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PII Shield stops staff and AI agents leaking personal data into AI tools such as ChatGPT, Claude, Gemini and Copilot. It replaces names, ID numbers, email addresses, phone numbers, card and bank details with tokens like [PERSON_1] before anything is sent, then puts the real values back in the AI's reply, so the answer still reads normally and nobody has to change how they work. One redaction engine covers every way a team uses AI: a browser extension for Chrome, Edge and Brave that masks the chat box before send; a drop-in gateway for the OpenAI and Anthropic APIs; an MCP server; a hosted connector that puts your ATS, CRM or helpdesk into Claude with records already tokenised; a Claude Code plugin; and format-preserving redaction of Word, Excel, PowerPoint and PDF files, including scanned documents. A Leak Audit shows what personal data has already been pasted into AI chats. Prompts and personal data are never stored; logs hold counts only. Built in South Africa with POPIA and GDPR templates included. Public pricing, a 7-day free trial with no card, and self-hosting on the Enterprise plan.
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Fidoly is digital loyalty card software for independent shops: bakeries, restaurants, hair salons, wine shops, florists, beauty salons, dry cleaners… The owner sets up the programme on a single page: stamps, points or a cashback pot in euros, earned per visit, per amount spent or per item, with their own colour and reward, up to five offers at once. Customers scan the QR code at the till, leave their phone number, and the card is added to Apple Wallet; on other phones it opens as a web card. Nothing to download. At each visit, the owner types the customer's number or scans the card with a tablet or phone camera. The dashboard shows rewards due, this week's visits and customers who have stopped coming. Win-back messages go out on their own: the owner switches on "They haven't come back" or "Their reward is ready", and every morning Fidoly sends the message to the wallet card, or by email. The text is written in the shop's tone and never invents a discount. The customer file belongs to the owner, can be exported at any time and is hosted in Germany. One price: €25 per month excl. VAT, all included, no commitment, with a 30-day free trial and no credit card required.
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Guestion is a French sales management software for craftsmen, very small businesses and freelancers. From the first quote to payment, everything happens in one place: quotes with discounts and VAT, conversion to invoice, deposit and balance invoices, credit notes, pro forma invoices and delivery notes. Each invoice gets a legal number on validation and its PDF is archived. Payments are tracked invoice by invoice (multiple payments, balance due, overdue invoices, customer statement) and pending quotes and unpaid invoices can be followed up by email. Customer records distinguish individuals and businesses (legal form, SIREN/SIRET, VAT number). Products: catalogue, categories, purchase prices and margins, stock updated with each sale, suppliers, purchase orders and receipts, and import of a wholesaler catalogue into product pages ready to sell online. Reporting includes a dashboard by period, reports by customer, item and month, and accounting export (FEC, CSV or Excel) sent to the accountant. Documents and emails use the company colours (5 templates). Guestion installs as a WordPress plugin (WooCommerce orders are invoiced automatically) or is hosted by us, with no website needed. Light version free; Guestion Pro from 9 EUR/month, no commitment. Interface in French.
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DOT Apply is a free online driver employment application for US trucking carriers. A carrier sets it up in a few minutes: find the company by its USDOT or MC number, confirm control with a code sent to the phone number FMCSA has on file, add a logo, and get a link. That one link works everywhere a carrier recruits: its website, job boards, Facebook groups, a text message, a QR code in the truck. The page can also be embedded on the carrier's own site. Drivers fill in the application on a phone. The CDL barcode fills in the license fields, and the medical card goes in as a photo. Before submitting, the driver signs the FCRA disclosure, the FCRA authorization, and the FMCSA PSP authorization. Each one is signed separately and stamped with IP, time, and a document hash, so the consent is on file before anyone orders an MVR or a PSP report. Each applicant shows up in the carrier's cabinet with a status, the signed PDF, and read-outs: what the CDL barcode says, gaps in the employment timeline, a §391.23 previous-employer call list, and whether the data is clean enough to order an MVR without it bouncing. DOT Apply does not pull MVR, PSP, or Clearinghouse records and does not run background checks. Those stay on the carrier's own accounts.
