Our Partners

BIGfish BI (IntelliMetrics)

BIGfish BI, a unique business intelligence offering from IntelliMetrics, allows Tabs3 firms to forever break down the barrier of information sharing with KPIs, dashboards, visual analytics and even a client portal add-on. Built from the ground up to be used by law firm end users,  BIGfish turns your raw data into meaningful and useful information to tackle your biggest decisions.

Actionstep

Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

CaseAware

With deep roots in the mortgage servicing industry, CaseAware knows how to merge industry requirements, government regulations, and business process to achieve the best results right out of the box. CaseAware gives “off-the-shelf” a whole new meaning. Users enjoy unmatched security and system continuity; combining operational utility with efficiencies that facilitate existing processes and unlock extraordinary new synergies. CaseAware enables unparalleled scalability allowing you to easily manage a volatile caseload without increasing staff or transaction fees.

Centerbase

Centerbase is a complete legal practice management, billing, and accounting platform that lives in the cloud. It’s where the people you need, the information you share, and the data you use come together to get things done, no matter where it happens.

Clio

Clio gives you an overview of all case information from a single dashboard. Link every contact, document, calendar event, note, time entry, and bill to the appropriate case to make your law practice management tasks flow as smoothly as possible. Work on your cases from any computer with an internet connection or download the mobile app. Improve your workflow and minimize the time spent doing menial tasks so you can focus on those that count for your law practice.

CosmoLex

CosmoLex is cloud-based law practice management software that integrates trust and business accounting; time tracking; billing; email and document management; and tasks and calendaring, in a single application.

Coyote Analytics

Coyote Analytics offers a complete financial software system (time, billing, accounting) as well as a full practice management solution (calendar, docketing, document management, forms, contacts) to help firms manage the business of law. Built through a collaborative effort with its clients, Coyote Analytics offers a simple and easy-to-navigate interface, a robust feature set, great customer service—all at a reasonable price point.

Filevine

Filevine is changing the way legal work gets done for law practitioners and their clients. As the leading legal work platform, Filevine is dedicated to empowering all organizations with tools to simplify and elevate complex, high-stakes legal work. Powering everything from document management and client communication to contract lifecycle management and business analytics, over 25,000 legal professionals use Filevine daily to deliver excellence in every contract, deadline, and result. Filevine is the top legal software company on the Inc. 5000 list, has been named one of the Utah Business Fast 50, and is among the top 50 fastest-growing privately-owned software companies according to the 2021 Inc. 5000 list.

LawBase

LawBase is a leading case and matter management solution available to law firms,
corporate legal departments and government agencies. LawBase is currently being used by thousands of users worldwide to track progress, maintain client files, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes – in a fraction of the time it used to take, saving time and money.

 

Litify

Litify’s mission is to transform how legal services are rendered through integrative, intuitive technology. Their singular platform streamlines and automates task management, document generation, intake management and client communications, while providing data-driven insights that help law firms, in-house legal departments, government agencies and nonprofits scale and improve their financial performance. Built on Salesforce.com, Litify is a secure, extensible and rapidly evolving platform. Earlier this year, Litify was named by LawFuel, the Industry-Leading Legal Publication, as #1 in Practice Management Software for Law Firms, In-House Counsel, Government Entities, and Nonprofits.

Orion

Orion is robust time, billing, accounting and practice management software.  Since 1985, they’ve offered the legal industry perceptive software that delivers rapid return on investment, increased profitability and reliable performance.  Orion is scalable for firms from three to three hundred timekeepers and offers exceptional integration with Microsoft Office, Worldox, Net Documents, Law Pay and BigFish dashboards.

Perfect Practice

The focus of Perfect Practice is providing innovative software solutions for optimizing your firm’s productivity in a constantly changing environment. Perfect Practice can handle your entire practice with the most configurable screen designs available. Intelligent workflow, flexible reporting and unparalleled adaptability will keep your caseload moving smoothly regardless of client and regulatory demands.

