual property services for busy people. Aalbun is a platform for all your IPR needs, so you can focus on your most important work. We provide intellectual property services globally and build virtual teams of strategically-minded attorneys and engineers, who collaborate with you to deliver your intellectual property reliably, at pace. Our experts have the most advanced tools to conduct novelty searches, freedom-to-operate analyses, patent landscapes, invalidity searches, and more. From provisional to full patent drafts, we can provide drafting in any technology across all jurisdictions, conducted by a team best suited for your business. We can facilitate direct IP filings in any region, including first filings, national and international phase entries, via our global pool of IP experts. We regularly publish useful content for those in need of IPR services.
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    AgileLaw

    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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    Lawgic

    Lawgic

    Lawgic

    Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting.
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    Trust & Will

    Trust & Will

    Trust & Will

    Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.
    Starting Price: Free
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    CaseFox

    CaseFox

    CaseFox

    CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.
    Starting Price: $45 Monthly & $39 Yearly
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    Trademark Engine

    Trademark Engine

    Trademark Engine

    Trademark Engine offers comprehensive brand protection with attorney-assisted services tailored to your needs. Let our experienced attorneys guide you through every step of filing your trademark. Regardless of the level of support you desire, we have options to suit your needs. Simply fill out our short questionnaire to get started and an attorney will guide you through the next steps. Our legal support staff will conduct a trademark search to make sure your name, logo, or slogan is available for registration, reducing the risk of rejection. No matter the trademark class, you can take the registration worries off your shoulders. Complete the contents of your application yourself or pursue an attorney-assisted trademark package and watch as your USPTO filing crosses the finish line for registration. You have rights to your work, including books, articles, and websites, when you create it.
    Starting Price: $49 per month
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    Business Maker
    Whether you need a website, local marketing, point of sale, legal registration of your business or anything in between, Business Maker has everything you need all in one place. Gone are the days of using multiple programs and services to start and grow your business. By having integrated products under one roof you can control and see business data in real time and monitor everything in one easy to use dashboard. When you start, answer a few simple questions and Business Maker will recommend a personalized plan to fit your needs. As your business grows Business Maker will grow with it, continuing to recommend new products and services tailored to your changing needs. Answer a few questions so Business Maker can point you in the right direction.
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    OnlineVisas

    OnlineVisas

    OnlineVisas

    The OnlineVisas platform has been designed by award-winning immigration attorneys to be the most efficient tool for corporates and attorneys to manage cases. View every case at every stage from a single, simple online application, organized to make your life easier. All uploaded or generated files are stored in a secure location and accessible only to permitted users. Our flexible model means corporate clients can access expert legal support by the hour only when needed. No more searching through emails. Stakeholders can access cases and add info anytime, from anywhere. Supporting documents are uploaded and stored securely for reference. Pre-designed visa petition templates include all the info you need to provide, along with guidance from top immigration attorneys if needed.
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    Justpoint

    Justpoint

    Justpoint

    Justice requires expertise, not a flashy billboard. Justpoint is your AI-powered, data-driven link to the personal injury justice you deserve. 55% of personal injury cases don’t succeed. Out of those that do, 90% don’t receive the payout they deserve. Our mission is to help you get justice and maximize compensation for what you’ve suffered. Our handpicked doctors and legal specialists will review your claim to ensure no detail is missed. Our database of 300,000 historical claims lets us match you with the attorney best suited to your case in seconds. We tech-enabled our attorneys to focus more time on your case, instead of spending it on repetitive tasks. Plaintiffs who used Justpoint have received payouts that were 3.2x higher than anticipated. Our data-driven AI calculator estimates the value of your settlement. We guide you every step of the way, keeping you in the know. We'll be in touch with you in minutes after you submit your claim.
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    GoodTrust

    GoodTrust

    GoodTrust

    GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.
    Starting Price: $149 one-time payment
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    LegalOn

    LegalOn

    LegalOn

    LegalOn is the global leader in AI contract review and is trusted by legal professionals at top companies and law firms worldwide. LegalOn reviews and redlines contract in seconds based on your preferences and an unmatched collection of pre-built playbooks from our team of experienced attorneys. LegalOn’s AI reviews and redlines using accurate and up-to-date legal knowledge created by our experienced attorneys, ensuring quality results you and your business can rely on. Our expert attorneys have pre-built over 50 playbooks, enabling immediate review on day 1. Adjust these playbooks to fit your needs, or let LegalOn develop a custom playbook just for your business. We are SOC 2 Type II, GDPR, and CCPA compliant and have professional-grade protections to ensure your agreements stay secure and your data stays private. LegalOn’s AI contract review software saves you time, adapts to your unique contract preferences, and handles tedious contract tasks.
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    Veza Reception

    Veza Reception

    Veza Reception

    Veza Reception is a specialized virtual receptionist platform designed to help law firms manage incoming calls, client inquiries, and appointment scheduling without requiring in-house front desk staff. It provides trained legal receptionists who answer calls in the firm’s name and follow customized scripts and routing rules defined during onboarding, ensuring each interaction reflects the firm’s brand, professionalism, and intake process. Calls can be screened, routed, or transferred depending on urgency and client type, with warm transfers used for high-priority situations when attorneys are available. Receptionists gather essential information such as the caller’s name, reason for contacting the firm, case details, and other intake data so attorneys receive clear and organized summaries immediately after the call. It supports appointment scheduling for consultations and follow-up calls, helping law firms convert potential leads into booked meetings.
    Starting Price: $200 per month