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Dissome is a voice-first AI employee for medical practices. It works entirely over the phone, so there is no app to download, no dashboard to learn and no hardware to install. Answering Service: Dissome picks up every call to your practice, 24/7. It recognizes returning callers, answers approved questions, takes messages, transfers and routes calls by department or staff name, books appointments into real availability, sends SMS/MMS confirmations, collects intake forms and surveys, and writes a transcript and summary for every call. Full Service Agent: your providers and staff call Dissome. After a visit, a provider can dictate a SOAP note from the hallway or the car. Dissome turns it into a structured note with AI-suggested billing codes, runs a sign-off workflow and exports FHIR R4 or CCDA to your EHR. Staff can also review the schedule, retrieve records, send information by email, manage tasks and start outbound AI follow-up calls. Most tools pick one lane, either answering or dictation. Dissome does both under one number. It runs on HIPAA-ready infrastructure with a BAA available on the Full Service Agent plan, and setup takes minutes: port your number, configure the agent, and it starts taking calls.
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RoundReady is the on-call app for Resident Assistants and the housing staff who support them. When an RA is on call, everything they need is usually scattered across binders, group chats, shared drives and memory. RoundReady puts it in one app on the on-call phone: the right number to call, step-by-step guides for every situation, the resident roster, an incident log, quick notes and ready-made texts to their on-call partner. It all works offline, so it keeps working in a basement or a stairwell with no signal. For professional staff, RoundReady shows who is on call in every community, live, including the Administrator on Call. Housing teams manage procedures, phone numbers and staff from an admin website, and every change reaches the phones automatically. Built for how residence life actually works: • Shift check-in with your on-call partner and a one-tap on-call phone hand-off • Sign-in that matches your campus: university single sign-on, email or PIN • Roster sync from your housing system or a simple spreadsheet • Your school's colors, six languages and an optional assistant that answers procedure questions One plan per university, with a free 30-day trial. Book a demo at roundready.app.
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Enforce review in your workflow by requiring a selected number of approvals to execute issue transitions
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Banx VoIP offers a comprehensive Voice over Internet Protocol service designed to replace traditional landline systems, enabling businesses to make and receive calls over high-speed internet connections. This transition not only reduces costs associated with conventional phone systems but also introduces a suite of advanced features that enhance communication efficiency and flexibility. Banx supports the 2talk platform, ensuring reliability and stability comparable to major telecom providers. Additionally, Banx specializes in the deployment of 3CX and Yeastar Cloud PBX systems, providing scalable and secure solutions tailored to diverse business needs. , [banx.net.nz] Key Features and Functionality: - Advanced Call Routing and Interactive Voice Response : Direct incoming calls to appropriate departments or individuals using customizable menus, improving customer experience and operational efficiency. - Voicemail and Call Recording: Access voicemails for each phone line and utilize call recording for accountability, quality assurance, and training purposes. - Call Redirection and Advanced Routing: Easily reroute calls to voicemail or emergency numbers during holidays or after hours, ensuring continuous business operations. - Multiple Direct-Dial Numbers: Assign up to five direct-dial numbers in the basic plan, allowing employees to have individual extensions for direct customer contact. - Softphone Integration: Replace traditional desk phones with softphone applications on PCs or smartphones, enabling call management from any location and supporting remote work environments. - Unified Communications: Beyond voice calls, Banx VoIP supports audio and video calls, real-time team availability status, video meetings with chat and screen sharing, and instant messaging with file sharing capabilities. - Security and Backup: Features include automatic detection and blacklisting of SIP attack tools, global IP blacklist updates, encrypted traffic via the 3CX Tunnel, and automatic failover for instant backup. Primary Value and Solutions Provided: Banx VoIP addresses the limitations of traditional telephony by offering a cost-effective, feature-rich communication solution that leverages existing internet infrastructure. Businesses benefit from reduced operational costs, enhanced call management capabilities, and the flexibility to support remote work setups. The integration of advanced PBX systems like 3CX and Yeastar Cloud ensures scalability and security, catering to the evolving needs of modern enterprises. By adopting Banx VoIP, organizations can streamline their communication processes, improve customer interactions, and adapt to dynamic business environments with ease. , [banx.net.nz]
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Three Dimensional Date Gadgets is a comprehensive suite of Jira dashboard gadgets designed to enhance statistical reporting and trend analysis by different date periods. This collection includes four primary gadgets: - Three Dimensional Monthly Gadget: Displays issue breakdowns grouped by month based on a selected date field, supporting various date picker or date-time fields such as Created, Due Date, Resolution Date, Last Updated Date, and custom fields. - Rolling Window Monthly Gadget: Presents the number of matching issues over the last X months, automatically adjusting the reporting time window relative to the current date. It includes options to calculate averages and compare them with the latest month, indicating trends with visual cues. - Rolling Window Weekly Gadget: Similar to the monthly version, this gadget focuses on weekly trends, displaying the number of matching issues over the last X weeks and providing performance indicators based on average comparisons. - Rolling