Alternatives to LexisNexis InterAction

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

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    Xero

    Xero

    Xero

    Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.
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    8am

    8am

    8am

    8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.
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    Tabs3

    Tabs3

    Tabs3 Software

    Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.
    Starting Price: $40/user/month
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    Orion

    Orion

    Orion Law Management Systems

    Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com.
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    8am CasePeer
    8am™ CasePeer is smarter case management software for personal injury law firms. CasePeer is the only legal software-as-a-service platform built to drive better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. You're busy helping your clients make a full and fair recovery. That's why we've developed a turnkey platform for plaintiffs' law firms. Hit the ground running in days, not months, with CasePeer's intuitive, easy-to-learn legal practice management software.
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    Law Ruler

    Law Ruler

    ProfitSolv

    Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.
    Starting Price: $89/user/month
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    Soluno

    Soluno

    Devlos Software

    Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.
    Starting Price: $49 per month per user
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    PracticePanther Law Practice Software

    PracticePanther Law Practice Software

    PracticePanther Legal Software

    Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.
    Starting Price: $49.00/user/month
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    AbacusLaw

    AbacusLaw

    Abacus Data Systems

    AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.
    Starting Price: $87.00/month/user
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    Smokeball

    Smokeball

    Smokeball

    Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.
    Starting Price: $29 per user / month
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    8am MyCase
    8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.
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    Intapp DealCloud
    Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.
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    Curo365

    Curo365

    Curo365

    Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device.
    Starting Price: $16 per user per month
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    Clio

    Clio

    Themis Solutions

    Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.
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    CosmoLex

    CosmoLex

    ProfitSolv

    CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.
    Starting Price: $119/month/user
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    Nexl

    Nexl

    Nexl

    To get relationship data, other tools either require full data entry or require data stewardship, this leads to gaps or incomplete data. Other tools require you to buy multiple systems and then expensive services to connect them. Nexl combines all the tools you need to collaborate, into one. In modern work you need to collaborate, otherwise you get siloes and misaligned teams. Collaboration is at the heart of everything we do. Your relationship data problems are solved. Nexl automatically captures all your firm’s contacts and relationship insights for you. Our data enrichment add a layer of information you never had access to before. Segment your contacts by industry, job titles, locations, and even by who within the firm knows them.
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    Coyote Analytics

    Coyote Analytics

    Coyote Analytics

    Analyzing your profits and expenditures is the only way to ensure your law firm remains profitable. Reduce or even eliminate the possibility of human error by incorporating an intuitive, fully-integrated, and accurate financial reporting system with reliable law firm account software. This gives you the opportunity to recognize which areas of your law firm are performing best, and others that could use some improvement. Establish, manage, and meet your firm’s financial goals by tracking the profitability of the firm as well as for timekeepers, practice areas, and client matters. Capture more time and maximize accuracy with efficient ways to reduce revenue loss while meeting growing client needs. Meet your firm's financial goals by streamlining payables, reducing user error, and identifying profitable practice areas. Spend less time on administrative tasks and more time practicing law by optimizing your workflows.
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    3E

    3E

    Thomson Reuters Westlaw

    Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Meet today's needs and enable tomorrow's growth by streamlining the full range of your accounting and financial reporting activities. Connect all areas of firm business and gain instant access to real-time information to meet client needs.
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    Elite 3E

    Elite 3E

    Thomson Reuters Elite

    Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Easy access to information and key functions drive law firm performance by reducing the time needed to complete important business and operational duties. Meet today's needs and enable tomorrows growth by streamlining the full range of your accounting and financial reporting activities.
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    Peppermint CX365

    Peppermint CX365

    Peppermint Technology

    Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.
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    IntelliPad CRM

    IntelliPad CRM

    Versys Software

    IntelliPad by Versys Software is designed for Legal Marketing automation for law firms and other business and professional organizations requiring advanced maintenance and development of client contacts. IntelliPad user experience operates through a standard Microsoft Outlook environment for ease of use with some added data fields to provide more in-depth client knowledge. IntelliPad CRM is a powerful marketing platform that is feature-rich and constantly updated. Explore this website for detailed product descriptions and screen images of key product functionality. Meet your legal marketing and relationship management goals without any unnecessary complications by using IntelliPad. Empower your attorneys to have the most current and relevant relationship information possible at hand, either on their mobile device or desktop, as quickly as it’s known to anyone in the firm.
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    Juris

