CosmoLex Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

Centralized accounting record which tracks all financial transactions

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Track outstanding invoices and the money owed from clients

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Track money owed to a company's creditors/suppliers

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Create and revise an unlimited number of budget, plan and forecast scenarios.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Generate reports to assess the financial performance of an organization

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Information, data and reports that are being tracked over time

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Manages law firm contacts and client information.

Store, manage and track all forms in a centralized location

Ability to record, store, update, and retrieve information

Create, manage and track all task activities and progression

Search and check for conflicts of interest or statutes of limitations

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, store and organize emails within the system or via third-party apps

Track, store, and access client contracts or licenses

Setting up the amount/charge for per hour of work by a company or professional

Track and manage schedules and meetings via an integrated calendar

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Integrate with a third-party accounting system

Plan, manage, and track the financial activities of an individual or organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

Patent/Trademark Management

Manage contact details and communication with clients

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Specify or track the date/time a project, task, etc., is due for completion

Manage and maintain a detailed record of information and updates associated with each court case

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and maintain a detailed record of information and updates associated with each court case

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Specify or track the date/time a project, task, etc., is due for completion

Manage various aspects of appointments including booking, rescheduling, canceling

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Tracks billable hours and time spent on specific tasks.

Allows clients to pay bills within the solution, typically via a portal.

Bills clients via email or a client portal.

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Track delivered, received, and opened emails

Track the status and progress of tasks

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Facilitates document modification with comprehensive change logging

Offers a unified system storing all legal data for easy management and retrieval

Controls access and sharing based on user permissions

Securely archives legal documents in an organized, digital repository

Public or private sharing of digital files such as documents, audio/video, images, and more

Monitor and record expenses such as purchases or charges incurred

Track and document all activities across devices, networks, and other systems

Securely stores data to prevent data loss or breaches

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance

Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness

Search for specific words or phrases within a document or database

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions

Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features

Leverages artificial intelligence for task automation, streamlining workflow and decision support

Use AI to generate content in the form of text, images, videos, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

Enables document access from any device, from anywhere, thereby enhancing flexibility

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

Manage employee salary processes, data, taxes, and records administration efficiently

Calculation of consumption tax imposed on the sale of goods/services

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

View and track pertinent metrics to find patterns and gain insights from data

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive data and information in real time

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

Track and manage adherence to policies for any service, product, process, or supplier

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track and manage inventory levels to maintain proper supply

Plan, manage, and track the financial activities of an individual or organization

Track and document all activities across devices, networks, and other systems

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

Allow users to create, edit, and sort multiple notes

Assigning tasks, assist with matter management , and distributing work.

Manages the entire contract process, from creation and negotiation to signing.

Provides custom quote creation functionality.

Automates operation related tasks, such as engagement letter.

Contains in-application messaging abilities

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on lead recording.

Allows users to conduct analysis on support activities.

Offers customization of the client portal and law firm dashboard.

Contains customer request handling functionality and issue tracking.

Provides analytics tools that reveal important business metrics and track progress.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Data is backed up automatically to prevent data loss

Customize contracts and forms to collect specific information

Track and document all activities across devices, networks, and other systems

Electronically collect payments for goods or services

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Extra layer of security that requires not only a password and username but also something specific to that user

Track interaction history by documenting conversations for contacts

Track revisions and updates made to files and navigate between different versions

Accept and process credit card transactions

Track the status over time for a request, process, asset, or transaction

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Log and record hours worked and costs spent to assist in billing and invoicing

Accept and process online payment transactions

Send and receive text messages to communicate with clients or prospects in real-time

Track billable hours and/or non-billable expenses for work performed

Access the system via a mobile application

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Timed notification for any upcoming task, deadline, appointment, or activity

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Custom forms to streamline repetitious aspects of a document

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Provides a channel for team members to share media files, communicate, and work together

Securely stores data to prevent data loss or breaches

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access software remotely via mobile devices

Create backups and provide methods to recover deleted/lost data

Accept, record, and reconcile financial transactions

Customize contracts and forms to collect specific information

Manage and support multiple locations

Use AI to generate content in the form of text, images, videos, etc.