Window Sprint Gadget: Allows users to view matching issues for selected boards and sprint states, such as active and future sprints, facilitating sprint performance tracking. Key Features and Functionality: - Dynamic Date Reporting: The Rolling Window gadgets automatically adjust reporting periods based on the current date, eliminating the need to update JQL filters manually. - Tabular Reports by Month and Year: Users can view the number of issues across months, grouped by selected fields like Issue Type, Assignee, or Project. The gadgets support various date fields, including custom date picker fields. - Trend Performance Indicators: Benchmark current period performance against averages from other periods, with visual indicators highlighting increasing or decreasing trends. - Grouping and Summation: Support for grouping data by year, summing totals for rows and columns, and providing clickable links to drill down into specific issues matching the statistics. Primary Value and User Solutions: Three Dimensional Date Gadgets empower Jira users to perform in-depth trend analysis and statistical reporting directly within their dashboards. By offering dynamic, configurable reporting periods and intuitive visual indicators, these gadgets help teams monitor performance, identify trends, and make informed decisions without the need for constant manual adjustments. This suite is particularly beneficial for tracking SLAs, workload anticipation, sprint performance, and overall project health.
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OneCG For the first time, it is possible to install Genesys applications, upgrade, promote application deployment and configurations automatically from one environment to next without worrying that something could fail. One Connect - OneCG connects to any number of Genesys platforms. It quickly discovers the platforms and provides a view on the number of servers and hosts. With a simple drag and drop function, users can take applications from App section and place it in any server/host. It creates the application object within config layer and using one click installs the same on to the actual server. Migrating Genesys applications from one server to another in just one click. It allows you upgrade Genesys application from the old version to any new available version in a single click OneTrack - It will connect to any number of Genesys platforms and start tracking configuration changes happening at Config Server. It tracks all the changes and highlights changes in a user-friendly dashboard. The user can rollback config changes in a single click in case something goes wrong. OneChange - OneCG is the only application that allows users to make changes in the lower platform. Once these changes are approved they can automatically be deployed into the next platform. OneCG tracks all configuration changes and automatically brings them into the change process. Users can also export configuration in a custom template which can be used for approval processes & can link to clients Change Management System and can only be performed once the change has been approved. Key Features 1-CLICK DEPLOYMENT - OneCG allows the user to deploy multiple Genesys Applications by just simple drag and drop feature in a user friendly interface. 1-CLICK UPGRADATION - Upgrade Genesys Applications in a single click. Just select the application version which you would like to upgrade. COMPLETE VISIBILITY - Providing audit trail which allows users to track the configurations changes and rollback in a single click. 100% AUTOMATION - Deploy applications or make configuration changes in the first platform and promote changes to the next platform seamlessly. PROMOTE/CHANGES REPORT - OneCG offers an easy to use reporting and management dashboard that gives an overall view on the promote progress. SECURE & RELIABLE - OneCG is portable and supports various architecture models such as deploying in Cloud, Hybrid or on-premise.
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Mountain Goat is order entry and order management software that turns emailed customer purchase orders into clean, reviewed order data without rekeying. Built for B2B manufacturers, distributors, and industrial suppliers, Mountain Goat is the order desk for teams that receive customer POs by email, PDF, and spreadsheet and have to manually read, match, and enter them into an ERP. Instead of retyping every order, your customer service and order-entry team reviews only what needs attention: missing fields, low-confidence data, duplicate POs, revisions, and unmatched items. Mountain Goat captures purchase orders from Gmail, Outlook, or manual upload, uses AI to extract PO headers and line items, cross-references customer part numbers to your item master, and flags exceptions before the order reaches your ERP. Every extracted field stays linked to its source document, so you get a full audit trail and traceability from received PO to exported order. Who uses Mountain Goat: contract manufacturers, precision machining and fabrication shops, medical device and life-sciences suppliers, aerospace and defense component makers, electronics and PCB assembly (EMS), injection molding and plastics, coating/plating/finishing providers, and industrial distributors any seller-side team drowning in manual order entry with customer-specific part numbers, revisions, and variable PO formats. Key features: -Sales order and customer PO data extraction (AI/OCR) from email and PDF -Gmail and Outlook inbox ingestion plus manual PO upload -Customer part number cross-reference and item master matching -Exceptions queue with severity, owner, and status -Duplicate PO detection and revision / change-order handling -Source evidence and field-level audit trail -Customer profiles, contacts, bill-to and ship-to addresses -Shared PO dashboard and order status workflow (Received → Needs Review → Booked) -Throughput, exception, and correction analytics -Role-based access and encrypted credentials -Clean CSV and structured export for ERP -Integrations and export: Mountain Goat fits into your existing stack and exports reviewed, structured order data for ERP and accounting systems including Oracle, SAP, Epicor, NetSuite, QuickBooks, and Salesforce a flexible alternative to EDI that lets you keep accepting whatever PO formats your customers already send. Stop losing purchase orders in a shared inbox. Stop booking duplicates. Go live in days and process more orders with the same team.