    Juris

    LexisNexis

    Build Stronger Business Results For Your Firm With A Single Financial Management Solution. Manage billing, accounting, expenses, and more with the streamlined financial management solution more firms trust. When basic billing tools may no longer meet your firm’s needs, count on LexisNexis® Juris® time, billing, accounting and financial management software to track and build stronger business results. Over receivables, payables, trust accounting and budgeting. Leverage Juris analytical tools and on-demand performance intelligence. Help firm leaders make sound decisions and drive stronger financial performance with deep insight. Juris software successfully provides the diverse timekeeping, billing, e-billing and accounting options that law firms require, along with ease of use and a strong audit trail. Capture more billable time by tailoring your time-entry workflow to work best for you.
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    Lawmatics

    Lawmatics

    Lawmatics

    Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.
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    Actionstep

    Actionstep

    Actionstep Software

    Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.
    Starting Price: $49/month/user
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    PCLaw

    PCLaw

    LexisNexis

    Practice management, billing, and trust accounting for law firms, used and trusted by more than 130,000 legal professionals worldwide. For more than 30 years, PCLaw has been enabling firms to manage matter information, bill and collect client payments, pay vendors, manage trust accounts, and track calendar appointments, tasks, time, and expenses — all from a single source. Time Matters delivers an adaptable solution that improves information-sharing, collaboration and workflow processes by automating redundant tasks. This enhances matter, client and document management, and increases your law firm’s operating efficiency.
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    lawsyst

    lawsyst

    ITsec

    Lawsyst is a reliable, intuitive, and easy to use cloud based & on-premises case management solution for all size legal firms practicing in the UK. Most of our clients are regulated by the SRA & are member of the UK Law Society. Lawsyst is not an ordinary legal case management system, it is a platform that offers the best-in-class legal billing system in the UK. It comes with a time recording software module along with an all-in-one cloud-based practice management software for legal firms of all sizes. It’s truly integrated unified communication experience with real-time data from the telephony infrastructure makes it unique in its class. Our law firm software is specifically built for the UK justice system. Lawsyst has a built-in CRM (Client Relationship Management) and leads management system with useful features rather than gimmicks that most users get confused with. Simplicity with power is the essence of lawsyst.
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    LeanLaw

    LeanLaw

    LeanLaw

    LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer Experiene
    Starting Price: $40/month/user
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    Fynsis Legal CRM

    Fynsis Legal CRM

    Fynsis Softlabs

    Increase sales and reinforce liaisons with the affordable and fast SuiteCRM for Lawyers. It's designed to provide legal professionals with all the necessary modules to grow a business and increase profits. As we all know, best legal practices with right client management techniques will enable busy law firms to engage in more productive tasks hence increase overall firm’s performance. Through SuiteCRM Legal CRM system, all team member such as paralegal, lawyers, attorneys and support staff can efficiently organize customer cases, related documents, associate appointments and log accurate time entries for billing and invoice. A legal CRM system has in-built functionalities to monitor and maintain a classified list of clients, important leads, prospects & all other necessary information. It captures primary information such as communication addresses, contact numbers, emails, & the conversations between the two, adding substantial information.
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    TrustBooks

    TrustBooks

    TrustBooks

    Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.
    Starting Price: $49 per month
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    ESILAW 360

    ESILAW 360

    ESI Software

    Part of the suite of software solutions by Dye & Durham, ESILAW is a trusted solution used by thousands of law firms across Canada for their accounting, billing and practice management needs. Dye & Durham is Canada’s leading legal technology provider, building and integrating solutions to maximize law firm efficiency. ESILAW complements a variety of our solutions, to ensure every dollar is accounted for, quickly and accurately. Our software provides the key features law firms need to run their businesses efficiently. From time and disbursement entry to trust accounting and cost recovery, ESILAW is the ideal solution to maximize productivity and profitability in your law firm. No need to worry about data integrity with automated daily backups, disaster recovery, and top-of-the-line security measures in a Canadian data center. Scalable software, due to cloud-based technology. Do not need any IT, or special support personnel to operate.
    Starting Price: $69 per month
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    Traffic Ticket CRM
    Traffic Ticket CRM was built specifically for high-volume traffic ticket and criminal defense law firms. It is the only fully integrated CRM software with court-data-based lead automation and mailer integration. Our tool not only allows you to manage your firm’s workflow but it also pulls court-data- based leads* and automates the mailer generation. All you need to do is print and mail. This allows you the opportunity to not only offset your CRM costs but generate revenues using the same tool. Our CRM software has been generating and managing revenues for attorneys since 2001. The Traffic Ticket CRM software is owned by App Maisters Inc. Based in Sugarland, Texas, App Maisters is recognized as one of the top app development companies in United States with more than 100 developers and over 400 projects delivered.
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    Centerbase

    Centerbase

    Centerbase

    Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.
    Starting Price: Contact Sales
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    Boolment CRM Software