Track money owed to a company's creditors/suppliers

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A financial statement that lists a company's accounts and details the account type and balance

Manage and track financials on a project-to-project basis

Convert data into a code for security

Track outstanding invoices and the money owed from clients

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Create, manage, and send invoices or bills to customers

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

Change one currency to another based on real-time rates/values

Pre-designed layouts that can be customized to match preferences and requirements

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

Private online space that lets businesses securely share documents and provide information access to clients

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Access work applications remotely, for when working away from the office and/or traveling

Calculates a company's working capital which is the amount of money a company has available to run its business

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Designed for small businesses

Customize data fields to support various needs and use cases

Create, manage, and send invoices or bills to customers

Search and filter data across systems to locate required information by entering keywords or certain criteria

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage and track all task activities and progression

Timed notification for any upcoming task, deadline, appointment, or activity

Track and manage schedules and meetings via an integrated calendar

Creation, processing, verification, and execution of invoices till the payment is made

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Generate quotes or estimates for customers

Measure and track time including hours worked and paid time off (PTO)

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Application programming interface that allows for integration with other systems/databases

Track the list of items required to be billed/invoiced to clients

Use AI to generate content in the form of text, images, videos, etc.

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Data is backed up automatically to prevent data loss

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Compare and match accounting/financial records with corresponding bank statements

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage contact details and communication with clients

Plan, manage, and track the financial activities of an individual or organization

Pre-designed layouts that can be customized to match preferences and requirements

Setup and send recurring or automated bills

Centralized accounting record which tracks all financial transactions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Private online space that lets businesses securely share documents and provide information access to clients

Store, manage, and track all electronic documents in a centralized location

Setting up the amount/charge for per hour of work by a company or professional

Define levels of authorization for access to specific files or systems

Accept and process credit card transactions

Monitor and record expenses such as purchases or charges incurred

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Specifically designed to address the needs of law firms and legal departments

Pre-designed layouts that can be customized to match preferences and requirements

Extra layer of security that requires not only a password and username but also something specific to that user

Customize data fields to support various needs and use cases

Switch documents into read-only mode to prevent concurrent editing by multiple users

Manage contact details and communication with clients

Scan, move or upload electronic files within the software's repository

A record of all activities within the system, including user access, changes made, etc.

Specifically designed to address the needs of law firms and legal departments

Ability to recognize printed or written text within digital images or scanned documents

Alter the layout and content of reports

Manage, organize, and store contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Private online space that lets businesses securely share documents and provide information access to clients

Manage, store and organize emails within the system or via third-party apps

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Digitally sign online documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Custom forms to streamline repetitious aspects of a document

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, and send invoices or bills to customers

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Create, design and manage workflows for repetitive tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track, store, and access client contracts or licenses

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Initiate collection and analysis of known risks

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Track and report regulatory data to either internal management or external stakeholders

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Estimate or forecast of a future scenario based on the study of present trends

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Create, design and manage workflows for repetitive tasks

Reporting on how each user, task or process has advanced since its initiation

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and report regulatory data to either internal management or external stakeholders

Notifications that are delivered to users as soon as an event occurs

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Software program that continuously adjusts its behavior based on observed data

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Manage and handle various international currencies

Digitally sign online documents

Plan availability and assign specific time slots for tasks and resources

Manage and track all internal and external communication conducted via calls, email, text, or chat

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track the attendance of specific individuals or groups

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Request, track, and manage time off requests and vacation time

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Estimate expected cost based on various factors before a project begins

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

View and track pertinent metrics to find patterns and gain insights from data

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Upload, track, and submit receipts in a central database

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Active reporting of data and metrics

Track employee schedules, availability, and performance across projects and tasks