PracticeMaster

PracticeMaster by Tabs3 is award-winning practice management software that helps your law firm find case, client and contact information—and find it fast.

Accellis

Accellis specializes in Microsoft Azure cloud hosting for legal organizations everywhere. We help lawyers gain an intelligent edge by implementing serverless, cloud-powered environments run on Microsoft 365. We also implement fully hosted Azure Virtual Desktop and Windows 365 hosted desktops.

ProCirrus Technologies

ProCirrus is a unique cloud hosting company that specializes in professional service firms with strong compliance, security and performance requirements. The company’s full service cloud supports a wide range of industries from accountants  to manufacturers.

iMailTracking

iMailTracking offers comprehensive mail management solutions to allow their clients the freedom to focus on their core business and thrive in competitive times. iMailTracking offers scalable solutions, leveraging a variety of technologies to produce efficiencies, saving their customers time and money.

AmeriSource

Since 2010, AmeriSource has been taking the burden of day-to-day back office operations off their clients’ shoulders, giving them the opportunity to do more. The team at AmeriSource prides themselves on their ability to fully understand the environments in which their clients operate, which enables them to attain a level of service rarely found in the outsourcing industry.

CaseAware

With deep roots in the mortgage servicing industry, CaseAware knows how to merge industry requirements, government regulations, and business process to achieve the best results right out of the box. CaseAware gives “off-the-shelf” a whole new meaning. Users enjoy unmatched security and system continuity; combining operational utility with efficiencies that facilitate existing processes and unlock extraordinary new synergies. CaseAware enables unparalleled scalability allowing you to easily manage a volatile caseload without increasing staff or transaction fees.

iMailTracking

iMailTracking offers comprehensive mail management solutions to allow their clients the freedom to focus on their core business and thrive in competitive times. iMailTracking offers scalable solutions, leveraging a variety of technologies to produce efficiencies, saving their customers time and money.

Global Strategic

Global Strategic is a provider of business process solutions, which deliver enhanced efficiency and improved productivity for financial institutions, insurance, title, accounting, staffing and the legal professions.

NetDirector

NetDirector’s configurable solution and implementation methodology have been designed to ensure that our customers are able to achieve their goals and maximize their business performance quickly and cost effectively.  NetDirector was designed and developed by some of the best minds in the Mortgage Banking industry who have extensive experience with large-scale transactions systems.

Perfect Practice

The focus of Perfect Practice is providing innovative software solutions for optimizing your firm’s productivity in a constantly changing environment. Perfect Practice can handle your entire practice with the most configurable screen designs available. Intelligent workflow, flexible reporting and unparalleled adaptability will keep your case load moving smoothly regardless of client and regulatory demands.

ProVest

ProVest is one of the nation’s largest legal support services firms, providing service of process and related services to many of the country’s most notable law firms, financial institutions and insurance companies. The company serves millions of documents each year – ranging from foreclosure and collection proceedings to insurance litigation and civil complaints. Clients benefit from the integrity of ProVest’s service, and from their managed network of experienced and highly skilled Process Servers who deliver reliable service of process time and again.

Publication Point

Publication Point is a national public notice outsourcer. The company uses technology to streamline the public notice process to reduce cost, eliminate errors and shorten timelines. Publication Point offers its customers a single point of contact with national reach and provide related services such as notice drafting, court filing and mailing services.

Quandis

Quandis offers Fintech solutions that focus on your needs and the ever-changing dynamics of financial services and related industries. From a wide-range of software components and services, to product conceptualization and design, and deep into the development and enhancement of full-fledged, “out of the box” solutions at lower cost.

BigHand

BigHand enables dictation that’s not only fast to complete, but incredibly straightforward to manage with configurable workflows. Staff can record simply using their voice via desktop, mobile or tablet, and easily share, prioritize and track files.

Dragon NaturallySpeaking

From making status updates and searching the web to creating reports and spreadsheets, Dragon speech recognition solutions let you do it all—faster and more efficiently.