    Boolment CRM Software

    Boolment Software Development

    Customer Relationship Management is a data analysis-driven avenue focusing on managing and improving a Company or a Firm’s interaction with existing as well as prospective clients/customers and ultimately boosting sales graph. CRM Software is a necessity for companies because it accouters them with the ordered or well-maintained knowledge of history and current status of their client’s purchasing behavior and interests in order to predict smartly analyzed future plans for them to increase business prospects. CRM plays a handy role in the energy sector and we help companies by enabling them to grow revenue with centralized contacts and leads, cloud database, fiscal monitoring with our advanced.
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    Manzama

    Manzama

    Diligent

    To grow and maintain relationships, advisory and law firms need to stay up to speed on developments within their clients’ industries. Sifting through market intelligence for actionable insights is a time-consuming challenge. But it doesn’t have to be. Maintain your knowledge and expertise with automated content discovery, analysis and evaluation. Provide current awareness, monitoring and alerting capabilities to all individuals and teams across the organization. Free up time to focus on delivering the best client experience possible. A well-informed law firm is better placed to drive new business and strengthen existing relationships. Keep tabs on any area of interest to your firm – from clients to prospects to competitors. Pre-built conceptualized search options make it easy for everyone to find exactly what they need.
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    CE Manager
    CE Manager provides accurate and up-to-date compliance rules and calculations. It allows firms to ensure compliance across jurisdictions, automate processes, and integrate with existing HR systems and content providers. CE Manager is an industry leader in CLE compliance. Its user-friendly LMS is designed to promote learning and development for the entire firm. Customize learning plans and deliver on-demand CLE content via mobile devices to your attorneys and clients to foster business development. Automate tracking requirements, mitigate compliance risks and ensure a high level of detail around rules. Automatically generate compliance reports in required formats. Proven technology to manage continuing education and compliance. A user-friendly LMS designed to promote learning and development for the entire firm. CE Manager allows you to run firm-wide compliance reports to show that attorneys are practicing in good standing, reducing risk, and showing clients the firm is compliant.
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    TitleTap

    TitleTap

    ProfitSolv

    TitleTap is a specialized provider of turnkey website and marketing solutions tailored for law firms and title companies. Their services encompass custom website design, search engine optimization (SEO), and a suite of marketing add-ons, including email campaigns, video and blog content, social media management, online advertising, and reputation management. TitleTap's platforms are designed with industry-specific features such as compliance with ALTA Best Practices, SOC 2 compliant hosting, SSL security, and accessibility tools. Additionally, they offer operational tools like net sheet calculators and online payment integrations to streamline client interactions. With a focus on enhancing online presence and client engagement, TitleTap aims to help legal and title professionals attract more leads and grow their businesses.
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    Leopard BI

    Leopard BI

    Leopard BI

    Leopard BI Suite is a business intelligence and legal analytics platform tailored specifically for the legal industry that delivers deep, data-driven insights, benchmarking, and predictive analysis to help law firms, recruiters, corporate legal departments, and law schools make informed strategic decisions in a competitive market. Built on over 20 years of meticulously maintained legal market data, the suite includes a collection of powerful reports and tools that empower users to uncover attorney connections for business development, benchmark firm performance across financials, staffing ratios, diversity metrics, and growth trends, and identify opportunities such as merger and acquisition targets, lateral hires, and recruiting priorities. It incorporates advanced predictive analytics and trend reporting to forecast outcomes and reveal actionable insights into attorney retention, firm health, and market dynamics.
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    Propense.ai

    Propense.ai

    Propense.ai

    Find new revenue streams for existing customers through AI. Propense.ai is the only data-driven platform that focuses solely on cross-selling. It transforms internal data into actionable revenue drivers, enabling and empowering firm leadership and professionals to better serve clients, gain strategic insights, and increase firm-wide revenue. Real-time access to cross-selling scores for firms, clients, industries & custom segments. Precise forecasting metrics for cross-selling goals. Proactively find new revenue streams for existing customers through AI. Discover new pipelines from market changes. Propense.ai is a SaaS platform that identifies new revenue streams for businesses, augmented with AI technology. Our B2B predictive sales intelligence model enables firms to streamline and maximize their cross-selling revenue by analyzing historical and market data points to reveal revenue opportunities hiding in plain sight.
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    Intapp Workspaces
    Intapp Workspaces transforms Microsoft Teams into a platform specifically built for creating engagement workflows, generating holistic insights, and automating engagement lifecycle management. Improve collaboration and connect distributed teams, all while automatically preserving your firm’s security and compliance standards. Free your professionals from the strain of administrative burdens and help them focus on strengthening client relationships and collaborating on engagement delivery. Make new engagement collaboration instantaneous and frictionless. Increase ROI for your firm’s Microsoft 365 investment and its productivity potential. Automate and maintain your firm’s security and governance standards, even with the rapid adoption of Microsoft Teams. Build, customize, and govern workspaces designed for engagement management. Use automated reminders to keep workspace owners accountable for updating lifecycle changes.
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    Obsidian Suite

