Workflow Automation

What is Workflow Automation?

Workflow Automation tools enable the automated execution of a series of user defined tasks, typically based on conditional logic, to perform repetitive tasks and to coordinate the inputs and actions of multiple people involved in related processes.
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Small Firms(29)
Medium Firms(37)
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Large Firms(34)
Corporate Legal Department(32)
Government(18)
Corporate Business Operations(17)
Judiciary(10)
Non Profit or Legal Aid(13)
Law School(7)
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Consumer facing (Business Use)(3)
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Insurace; litigation funders(1)
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By Legalboards
Offers LawNext Discount
Intended for:
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Medium Firms,
Solo Practitioners,
Large Firms,
Corporate Legal Department
Legalboards’ features go beyond traditional case management systems to help agile lawyers get things done. Our cloud-based services empower legal practitioners to plan, build, and execute customized workflows for daily work.
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LINK App for Lawyers

By Mobile Helix, Inc.
Offers LawNext Discount
Intended for:
Large Firms,
Medium Firms,
Small Firms,
Government
Mobile Helix is the maker of the LINK encrypted app for lawyers. LINK uniquely integrates Document Management Systems with Outlook email in a single, secure app to provide legal workflows. LINK is integrated with iManage Work®, NetDocuments DMS, OpenText eDocs, Outlook, SharePoint, OneDrive, the Office apps, and portal/intranet and web applications.
Has LawNext Product Demo
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BigHand Workflow Management

By BigHand
Intended for:
Corporate Legal Department
BigHand Workflow Management is a task delegation solution that allows work to be automatically routed to the right support staff at the right cost to the firm, and monitored through to completion. Output reports can be used by management for visibility of key metrics like work type, volume, capacity and utilization for informed resourcing and productivity decision making.
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By Syncly
Intended for:
Medium Firms,
Small Firms,
Large Firms,
Corporate Legal Department
Syncly helps law firms move documents across the tech stack, though the use of connector based workflows.
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NeotaProfile Image

Neota

By Neota Logic Inc.
Intended for:
Corporate Business Operations,
Large Firms,
Medium Firms,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid,
Law School,
Non-Legal Consumer (Business Use)
Neota’s no-code technology and modular building blocks enable legal teams and law firms to quickly build, connect, and scale solutions that seamlessly integrate with the rest of their tech stack. With Neota’s visual, enterprise-grade platform designed for legal automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables teams to easily develop and deploy decision-making and workflow solutions to automate documents, decisions and processes. Built to empower individuals while meeting the security and compliance requirements of the enterprise, Neota Logic® is a powerfully robust and flexible self-service platform. As a true business partner, Neota experts are always available to offer professional service support to ensure clients realize the full value of the platform.
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FourthParty

By FourthParty
Offers LawNext Discount
Intended for:
Solo Practitioners,
Government
Mediators of all types use FourthParty for better relationships. Manage your cases, contracts, and compensation for existing clients. It's like having an entire back office and marketing team without the extra salaries or management headaches.
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Streamline AI

By Streamline AI
Offers LawNext Discount
Intended for:
Corporate Legal Department,
Corporate Business Operations
Streamline AI is an intelligent intake and workflows system founded by a former DoorDash AGC and a former Google engineer. The system is purpose built for in-house legal teams to:  • Collect and organize all legal requests via configurable intake forms +  email, Slack, and Salesforce • Automate assignment, approvals, and workflows for each type of legal request • Provide real-time visibility and collaboration for all stakeholders around each request; • Track key metrics (request volume, SLAs, and much more) to demonstrate the legal team's value and justify new hires over time Streamline solves a critical pain-point that was experienced first-hand by Kathy Zhu as a commercial lawyer at Medallia and as Head of Commercial Legal at DoorDash. Happy customers include VSCO, Branch Metrics, Pantheon, among many others.
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ActiveWords

By ActiveWords Systems, Inc.
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid,
Law School,
Consumer facing (Business Use),
Consumer facing (Personal Use)
ActiveWords is a pure Windows Productity tool for lawyers and legal professionals.
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ONELAWAI