Philips SpeechExec

SpeechExec Pro Dictation and Transcription Software links authors and transcriptionists. It facilitates communication, the setup of individual workflow settings and organizational flexibility to help save time and resources. Authors can record directly into the software using a dictation microphone and transcriptionists can playback and conveniently transcribe these files using a foot control.

Adobe Acrobat

Adobe Acrobat keeps you connected to your team with simple workflows across desktop, mobile, and web — no matter where you’re working.

Bundledocs

Bundledocs provides legal professionals with ‘’cloud-first’’ document binding and PDF editing services. We partner with the industry’s leading technology providers (including iManage, NetDocuments, Actionstep, Clio and others) to deliver a fully integrated document workflow to our global client base.

BigHand

BigHand enables dictation that’s not only fast to complete, but incredibly straightforward to manage with configurable workflows. Staff can record simply using their voice via desktop, mobile or tablet, and easily share, prioritize and track files.

Contract Express

We use the Contract Express automation platform to automate complex legal instruments for law firms and legal departments. Practice area specialties include estates and trusts, real estate, family law, banking, new entity formation and contracts.

Foxit

Foxit’s mission is to develop market leading and innovative PDF products and services, helping knowledge workers to increase their productivity and do more with documents.

HotDocs

We use the HotDocs automation platform to automate complex legal instruments for law firms and legal departments. Practice area specialties include estates and trusts, real estate, family law, banking, new entity formation and contracts.

Kofax Power PDF

Kofax Power PDF solutions provide everything you need to help you create, covert, edit share and e-sign PDF files. Power PDF’s online PDF editor allows you to work seamlessly across both Windows and Mac platforms.

Litera Microsystems

Litera is the world’s leading provider of legal workflow and workspace technology. Hundreds of organizations around the globe trust Litera to help their legal teams draft, collaborate, and manage their work, so they can focus more time on what really matters to the people they serve.

Microsoft Word

Use Microsoft Word for word processing and document creation. Document collaboration and editing tools help you polish your Word docs.

pdfDocs

pdfDocs is a project-centric PDF management application that gives users the ability to create, collate, edit, redact, annotate, and secure PDF content.

 

trumpet

For over 20 years, Trumpet has been working side-by-side with financial advisors, lawyers, engineers, CPA’s, and other professional service firms to help folks enjoy the way they work.  There’s no business challenge they can’t solve!  

From easy document assembly, to crazy-fast scanning and filing, to searchable PDFs and more – Trumpet’s software has features to help transform your business so you have time to do more meaningful work.

They understand that every business is unique and work to design custom solutions for each client that are specifically adapted to fit their needs and processes. 

Something magical happens when you have technology that makes your job easier.  Trumpet is not just software, it’s the right solution.

XpressDox

We use the XpressDocs automation platform to automate complex legal instruments for law firms and legal departments. Practice area specialties include estates and trusts, real estate, family law, banking, new entity formation, and contracts.

Bundledocs

Bundledocs provides legal professionals with ‘’cloud-first’’ document binding and PDF editing services. We partner with the industry’s leading technology providers (including iManage, NetDocuments, Actionstep, Clio and others) to deliver a fully integrated document workflow to our global client base.

cleanDocs

cleanDocs helps users send the right information to the right person by cleaning metadata, flagging high-risk email addresses and compressing attachments in seconds. Use it for Windows 10 and Office 2016.

compareDocs

compareDocs shows you every change reliably across all document types – including Word, PDF, Excel, and PowerPoint.

 

DocsCorp

Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. DocsCorp is a global brand with more than 500,000 users in 67 countries. Products include email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud and integrate with leading enterprise content management systems. DocsCorp work with document-centric industries to help them manage their most critical asset, documents, including, Legal, Corporate, Government, and Financial Services.

