• Contact Customization

    Contact Customization

  • Conflict Checking

    Conflict Checking

  • Contact Categories

    Contact Categories

  • Workflow Automation on Contacts

    Workflow Automation on Contacts

  • Link Appointments to Contacts

    Link Appointments to Contacts

  • Document Management

    Document Management

  • Bi-Directional Contact Integration

    Bi-Directional Contact Integration

  • Bi-Directional Task Integration

    Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

    Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

    View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

    Reminder Emails / Texts to Clients for appointments

  • Matter Customization

    Matter Customization

  • Email Templates

    Email Templates

  • Reporting

    Reporting

  • User Group Security

    User Group Security

  • Workflow Automation on Matters

    Workflow Automation on Matters

  • Document Assembly

    Document Assembly

  • Link Appointments to Matters

    Link Appointments to Matters

  • Save email to Matters

    Save email to Matters

  • QuickBooks / Xero Integration

    QuickBooks / Xero Integration

  • Trust Accounting

    Trust Accounting

  • Time Entry

    Time Entry

  • Auto Client / Matter Numbering

    Auto Client / Matter Numbering

  • Client Portal

    Client Portal

  • Internal instant Messaging

    Internal instant Messaging

  • Offline Access

    Offline Access

Actionstep
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

CenterBase
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

Clio
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

Cosmolex
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

MyCase
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

Practice Panther
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

Rocket Matter
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

SmokeBall
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access

ZolaSuite
  • Contact Customization

  • Conflict Checking

  • Contact Categories

  • Workflow Automation on Contacts

  • Link Appointments to Contacts

  • Document Management

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Bi-Directional Calendar Integration

  • View Multiple Firm Member Calendars

  • Reminder Emails / Texts to Clients for appointments

  • Matter Customization

  • Email Templates

  • Reporting

  • User Group Security

  • Workflow Automation on Matters

  • Document Assembly

  • Link Appointments to Matters

  • Save email to Matters

  • QuickBooks / Xero Integration

  • Trust Accounting

  • Time Entry

  • Auto Client / Matter Numbering

  • Client Portal

  • Internal instant Messaging

  • Offline Access