By ONELAW
(2)
Offers LawNext Discount
Intended for:
Medium Firms,
Large Firms
OneLaw is bringing digital employees to the legal industry. The legal world is in a perfect position to maximize new client acquisition, improve client experience, and increased profitability. Our Modern Architecture allows our conversational AI, Amelia, to fit into any landscape. Let us focus on relieving the headaches you have with your firm. We are a production of orchestration and automation. We orchestrate conversations with users to then facilitate and complete an entire process. Amelia plays an assistive role, taking away highly mundane and repetitive tasks. This allows your human employees more time to focus on the things that empower them and provide real value to your firm. OneLaw offers you a way to scale your business without losing productivity. Contact us to learn more about the power of conversational AI and how we can help your firm escape the mundane.
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Lawcadia

By Lawcadia
Intended for:
Corporate Legal Department,
Government,
Medium Firms,
Large Firms
Lawcadia is an end-to-end legal operations platform that in-house legal teams and their law firms use for intake and triage, matter management and legal spend management. Utilising Lawcadia Intelligence, an intelligent automation engine, Lawcadia incorporates no-code automation and logic-based workflows with built-in document and workflow automation, collaboration tools, and BI reporting. Lawcadia is headquartered in Australia with clients in Asia-Pacific, Europe and North America, including corporate and Government legal teams and over 170 law firms. For more information about Lawcadia, please visit Lawcadia.com
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Termi

By Helm360
Intended for:
Large Firms,
Medium Firms
Termi is an AI-enabled virtual assistant and knowledge management solution for law firms. This powerful tool sits on your screen as a deceptively simple chatbot. On the back end, it integrates with all of your firm's major applications and databases. By simply typing questions in the chat, users can perform a vast array of activities that used to require slow, frustrating back-and-forth interactions with other business functions. Need to know outstanding AR for a particular client? Termi can look it up. Can't find the new hire onboarding deck? Termi will go into your messy DMS and get it for you. Want help performing a specific task in your financial system? Termi can serve up the right training video. Termi also comes with a robust dashboard platform for slicing and dicing data. Say goodbye to complicated SQL queries and hello to simple drag-and-drops! With no more waiting on reports or IT help tickets, your firm's productivity goes through the roof. Contact us for a free demo.
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CE Manager

By Litera
Offers LawNext Discount
Intended for:
Small Firms,
Medium Firms,
Large Firms,
Corporate Legal Department,
Corporate Business Operations,
Government,
Judiciary,
Non Profit or Legal Aid
CLE Tracking Software and Learning Management System for Law Firms Manage your law firm’s CLE, CPD, and learning with these powerful features: Accurate CLE tracking and compliance management for all US jurisdictions, and CPD Compliance Tracking internationally – all tracked with detail and precision Provide your attorneys and staff with a user-friendly Learning Management System (LMS) Access advanced, multi-office course scheduling with seamless Outlook integration
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LawCruit

By LItera
Offers LawNext Discount
Intended for:
Small Firms,
Medium Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid
Applicant Tracking System for Law Firms Streamline your entire candidate-to-hire process with these dynamic features: Integrate seamlessly with attorney and interviewer Outlook calendars for easy interview scheduling Customize and automate emails to applicants based on their status and interview results Provide a customizable dashboard for each recruiter to view applicants for specific positions and interview information
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Specifio

By Specifio
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Legal Department
Specifio is a fully-automated service which uses advanced natural language technology for generating first-draft patent applications.
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Top Performance

By Litera
Offers LawNext Discount
Intended for:
Small Firms,
Medium Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid
Performance evaluation software designed specifically for attorney and staff reviews at law firms. Motivate and inspire your lawyers and staff to achieve peak performance with these exciting features: Evaluate individuals across offices, departments, positions, and levels including partners, associates, and staff Create custom evaluations based on roles, departments, client matters, and more Achieve performance objectives through an effective 360 evaluation process or immediate feedback
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Woodpecker

By Woodpecker
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Corporate Legal Department,
Non Profit or Legal Aid,
Consumer facing (Business Use),
Law School
Woodpecker is the only Word-based, attorney-friendly legal document automation system that empowers law firms to standardize and productize their legal documents using their existing processes and technology.
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RSignProfile Image

RSign

By RPost
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid,
Law School,
Consumer facing (Business Use),
Consumer facing (Personal Use)
RSign® is the e-signature platform by RPost®, a global leader for more than a decade. RSign® combines feature-richness with elegantly easy to use and affordability at scale. Unique to RSign is its ability to make common e-signing simple and automated, while meeting all of your document, form, or workflow scenarios.
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NeosProfile Image