 

Epona

Epona is the fastest-growing Document Management solution provider in North America growing by over 200% annually for the last 3 years. Built on the Microsoft 365 Platform in your Microsoft 365 Tenant, using tried and true Microsoft Technology. Microsoft Active Directory and Azure in tune with Microsoft Protection Server (MIP). Access your content through Microsoft Office (Outlook, Word, Excel, File Explorer) and Microsoft Teams. Epona utilizes Microsoft Exchange and Microsoft SharePoint for email and content storage. Epona DMSforTeams, and other Epona software such as DMSforOffice, DMSforLegal, the Epona Provisioning Service, the Epona Matter Center, the Epona WorkSpace Center and the Epona Migration utility helps you get the most out of your Microsoft investment.

 

FileTrail

FileTrail is reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules with a modern approach to records management and information governance.
FileTrail centralizes, simplifies and automates the IG life cycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility and client audit response.
It’s time to move beyond records management, and FileTrail is leading the way.

One Step Workspace for NetDocuments

With One Step Workspace, a regular user can safely create a new workspace any time needed, without any risk to the account configuration. The entire process takes only a few seconds and requires no additional training for most users.

mercanix

mercanix is a services and software company focused on helping organization’s move to low-waste knowledge work that delivers more value to your clients’ while improving quality of service.

NetDocuments

NetDocuments is the leading cloud document management system that provides a reliable and secure way to create, edit, store, locate, and collaborate on documents anywhere using any device, so you can stay focused on clients and outcomes.

Worldox

Worldox offers cradle-to-grave management of every form of information that can be saved as a file. Moreover, it can integrate with virtually any other system that generates the data your organization relies upon, and offers virtually unlimited customization capabilities.

 

Accellis

Accellis specializes in Managed IT, Cybersecurity, and Microsoft Cloud consulting for legal organizations everywhere. We help lawyers gain an intelligent edge by implementing and managing dynamic, secure, and modern workplaces. As a result, law firms eliminate chaos of IT operations and focus on business growth.​

The Modern Firm

With over 1,000 websites launched, The Modern Firm knows how solos and small firms operate and succeed. The company’s innovative approach to law firm website design, online marketing and content writing allows them to create custom websites and effective marketing plans without reinventing the wheel.

The Rainmaker Institute

The Rainmaker Institute specializes in comprehensive legal marketing for small to mid-sized law firms. The company helps attorneys grow their law firms using a variety of custom techniques including: content marketing, social media marketing, e-newsletters, lead conversion software, intake training, and onsite marketing and management consulting.

Adobe Acrobat

Adobe Acrobat keeps you connected to your team with simple workflows across desktop, mobile, and web — no matter where you’re working.

Bundledocs

Bundledocs provides legal professionals with ‘’cloud-first’’ document binding and PDF editing services. We partner with the industry’s leading technology providers (including iManage, NetDocuments, Actionstep, Clio and others) to deliver a fully integrated document workflow to our global client base.

Foxit PDF Editor

Foxit’s mission is to develop market-leading and innovative PDF products and services, helping knowledge workers to increase their productivity and do more with documents.

Kofax Power PDF

Kofax Power PDF solutions provide everything you need to help you create, covert, edit share and e-sign PDF files. Power PDF’s online PDF editor allows you to work seamlessly across both Windows and Mac platforms.

pdfDocs

pdfDocs is a project-centric PDF management application that gives users the ability to create, collate, edit, redact, annotate, and secure PDF content.

Actionstep

Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

CaseAware

With deep roots in the mortgage servicing industry, CaseAware knows how to merge industry requirements, government regulations, and business process to achieve the best results right out of the box. CaseAware gives “off-the-shelf” a whole new meaning. Users enjoy unmatched security and system continuity; combining operational utility with efficiencies that facilitate existing processes and unlock extraordinary new synergies. CaseAware enables unparalleled scalability allowing you to easily manage a volatile caseload without increasing staff or transaction fees.

Centerbase

Centerbase is a complete legal practice management, billing, and accounting platform that lives in the cloud. It’s where the people you need, the information you share, and the data you use come together to get things done, no matter where it happens.

