Practice Management

  • Contact Customization

    Contact Customization

  • Contact Categories

    Contact Categories

  • Conflict Check

    Conflict Check

  • Referral Source Tracking

    Referral Source Tracking

  • Document Assembly (Native)

    Document Assembly (Native)

  • Document Assembly Integration

    Document Assembly Integration

  • Document Management (Native)

    Document Management (Native)

  • Document Management (Integration)

    Document Management (Integration)

  • Email Integration

    Email Integration

  • Email Templates

    Email Templates

  • Reminder Emails / Texts to Clients for appointments

    Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

    Workflow automation on Contacts

  • Workflow Automation on Matters

    Workflow Automation on Matters

  • Save Emails to Contacts

    Save Emails to Contacts

  • Save Emails to Matters

    Save Emails to Matters

  • Link Appointments to Contacts

    Link Appointments to Contacts

  • View Multiple Firm Member Calendars

    View Multiple Firm Member Calendars

  • Link Appointments to Matters

    Link Appointments to Matters

  • Bi-Directional Calendar Integration

    Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

    Bi-Directional Contact Integration

  • Bi-Directional Task Integration

    Bi-Directional Task Integration

  • Reporting

    Reporting

  • Third Party Accounting Integrations

    Third Party Accounting Integrations

  • Time Entry

    Time Entry

  • Timers for time tracking

    Timers for time tracking

  • Integrated Billing

    Integrated Billing

  • Trust Accounting

    Trust Accounting

  • Matter Customization

    Matter Customization

  • Auto Client / Matter Numbering

    Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

    QuickBooks/Xero Integration

  • Client Portal

    Client Portal

  • Custom Reporting

    Custom Reporting

  • Custom Security Profiles

    Custom Security Profiles

Amicus Attorney
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles

Coyote Analytics

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles

LawBase
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles

Orion
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles

Practice Master
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting


    Via Report Writer

  • Custom Security Profiles

Perfect Practice
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles

Time
Matters
Custom

  • Contact Customization

  • Contact Categories

  • Conflict Check

  • Referral Source Tracking

  • Document Assembly (Native)

  • Document Assembly Integration

  • Document Management (Native)

  • Document Management (Integration)

  • Email Integration

  • Email Templates

  • Reminder Emails / Texts to Clients for appointments

  • Workflow automation on Contacts

  • Workflow Automation on Matters

  • Save Emails to Contacts

  • Save Emails to Matters

  • Link Appointments to Contacts

  • View Multiple Firm Member Calendars

  • Link Appointments to Matters

  • Bi-Directional Calendar Integration

  • Bi-Directional Contact Integration

  • Bi-Directional Task Integration

  • Reporting

  • Third Party Accounting Integrations

  • Time Entry

  • Timers for time tracking

  • Integrated Billing

  • Trust Accounting

  • Matter Customization

  • Auto Client / Matter Numbering

  • QuickBooks/Xero Integration

  • Client Portal

  • Custom Reporting

  • Custom Security Profiles