Neos

By Assembly Software
Intended for:
Solo Practitioners,
Medium Firms,
Small Firms,
Large Firms
Assembly provides legal practice management solutions trusted by 2,500+ top law firms to optimize workflows and maximize the bottom line. Combining legal know-how with next-gen innovation, our cloud-based solution Neos puts more tools in your hands: a live activity feed, real-time dashboards, automated reports, native intake, world-class support, and more. Save time and improve efficiency by leveraging rich document management features such as document merging and file collaboration. Access templates for dozens of case types and customizable case libraries. Additionally, use Intake Pro to automatically process incoming leads from call-ins or web sources and send notifications to clients; generate and send a retainer, referral, or rejection letter with the click of a button; generate reports that track marketing campaigns and provide insight into ROI and pipeline activities; even keep leads warm with automated emails and SMS messages.
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BigHand Resource Management

By BigHand
Intended for:
Large Firms
BigHand Resource Management is a legal work allocation and resourcing tool that allows law firms to identify resources, forecast utilisation, manage workloads and add structure to career development for lawyers. The solution delivers real-time visibility of team availability and costs, improved profitability on matters and supports DEI goals and equitable allocation of work.
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ECFX Notice

By ECFX
Offers LawNext Discount
Intended for:
Small Firms,
Medium Firms,
Large Firms,
Corporate Legal Department
ECFX Notice automates the downloading, profiling, storing, and distribution of court documents in ECF notices for both Federal and State courts. Electronic court documents are automatically downloaded and stored anywhere, including the firm DMS, client share folders, and practice group file repositories. Email notifications with the court documents attached are sent to all relevant attorneys, legal assistants, paralegals, and docketing clerks. Team members can choose to receive the documents in the format of their preference (PDFs, links to the documents in the firm DMS, or links to the documents in ECFX Cloud), and the email notifications can include internal firm data such as matter number and matter name. Administrators can also track a variety of electronic court filing activities using a powerful Analytics Dashboard.
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GlobalWork

By Litera
Offers LawNext Discount
Intended for:
Medium Firms,
Large Firms,
Corporate Legal Department,
Government
Resource & Work Management - Find the best personnel for assignments and deliver successful projects. Prioritize Diversity, Equity and Inclusion (DEI) for fair and equitable work distribution. Effortlessly allocate the firm’s resources, workload, and efficiently manage project planning for attorneys and staff alike – with these valuable benefits: Find the right people for the right work across multiple projects and teams. Simplify client matter work allocation using a talent dashboard that provides individuals’ suitability based on skill set and recommendations. Focus on Diversity, Equity and Inclusion (DEI) to avoid unconscious biases, while prioritizing fair and equitable work distribution. Optimize case management and project planning using flexible views to update and track assignments, tasks, and overall collaboration.
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NetDocuments PLAN Solution

By NetDocuments
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government
PLAN focuses your people and information on getting results. This includes convenient, easy-to-use tools that coordinate teams and tasks, provide real-time team communication, facilitate task management through checklists and workflows, and deliver collaborative document annotation and overlays to simplify findings and other tasks. PLAN is ready to reduce your inbox congestion, keep lines of communication open and active, streamline workflows, and make your teams more efficient and productive.
CertaProfile Image

Certa

By Certa
Intended for:
Non-Legal Consumer (Business Use),
Corporate Business Operations,
Large Firms,
Corporate Legal Department,
Medium Firms
Based in the San Francisco Bay Area, Certa is a leading no-code platform for procurement and compliance on a mission to relieve onboarding bottlenecks and let companies get back to the work that matters to their stakeholders. Founded in 2015, Certa uses over a hundred integrations with trusted data sources and systems to automate and orchestrate workflows. This allows for 3x quicker third-party vendor onboarding while minimizing risk and increasing transparency. Certa has on-boarded over a million companies across 120 countries for clients that range from leading tech firms to Fortune 500 companies.
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Docketman

By Glue Applications Software, Inc.
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms
Docketman is a complete, comprehensive and easy to use solution that automates the complex calculations required to complete your Closing Disclosure, HUD and ALTA Settlement Statements. Other features include: - Clio Integration: Matters, Contacts and Documents - Ledger and Check Printing - QuickBooks Integration - 1099-S
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Rowan Patents