Clio

Clio gives you an overview of all case information from a single dashboard. Link every contact, document, calendar event, note, time entry, and bill to the appropriate case to make your law practice management tasks flow as smoothly as possible. Work on your cases from any computer with an internet connection or download the mobile app. Improve your workflow and minimize the time spent doing menial tasks so you can focus on those that count for your law practice.

CosmoLex

CosmoLex is cloud-based law practice management software that integrates trust and business accounting; time tracking; billing; email and document management; and tasks and calendaring, in a single application.

Coyote Analytics

Coyote Analytics offers a complete financial software system (time, billing, accounting) as well as a full practice management solution (calendar, docketing, document management, forms, contacts) to help firms manage the business of law. Built through a collaborative effort with its clients, Coyote Analytics offers a simple and easy-to-navigate interface, a robust feature set, great customer service—all at a reasonable price point.

LawBase

LawBase is a leading case and matter management solution available to law firms,
corporate legal departments and government agencies. LawBase is currently being used by thousands of users worldwide to track progress, maintain client files, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes – in a fraction of the time it used to take, saving time and money.

 

Litify

Litify’s mission is to transform how legal services are rendered through integrative, intuitive technology. Their singular platform streamlines and automates task management, document generation, intake management and client communications, while providing data-driven insights that help law firms, in-house legal departments, government agencies and nonprofits scale and improve their financial performance. Built on Salesforce.com, Litify is a secure, extensible and rapidly evolving platform. Earlier this year, Litify was named by LawFuel, the Industry-Leading Legal Publication, as #1 in Practice Management Software for Law Firms, In-House Counsel, Government Entities, and Nonprofits.

Orion

Orion is robust time, billing, accounting and practice management software.  Since 1985, they’ve offered the legal industry perceptive software that delivers rapid return on investment, increased profitability and reliable performance.  Orion is scalable for firms from three to three hundred timekeepers and offers exceptional integration with Microsoft Office, Worldox, Net Documents, Law Pay and BigFish dashboards.

Perfect Practice

The focus of Perfect Practice is providing innovative software solutions for optimizing your firm’s productivity in a constantly changing environment. Perfect Practice can handle your entire practice with the most configurable screen designs available. Intelligent workflow, flexible reporting and unparalleled adaptability will keep your case load moving smoothly regardless of client and regulatory demands.

PracticeMaster

PracticeMaster by Tabs3 is award-winning practice management software that helps your law firm find case, client and contact information—and find it fast.

trumpet

For over 20 years, Trumpet has been working side-by-side with financial advisors, lawyers, engineers, CPA’s, and other professional service firms to help folks enjoy the way they work.  There’s no business challenge they can’t solve!

From easy document assembly, to crazy-fast scanning and filing, to searchable PDFs and more – Trumpet’s software has features to help transform your business so you have time to do more meaningful work.

They understand that every business is unique and work to design custom solutions for each client that are specifically adapted to fit their needs and processes.

Something magical happens when you have technology that makes your job easier.  Trumpet is not just software, it’s the right solution.

ZolaSuite

Zola Suite is a robust, cloud-based legal practice management solution that provides firms with best-in-class case management and complete billing, accounting and reporting tools in one, easy-to-use platform. With a complete suite of tools for the front and back offices, Zola eliminates information silos and delivers a single source of truth for data-driven firms. Native features include intelligent email management, dynamic CRM for pre-retention management, document management and automation, task management, secure client portal for efficient file exchange and client payments, sophisticated timekeeping and billing, trust and complete business accounting

contentCrawler

contentCrawler is an integrated analysis, processing and reporting framework that intelligently assesses documents in a document management system for bulk processing.

Symphony OCR (Trumpet)

Text searches are handy, but they don’t detect text on image-based PDFs (or, really, anything that’s scanned into your document management system)—unless you have Symphony OCR. With this product, every document is text searchable, making it simpler to find exactly what you need when you need it.

