Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
0 listings
Estatebly

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.I have custom templates that I would like Estateably to autofill - is that possible?

Features
  • Estate administration
  • Trust administration
  • Metrics Dashboard
Integrations
  • Google Suite,
  • Salesforce,
  • Clio
Like
Ask a question
HotDocs

Leading provider of automated document assembly technology, globally. Our software allows organisations to transform frequently used documents and forms into intelligent templates that enable superfast production of custom documentation.

Features
  • Template version control for all shared documents.
  • Firm productivity analysis available.
  • Focus on standardization, compliance, and operational efficency.
Integrations

N/A

Like
Ask a question
Wealth Docx

Wealth Docx provides interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, retirement & more. This service would be espcially helpful for lawyers practicing in this area.

Features
  • Irrevocable Trust System
  • PC and Mac seamless compatibility
  • Live, virtual, and personalized training included with subscription
Integrations
  • Clio
  • Lawmatics
  • Practice Panther
Like
Ask a question
Smokeball

Smokeball is a cloud-base servoice offering an all-in-one practice management software to law firms. The company's strength lies in automatically recording time and activity for you.

Features
  • Mobile app.
  • 'Communicate' Client Portal
  • Legal Form Library
Integrations

N/A

Like
Ask a question
BlueNotary

Connect with a certified notary online from your laptop or mobile. This service is available online in all 50 U.S. states and boasts of being completed within 10 minutes.

Features
  • Quick turnaround time
  • Mobile-compatible
  • Encrypted end-to-end
Integrations

N/A

Like
Ask a question
PandaDoc Inc.

Remote Online Notarization (RON) in the United States software that provides all-in-one document workflow automation platform. This helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.

Features
  • MISMO and SOC 2 Type 2 compliant
  • Notarizations for U.S. citizens located abroad available
  • Audit trail and tamper-proof X509 certified documentation
Integrations
  • HubSpot
  • Salesforce
  • Zoho
Like
Ask a question
4L Law Firm Services

The company provides outsourced accounting services to increase efficiency, productivity, and profitability. Seasoned accounting experts in the legal field offer their services through economies of scale.

Features
  • Monthly Accounting Services
  • Financial Procedures
  • Law Firm Accounting Software
Integrations

N/A

Like
Ask a question
ENVOLTA Inc.

ENVOLTA Inc. is a full tax preparation and Bookkeeping Company serving businesses in Ottawa and surrounded area. The firm provides complete Law Firm Accounting & Bookkeeping Services in Ontario.

Features
  • Tax Planning
  • Free initial consultation
  • Cloud Accounting
Integrations

N/A

Like
Ask a question
Audit Prodigy

Audit Prodigy is a Audit, Compliance and Risk Management SaaS platform for mid-size teams offering a simple yet versatile alternative to inefficient spreadsheets and clunky GRC tools. The software integrates various systeme such as Risk Assessments, Control Testing, Certifications, etc. in one place and enhaces workflow efficiency.

Features
  • SOX Compliance
  • Audit Planning
  • Fast onboarding process.
Integrations

N/A

Like
Ask a question
Wolters Kluwer

The Enablon Audit Management software enables large and complex organizations to reduce audit costs by standardizing the assessment of regulatory compliance across the organization, instead of having disparate and duplicate processes. Targeted audit plans can be developed based on historical compliance performance and other risk indicators. In addition, all potential instances of non-compliance can be identified in a more consistent way.

Features
  • Compliance Management
  • Audit Planning
  • Risk Assessment
Integrations

N/A

Like
Ask a question
No Listing Found.
Please try different keywords.