By Rowan TELS
Offers LawNext Discount
Intended for:
Small Firms,
Medium Firms,
Large Firms,
Solo Practitioners,
Corporate Legal Department
Rowan Patents is designed specifically to draft and prosecute patents. For drafting, it gives you all the elements of a patent – claims, drawings, and specification – in one tool, synchronizing and linking content across the entire application to ensure consistency. If terminology gets changed, it is changed everywhere. Rowan Patents handles numbering of claims, figures, and parts automatically. If anything is moved or added in the application, everything gets renumbered, and dependencies are maintained.
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Draft Builders

By Draft Builders
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Legal Department
Draft Builders is filling a gap in the market for high-end, domestically-based patent outsourcing. We help busy patent preparation & prosecution teams handle surges in work and scale their practices without additional hiring and management overhead.
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Cimplifi eDiscovery, Litigation, and Investigations

By Cimplifi
Intended for:
Medium Firms,
Small Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Non-Legal Consumer (Business Use)
Proven expertise, technology, and review solutions help you minimize risk, reduce data complexity, and drive efficiency. From processing and collections to predictive coding and analytics, we offer you time-tested expertise with customizable technology and end-to-end services to meet any eDiscovery need.
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Legal NinjaProfile Image

Legal Ninja

By Legal Ninja Inc.
Offers LawNext Discount
Intended for:
Large Firms,
Medium Firms
We help law firms triple their efficiency by replacing manual data entry tasks with automation. Legal assistants must manually do tasks based on certain triggers, such as the receipt of a document. With Legal Ninja, they create a template of what they want done in the case management program, such as creating calendar entries, updating custom fields, add notes, generate document templates and tasks lists. Hit submit and all the work is done for you automatically. Our software automates multiple repetitive actions being done within the user’s case management system. It can be used with any type of law firm. It allows the user to be three times faster than doing the work manually. Human Error on data entry and administrative tasks are the #1 cause of legal malpractice claims. Let the Legal Ninja software do what a human can do, but much faster and more accurately. You no longer need to hire more staff to get the same jobs done. Immediately triple your staff size without the cost.
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ShareFile

By Cloud Software Group
Intended for:
Solo Practitioners,
Medium Firms,
Small Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid,
Law School,
Non-Legal Consumer (Personal Use),
Non-Legal Consumer (Business Use)
ShareFile for Legal helps streamline common document-heavy workflows while enhancing security for document sharing, onboarding, communication, and other tasks. And it simplifies service delivery for better productivity and a more seamless client experience.
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Has LawNext Product Demo
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Blue J Tax

By Blue J
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Government,
Non Profit or Legal Aid,
Law School,
Corporate Legal Department,
Judiciary
Blue J is a legal and tax research and analysis software tool that combines unique legal expertise and AI to help experts build better answers, more than 100x faster.
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HyperDraft

By HyperDraft, Inc.
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms,
Corporate Legal Department,
Corporate Business Operations
HyperDraft is an AI-powered, customized drafting, editing, and analysis software platform for legal professionals. HyperDraft’s team customizes its easy-to-use products and managed service solutions for each client so that clients can experience immediate value as soon as they start with HyperDraft without any extensive training or onboarding required.
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Legal Karma

By Legal Karma
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Corporate Legal Department,
Corporate Business Operations,
Non Profit or Legal Aid
Legal Karma empowers law firms to modernize the delivery of their services and win markets they're failing to reach today.
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Filevine

By Filevine
Intended for:
Solo Practitioners,
Medium Firms,
Small Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid
Filevine is the leading cloud-based work platform for legal professionals. Powering everything from case management and client communication, to legal document drafting and business analytics, Filevine is building a future where the intersection of legal work and business is made seamless, transparent, and effortless for legal professionals and everyone they interact with.
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Cimplifi Processing & Hosting

By Cimplifi
Intended for:
Medium Firms,
Small Firms,
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Non-Legal Consumer (Business Use)
State-of-the art eDiscovery processing and hosting capabilities offer flexibility, scalability, and innovation to handle matters of any size and complexity. We offer multiple platform options through Relativity, Nuix, and Disco, enhanced with proprietary workflows and automation tools to deliver insight into your data with speed and efficiency.
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LeanLaw