    Obsidian Suite

    Obsidian Suite

    From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms.
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    Aderant Drive
    Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value.
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    ImmigrationTracker
    Use the immigration tracking solution relied upon by leading law firms, corporate HR, and legal departments. With Immigration Tracker™ software, facilitate interdepartmental collaboration while managing strict client timelines with automated reminders, tracker reporting tools, and customized workflows. Facilitate inter-departmental collaboration while managing strict timelines with automated alerts. Attract new clients with streamlined recruiting processes and fully customizable intake questionnaires. Immigration case practitioners must often collect a wide variety of information from both foreign nationals and clients, making it hard to manage without a system of record. Case managers become immigration heroes for clients by managing strict timelines and generating real-time immigration reports that guarantee expiration dates and deadlines are not missed.
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    ContactEase

    ContactEase

    Cole Valley Software

    In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease. Complete the form to schedule time with one of our experts to learn more about the impact ContactEase will have on your law firm. Schedule a demo to see how ContactEase will benefit your current system or dive more deeply into our integration with the SurePoint Legal Management System (LMS) to unlock profitability by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance.
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    Milliman Datalytics-Defense
    AI powers the industry-leading legal spend management solution, delivering unparalleled analytics. Uncovering patterns and anomalies in your litigation costs shows you what works, and what doesn’t. Milliman Datalytics-Defense® second-generation e-billing solution uses AI to analyze your firm’s performance, helping you streamline invoice review, flag questionable line items, reduce costs, and discover best practices that can be applied firm-wide. Actuaries designed datalytics-defense legal spend management solution with a deep understanding of the insurance business. Since we specialize in insurance, you can feel confident in our solution. Datalytics-Defense legal spend management solution automatically aggregates fee and expense records from all vendors involved in the claims-handling process and extracts critical intelligence from defense counsel invoices using proprietary data-mining algorithms.
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    Nota

    Nota

    Nota

    Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer.
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    Winlaw

    Winlaw

    Legal Interact

    Winlaw is purpose-built to solve the real-world accounting problems of legal professionals.. It is tailored for law firms with 1 to 5 users who need a reliable, legal accounting tool. Whether you’re a sole practitioner or managing a growing team, Winlaw gives you peace of mind with cloud-hosted access, built-in compliance, and local support. It features: Trust, Business & Investment Ledger support, Automated reports: Trust Reports, Age Analysis, Variance Reporting, Secure encrypted emailing of invoices and statements, EFT exports & bank import with auto-matching. It complies fully with the Legal Practice Act.
    Starting Price: RZAR1000/per user/per month
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    Anaqua

    Anaqua

    Anaqua

    Anaqua delivers complete Intellectual Property software and services solutions, tailored to your specific needs. Anaqua delivers complete Intellectual Property software and services solutions, tailored to your specific needs. AQX Corporate: Streamline operations and enable strategic decision-making through process automation, business intelligence, and analytics. Transform IP into business success with process automation, integrated analytics, and tech-enabled services that streamline your operations and enable strategic decision-making. AQX Law Firms: Increase productivity and reduce risk by simplifying your workflow, keeping IP safe for clients, and offering actionable insight to your IP team. Law firms are increasingly looked at as business partners to provide strategic advice to clients. With powerful IP management software, law firms can provide insight into their client’s IP portfolios to help them make informed business decisions.
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    CARET Legal

    CARET Legal

    CARET Legal

    CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.
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    Kira

    Kira

    Litera

    Lawyers at the world's leading firms depend on Kira's powerful AI and collaborative workflows to accurately identify, extract, and analyze clauses and data points to deliver high-quality insights and diligence work products to their clients. Don’t leave money on the table. Deliver Total Diligence to realize new revenue streams and deepen client relationships by mitigating their risk exposure. Kira automatically highlights and extracts provisions that are important to you and helps you organize your data for analysis. Kira’s leading machine learning contract analysis technology has helped top teams globally. Firms can provide greater client value and mitigate risks through an efficient and accurate AI-powered contract analysis. Firms can provide greater client value and mitigate risks through an efficient and accurate AI-powered contract analysis. Corporate teams across multiple business units are able to make enterprise-wide data-driven decisions and uncover critical insights.
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    eimmigration by Cerenade
    eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 12,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.
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    Starting Price: $55 per user per month