Accept and process online payment transactions

Accept, record, and reconcile financial transactions

Measure time to completion or hours worked for projects

Create, manage and track all task activities and progression

Compare and match accounting/financial records with corresponding bank statements

Add customized logos and colors to align with company branding

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage contact details and communication with clients

Securely stores data to prevent data loss or breaches

Addition of necessary external data, applications, tools, or features

Private online space that lets businesses securely share documents and provide information access to clients

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Accept and process credit card transactions

Specify or track the date/time a project, task, etc., is due for completion

Manage and support multiple languages

Send messages via SMS

Create, save, and store files

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Create, manage, and send invoices or bills to customers

Manage adding fixed assets to proposed budgets

Track sent and received payments, invoices, and bills.

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Store, manage and track all forms in a centralized location

Plan and coordinate all the resources, costs and time needed to execute assignments

Allow customers/users to submit support queries and service requests

Streamlining repetitive tasks and activities through automated and predefined workflows

Assign available resources (human and/or non-human) to various projects and tasks

Track delivered, received, and opened emails

Route documents and other data through one or more stakeholders for review and approval

Accept and process customer payments for products or services using hardware and software

Plan, manage, and track the financial activities of an individual or organization

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Generate reports to assess the financial performance of an organization

Track and manage the scheduling of tasks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Track the status over time for a request, process, asset, or transaction

Accounting functionality within the system, not requiring integration with third-party tools

Automate workflows and trigger campaigns based on customer actions

Access and track notes regarding case activities and updates within case files

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage and support multiple locations

Specifically designed to address the needs of law firms and legal departments

Receive system updates as soon as any changes are made

Search and check for conflicts of interest or statutes of limitations

Manage the process of evaluating documents or requests submitted for approval

Manage bookkeeping for client trust accounts

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Integrate with a third-party accounting system

Track the status and progress of tasks

Store and view prior invoices for each account/client

Extra layer of security that requires not only a password and username but also something specific to that user

Automated or logic-based workflows that assist in the creation of electronic documents

Calculates a company's working capital which is the amount of money a company has available to run its business

Monitor product stock levels

Manage employee salary processes, data, taxes, and records administration efficiently

Manage and track customer orders for goods, investments, or any other purchases

Measure and track time including hours worked and paid time off (PTO)

Automate processes to manage leads, contacts, opportunities and sales activities

Create invoices from scratch or have recurring invoices

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Software's ability to perform similar action on multiple similar files simultaneously

Calculation of consumption tax imposed on the sale of goods/services

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Automates core HR functions such as talent management, employee evaluation and learning management

Create budgets based on historical data and future projections

Monitor the progress of projects from start to finish

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Manage the planning and execution of supply chain activities

Gateway through which end users can view past bills and pay current invoices

Creation, processing, verification, and execution of invoices till the payment is made

Track time worked per client

Track employee/learner's progression through training programs

Search for specific words or phrases within a document or database

Integrates with QuickBooks

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Manage and track employee attendance

Clients can submit payments via mobile devices

Create backups and provide methods to recover deleted/lost data

Match digital receipt images or data with corresponding expense entries

Compare new data with existing records to detect duplicate entries

Access the system via a mobile application

Log and record hours worked and costs spent to assist in billing and invoicing

Designed for small businesses

Setting up the amount/charge for per hour of work by a company or professional

Ability to record, store, update, and retrieve information

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Track and manage employee time-off, vacation, and sick leave requests

Access work applications remotely, for when working away from the office and/or traveling

A chronological record of actions or occurrences within a network, software, or process

Data is backed up automatically to prevent data loss

Track actual spending to ensure it's in line with the planned budget

Issue payments to third parties via checks

A financial statement that lists a company's accounts and details the account type and balance

Track the list of items required to be billed/invoiced to clients

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track the amount of time spent on a job or task

Software is specifically designed to address the needs of professionals in the law industry

Synchronize with other calendars to view mutual availability and schedules

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage, record and track all business exchanges in form of money and its related interactions in the system