By LeanLaw
Intended for:
Medium Firms,
Small Firms
LeanLaw is the purpose-built financial operating system built by lawyers, for lawyers. Specifically designed for small and mid-sized firms, LeanLaw empowers Firm Administrators, Attorneys, and Partners to ensure everything billable is being captured, money is flowing through the firm properly, and reports are always run-ready. We're on a mission to help modern law firms be more efficient, collaborative and profitable through smarter financial operations. With LeanLaw's suite of features and solutions firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model.
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Truve

By Truve
Offers LawNext Discount
Intended for:
Medium Firms,
Large Firms,
Corporate Legal Department
Truve is a new, simple-to-use, first-of-its-kind technology designed to help law firms structure and leverage their data. It's the data hub, analytics, and productivity platform for the law firms of the future. Our suite of AI-based tools and dashboards allow personal injury law firms to analyze and understand their firm performance end-to-end.
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Hivelight

By Hivelight
Offers LawNext Discount
Intended for:
Medium Firms,
Small Firms,
Large Firms,
Corporate Legal Department
Hivelight is the productivity platform for legal teams. We solve the operational challenges of your growing firm: Train and delegate to staff at scale; Have live visibility of the progress of all your matters; Coordinate efficiently with your team; Project manage your matters, collaborate with external team members, and easily create workflows and edit them on the fly to adapt to changes in the case. Onboarding takes minutes, not months. Hivelight helps you manage your work and lead your team in a way that scales. Contact us and let's get started today!
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RubyLaw Express

By RubyLaw
Intended for:
Large Firms,
Medium Firms,
Small Firms
RubyLaw Express is a cost-effective, all-inclusive marketing technology solution that powers websites, manages experience data, automates and creates compelling proposals and pitch documents, and ensures the integrity of digital content for growth-minded law firms.
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VisiRule

By LPA Ltd.
Offers LawNext Discount
Intended for:
Corporate Legal Department,
Large Firms,
Small Firms,
Law School,
Non-Legal Consumer (Business Use),
Medium Firms,
Non Profit or Legal Aid
VisiRule is a flexible software package which enables legal practitioners and non-programmers to develop solutions using their own expert knowledge. VisiRule combines the very best of expert systems, Business Rules, rapid prototyping, decision trees, flowcharts and document automation into one easy-to-use but powerful tool.
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Gavelytics

By Gavelytics
Offers LawNext Discount
Intended for:
Large Firms,
Corporate Business Operations,
Corporate Legal Department,
Government,
Medium Firms,
Small Firms,
Insurace; litigation funders
Patented, AI-powered analysis of tens of millions of litigation documents uncovering hidden patterns of behavior of judges, law firms, lawyers, litigants and more, coast-to-coast
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Contractify

By Contractify
Intended for:
Medium Firms,
Small Firms,
Large Firms,
Corporate Legal Department,
Government,
Judiciary,
Non Profit or Legal Aid
Contractify helps professionals on all levels to get notified automatically on important contract milestones (e.g. renewal dates, indexations,…) sign any contract securely online instantly see all important contract info in 1 view ️ create an overview of all your contracts & related mails, documents etc. collaborate on contracts with approval flows report on all your contract data with personalized dashboards
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Contracts 365

By Contracts 365
Intended for:
Corporate Legal Department,
Corporate Business Operations
Contracts 365® is powerful contract lifecycle management software purpose-built for businesses that run on Microsoft 365. We combine advanced features with expert configuration and thoughtful implementation to deliver the most flexible, secure, and easy-to-use CLM software on the market today
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TimeSolv

By TimeSolv Corporation
TimeSolv has been a web-based legal billing, timekeeping and project management solution for law firms since 1999. Born out of the Thomson Reuters Elite division and privately held since 2006, we offer all the conveniences of cloud-based software by working on any platform, Windows or Mac and any browser. With over $6 billion billed through our software in 20 years, TimeSolv is dedicated to making your firms’ time and billing process work for you to increase your profitability and grow your firm. Your success is our success.
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Betty Blocks

By Betty Blocks
Leading enterprise organizations use Betty Blocks to build faster and innovate smarter. We equip leading legal companies with the best solution on the market to create applications and automate processes. The platform gives them the framework to create, automate and scale as well as the skills and confidence to do it themselves. Using our no-code platform they are responding to customer demands faster than ever before.
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TrackWithEase

By TrackWithEase, Inc
Transaction Management for Real Estate Law Firms That’s Secure and Easy-to-Use
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