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Statable is privacy-friendly web analytics for website owners who want clear numbers instead of a reporting suite. The product runs on a single line of code, about 2 KB, and shows the whole picture on one screen: visitors, sessions, pageviews, bounce rate, engagement time, views per session and average visit duration. Traffic is broken down by source, channel, referrer and five UTM dimensions, including traffic that arrives from AI chatbots. Content reports cover top pages, entry and exit pages, hosts and HTTP errors. Audience reports cover countries, regions, cities, browsers, operating systems and devices. Every row in every report is clickable, so a site owner can filter the entire dashboard down to one country, one page or one source, and compare any period with the one before it. Statable does not use cookies or persistent identifiers and does not store IP addresses. Visitors are counted with a hash that is rotated every night, which keeps the numbers useful without identifying anyone. Because of this a consent banner is not required under GDPR, ePrivacy or PECR, and no cookie notice needs to be shown to visitors. Teams leaving Google Analytics keep their history. Statable imports Google Analytics 4 data through the official Google API in one click, so reports do not restart from zero on the day of the switch. Installation is documented for Next.js, Nuxt, React, Vue, WordPress, Google Tag Manager and plain HTML, and single page applications are handled out of the box. Beyond traffic reports, Statable covers custom events with properties, goals based on pageviews, scroll depth or events, funnels that show at which step people drop out, saved filters, a realtime view of the last 30 minutes, and a blocklist for IP addresses and hostnames. Four widgets can be embedded on a customer site: live users, top countries, a visitor map and a 3D globe. A dashboard can also be published as a read-only link for anyone who wants to share traffic numbers openly. All analytics data is processed and stored in the European Union, and a data processing agreement is available. Every plan includes unlimited websites and keeps data for as long as the account is active. Pricing starts at 9 dollars per month for 10,000 pageviews and scales with traffic, with a 30-day free trial. Statable is free for education sites and for projects hosted on GitHub Pages or GitLab Pages.
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AI Teaching Assistant Pro is an AI-powered digital assistant developed by Contact North | Contact Nord, designed to support educators in creating and managing course content efficiently. This free, private, and confidential tool offers a suite of features to streamline the instructional design process, enabling instructors to focus more on teaching and less on administrative tasks. Key Features and Functionality: - Multiple-Choice Question Generator: Create multiple-choice quizzes on any topic by specifying the number of questions and answer options. The tool supports various languages and allows for file uploads to generate questions from existing content. - Essay Question Generator with Scoring Rubrics: Develop essay questions tailored to different academic levels, complete with customizable 5-point scoring rubrics. Users can define the number of questions and select the complexity level to suit their course requirements. - Syllabus and Course Outline Creator: Generate comprehensive course descriptions, learning outcomes, and detailed syllabi. The tool facilitates course mapping to ensure alignment with curriculum objectives and provides teaching notes and slide content to support lesson planning. - Slide Builder: Quickly produce professional-quality presentation slides by inputting the desired number of slides and topic. The feature offers suggested graphics and integrates with PowerPoint’s Designer for enhanced visual appeal. - Learning Shorts: Create short AI-generated videos (2 to 4 minutes) on any subject to aid in explaining complex concepts, introducing new topics, or demonstrating procedures. Users can choose from various templates featuring lifelike avatars as narrators. - Faculty Assistant: Upload course materials to tailor AI Tutor Pro responses specifically to your course content. This feature ensures that tutoring sessions are grounded in the actual materials used in teaching, aligning with learning objectives and terminology. Primary Value and User Solutions: AI Teaching Assistant Pro addresses the time-consuming aspects of course preparation by automating the creation of assessments, syllabi, and instructional materials. By leveraging AI, educators can generate high-quality, customized content swiftly, ensuring alignment with curriculum standards and enhancing the learning experience. The platform's diverse tools support various teaching needs, from developing quizzes and essays to producing engaging videos and presentations. Additionally, the Faculty Assistant feature personalizes learning by integrating course-specific materials, providing students with relevant and effective tutoring sessions. Overall, AI Teaching Assistant Pro empowers educators to optimize their workflow, improve course quality, and focus more on student engagement and success.