Advanced Strategies Group

The Advanced Strategies Group is positioned at the intersection of human and financial capital. ASG helps law firms: design strategies that facilitate orderly and fiscally sound succession from one generation of partners to the next; recruit, reward and retain key talent and drivers of practice revenue and profitability; and convert vanilla cookie-cutter retirement plans into holistic wealth building platforms. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.  Advanced Strategies Group and IFP are not affiliated.

CalendarRules

CalendarRules builds and maintains court rules from jurisdictions across the United States, including a mix of Federal, State, Appellate, Judges, Bankruptcy courts and agencies. Rules are available in all states, plus Puerto Rico and the Virgin Islands.

Coyote Analytics

Coyote Analytics offers a complete financial software system (time, billing, accounting) as well as a full practice management solution (calendar, docketing, document management, forms, contacts) to help firms manage the business of law. Built through a collaborative effort with its clients, Coyote Analytics offers a simple and easy-to-navigate interface, a robust feature set, great customer service—all at a reasonable price point.

LawToolBox

LawToolBox.com creates out-of-the-box deadline rulesets and docketing management tools for law firms and legal departments. The LawToolBox solution allows its customers to easily and methodically manage litigation and compliance deadlines with confidence.

Microsoft Outlook

Microsoft Outlook empowers you to work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs to meeting invites right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available.

PracticeMaster

PracticeMaster by Tabs3 is award-winning practice management software that helps your law firm find case, client and contact information—and find it fast.

Actionstep

Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

Centerbase

Centerbase is a complete legal practice management, billing, and accounting platform that lives in the cloud. It’s where the people you need, the information you share, and the data you use come together to get things done, no matter where it happens.

Clio

Clio gives you an overview of all case information from a single dashboard. Link every contact, document, calendar event, note, time entry, and bill to the appropriate case to make your law practice management tasks flow as smoothly as possible. Work on your cases from any computer with an internet connection or download the mobile app. Improve your workflow and minimize the time spent doing menial tasks so you can focus on those that count for your law practice.

CosmoLex

CosmoLex is cloud-based law practice management software that integrates trust and business accounting; time tracking; billing; email and document management; and tasks and calendaring, in a single application.

Coyote Analytics

Coyote Analytics offers a complete financial software system (time, billing, accounting) as well as a full practice management solution (calendar, docketing, document management, forms, contacts) to help firms manage the business of law. Built through a collaborative effort with its clients, Coyote Analytics offers a simple and easy-to-navigate interface, a robust feature set, great customer service—all at a reasonable price point.

Orion

Orion is robust time, billing, accounting and practice management software.  Since 1985, they’ve offered the legal industry perceptive software that delivers rapid return on investment, increased profitability and reliable performance.  Orion is scalable for firms from three to three hundred timekeepers and offers exceptional integration with Microsoft Office, Worldox, Net Documents, Law Pay and BigFish dashboards.

Tabs3

Tabs3 is specifically designed to meet the accounting requirements of law firms. With minimal setup and zero workarounds to satisfy most bar associations, you can print financial statements, write checks, reconcile bank statements, and manage client trust accounts in one easy-to-use and fully integrated system.

Atticus

Over the last 29 years, Atticus has trained well over 20,000 attorneys through seminar and training programs with bar associations, law firms, and private organizations serving the legal profession nationwide.

Global Strategic

Global Strategic is a provider of business process solutions, which deliver enhanced efficiency and improved productivity for financial institutions, insurance, title, accounting, staffing and the legal professions.

Ruby ®

Never miss an opportunity with Ruby—the number one customer communication solution for growing businesses. Ruby’s highly trained US-based virtual receptionists and chat specialists answer calls and chats live, 24/7/365, saving small business owners time to focus on what they do best. Ruby connects with every caller and website visitor, performs customer intake, schedules appointments, screens and transfers callers, and more – adding to more opportunities and time saved. Learn how Ruby can help your business.