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InvoSnap is an AI-powered invoice extraction tool built for freelancers, accountants, and small business owners who need accurate data from invoices without manual data entry. #How It Works Upload any invoice — a PDF from your email, an XML file from a supplier, or even a photo snapped with your phone. InvoSnap's AI (powered by GPT-4o) reads and extracts every field in seconds: vendor name, tax ID, invoice number, dates, line items, subtotals, taxes, grand totals, and currency. No templates, no training, no setup required. #Key Capabilities - 20+ Input Formats**: PDF, PNG, JPG, WEBP, and XML files up to 10 MB each. Handles scanned documents, mobile photos, and digital invoices equally well. - Complete Data Extraction**: Vendor details, invoice numbers, dates, line items (description, quantity, unit price, amount), subtotals, tax amounts, totals, currencies, VAT/Tax IDs, and notes. - 20+ Export Formats**: CSV, Excel, and region-specific XML schemas including UBL (Peppol-compatible), CFDI (Mexico), FatturaPA (Italy), KSeF (Poland), ZATCA (Saudi Arabia), and more. Compatible with Xero, SAP, QuickBooks, and other major accounting systems. - Batch Processing**: Upload multiple invoices at once and get all results in a single export. - Duplicate Detection**: Automatically identifies invoices already in your history by matching vendor + invoice number + total — prevents double-counting and wasted quota. - Line Item Intelligence**: Unlike basic OCR tools that only extract header fields, InvoSnap captures every line item with quantity, unit price, and amount. - Multi-Language Support**: Processes invoices in any language and currency. UI available in English and Spanish. #Who It's For - Freelancers** tracking expenses and preparing tax returns - Accountants** processing client invoices in bulk - Small Business Owners** automating bookkeeping workflows - Bookkeepers** importing data into QuickBooks or Xero #Why InvoSnap vs. Alternatives Most invoice extraction tools are either enterprise platforms starting at hundreds per month, or basic OCR tools that only capture header-level data. InvoSnap combines deep AI extraction with line-item intelligence at a price point accessible to small businesses and solo operators. No contracts, no minimum commitments — start with a free plan.
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AgentEnrich is a comprehensive B2B data API designed to empower AI agents with real-time, verified business information. By integrating seamlessly through a single API key and Model Context Protocol (MCP) server, AgentEnrich provides access to a vast database of over 500 million individuals and 70 million companies. This includes verified emails, mobile phone numbers, decision-maker contacts, and up-to-the-minute business signals, all available within 60 seconds of setup. With pricing starting at $49 per month and founding rates locked for life, AgentEnrich offers a cost-effective solution for businesses seeking reliable and scalable data enrichment services. Key Features and Functionality: - Three Data Layers: AgentEnrich consolidates three essential data layers into one API: - Identity Layer: Provides enrichment data on individuals and companies, including verified contact details and organizational roles. - Triggers Layer: Delivers real-time business signals such as funding rounds, mergers and acquisitions, hiring trends, and job changes, refreshed every 60 seconds. - Local SMB Data Layer: Offers detailed information on small and medium-sized businesses, including owner names, mobile numbers, and email addresses. - Extensive Endpoints: With 31 endpoints, users can perform a variety of functions, including list building, decision-maker identification, funding radar analysis, and phone number enrichment. - MCP-Native Integration: Designed for seamless integration with AI agents, AgentEnrich utilizes the Model Context Protocol, enabling efficient and context-aware data retrieval. - No Contract Commitment: Flexible monthly plans without long-term contracts, allowing businesses to scale their data needs as required. Primary Value and User Solutions: AgentEnrich addresses the critical need for accurate and timely B2B data in AI-driven applications. By providing a unified API that encompasses identity data, real-time business signals, and local SMB information, it eliminates the complexity of managing multiple data sources. This integration enables businesses to enhance their lead generation, market analysis, and decision-making processes with reliable and up-to-date information. The inclusion of real-time signals ensures that users are informed of the latest developments within target companies, facilitating timely and informed outreach. Additionally, the focus on local SMB data unlocks opportunities in markets often overlooked by other data providers. Overall, AgentEnrich empowers AI agents and businesses to operate more efficiently and effectively in the competitive B2B landscape.
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Sebastian brings together accounting, financial plans and business data to show where your company is heading, not just where it stood at the last close. By the time finance has the numbers, the business has already moved on. A contract gets signed, a hiring plan changes, a vendor raises prices, customer usage rises. Those decisions affect revenue, costs and cash flow long before they appear in the closed books. Sebastian helps finance get ahead of those changes instead of catching up to them. Continuous financial outlook: Sebastian brings posted actuals together with current business activity to maintain a more complete financial outlook throughout the month. As contracts, headcount, spending and operational drivers change, it identifies their financial impact and shows what is different from the last forecast, with actuals, incurred estimates and forecast clearly distinguished. Financial decision-making: when costs rise or revenue falls behind plan, Sebastian helps finance investigate the drivers, evaluate alternatives as scenarios, and bring the right decisions to the business. Accounting and FP&A on one picture: financial plans reflect what the business expects and accounting records what has been recognized. Sebastian connects the underlying business activity to both views, so forecasts can reflect new information before close while accounting confirms what belongs in the books. Accounting: Sebastian helps accounting teams match invoices to purchase orders and receipts, prepare accruals, investigate discrepancies, reconcile balances and manage the close. Every proposed adjustment includes the supporting calculation and source evidence. Your team reviews and approves before anything is posted. Built for different seats: a current outlook for CFOs, drivers, scenarios and the updated plan in one place for FP&A teams, and matching, accruals and reconciliations prepared with evidence for controllers and accounting. Built around your existing systems: your ERP remains the system of record and your planning platform remains where approved budgets and forecasts live. Sebastian connects to ERP and accounting, planning, CRM, data warehouses, contracts and documents, email and chat, and banking and payments. Control and trust: every number has a source and every change has a history. Sebastian connects financial results to their underlying records, calculations and assumptions, so your team can understand how a number was derived, what changed and who approved it. The speed of automation, with financial controls that remain in human hands.
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Juerra is a practice management platform built for trademark and IP attorneys — especially solo practitioners and small firms that are running their practice on spreadsheets, email threads, and disconnected tools. Docketing and USPTO tracking. Enter a serial number and Juerra pulls status, dates, and documents directly from USPTO TSDR. The system builds matter timelines automatically, tracks office actions and registration deadlines (§8, §9, §15, Statements of Use, extensions), and alerts your team before anything is missed. Existing docket numbers are preserved when you import, so your records stay consistent. Client portal. Give clients secure, firm-branded self-service access to their matters, status, documents, and invoices — fewer status calls and emails. Time, billing, and payments. Track time, generate invoices, accept credit card payments through Stripe, and manage retainers and trust accounting. Group billing lets international agents bill one business entity for multiple clients on a single invoice. A full payment ledger with receipt numbers, part-payments, reversals, and monthly reconciliation keeps records audit-ready. Documents and e-signature. Secure document storage with version control, templates with merge variables, and built-in electronic signature workflows. Contracts. Track IP and business contracts with obligations, renewal and expiration alerts, approval rules, counterparties, and a clause library. Built for international work. Many non-US agencies file through a US attorney. Juerra supports partner entities, reusable partner submission portals, country-specific address and entity fields, Nice classification with six-digit USPTO ID Manual codes, and per-class fee estimates with itemized USPTO and service-fee lines. Other highlights: client import from Excel, CSV, and Google Sheets; portfolio analytics and compliance reports; conflict checks; matter activity logs; user-level permissions; two-factor authentication; SSO on the Firm plan; and English, Spanish, and Chinese language support. Key features: USPTO/TSDR status sync and deadline alerts Docketing and matter management Customizable matter pipeline/status tracking Client portal (firm-branded) Document management and version control E-signature Time tracking Invoicing and online payments (Stripe) Trust/retainer accounting Group/entity billing Contract management with obligation and renewal tracking Portfolio analytics and reporting Conflict check Client intake forms / website intake Excel/CSV/Google Sheets import User roles and granular permissions Two-factor authentication SSO/SAML (Firm plan) Multi-language interface (English, Spanish, Chinese) Activity/audit trail
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Founded in 2004, we specialize in the design and development of digital content for an ever-growing number of platforms and devices.
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Digital Basis offers clients a number of services, which can be tailored to your company's needs.
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KF Web Server is a free HTTP Server that can host a number of web sites.