Products

Intake Form Pro is legal intake software that streamlines client acquisition from inquiry to signed engagement via a single branded link. It integrates form submission, case review, and contract execution, eliminating separate tools and manual processes. A template library with six practice areas offers pre-built fields for quick use. Each submission creates an AI case brief summarizing the inquiry, categorizing the matter, and identifying urgency or conflicts. The AI Voice Intake Interview lets

Supplier paperwork expires quietly, and the gap surfaces at the worst moment — an audit, an inspection, a customer request. DOSSA closes that loop. Upload a document, a photo, or an entire folder of history: DOSSA's AI works out what each document is, which supplier it belongs to, and when it expires, then checks it against the requirements you define — per supplier, per supplier group, or per product. Your team reviews and verifies; DOSSA tracks everything to its expiry date, emails suppliers b

HelloCounsel is an AI voice agent purpose-built for personal injury, workers' compensation, and mass tort law firms. It answers inbound calls and places outbound calls, resolving the full PI call lifecycle, not just intake while writing every interaction directly into the firm's case management system in real time.

Numa is an AI-powered client intake and onboarding platform designed for law firms. It brings customizable intake forms, document collection, conflict-checking support, engagement agreements, electronic signatures, payment collection, and a client portal into one connected workflow. Numa also includes an AI chatbot that helps users create workflows and generate documents through natural-language instructions. The platform supports integrations with existing practice management software, helping

Flowzivo is workspace software that consolidates freelance administrative tasks into one platform, handling invoicing, quotes, client management, time tracking, contracts, payments, expenses, and scheduling. Modules integrate seamlessly, eliminating manual re-entry. Invoicing offers customizable layouts, VAT calculations, discounts, deposits, and recurring invoices. Quotes convert to invoices with one click. Client management centralizes billing details, currencies, and document languages while

O Radar Perito é um software de gestão criado especificamente para a rotina do perito judicial e do assistente técnico brasileiro. A plataforma monitora automaticamente movimentações e intimações no Datajud e no DJEN, controla os prazos fatais do Código de Processo Civil considerando dias úteis e feriados forenses, calcula e atualiza honorários periciais com juros e correção monetária, e usa inteligência artificial para extrair dados da ficha técnica de processos a partir de PDFs, sempre sinaliz

Gathering Tools is a software solution designed to transform traditional Excel-based data collection processes into secure, efficient, and automated workflows. By integrating seamlessly with existing information systems, it enhances data reliability and operational efficiency without disrupting familiar user interfaces. Key Features and Functionality: - Data Quality Assurance: Implements blocking controls within input forms to prevent incomplete or inconsistent data submissions. - Ti

Disbo is a disbursement processing and trust accounting platform built for personal injury and contingency-fee law firms. It automates the workflow for distributing settlement funds from IOLTA trust accounts to multiple payees — including plaintiffs, medical providers, and lienholders — across payment rails such as ACH, RTP, wire transfer, and digital wallets. The platform handles payee verification (W-9 validation, OFAC screening), performs automated three-way reconciliation of bank statements,

CaseDelta makes Delta, the AI paralegal for plaintiff law firms: personal injury, medical malpractice, mass torts, employment and commercial litigation. Delta works inside the systems a firm already uses, including Filevine, Lead Docket, Outlook and Microsoft 365, Dropbox, Google Drive and Clio, and sees the whole case across all of them. Staff ask it anything about a case or the whole firm in plain English. Partners teach it "when X, do Y" and it runs that work on its own. It drafts demands in

CaterFlowAi is catering automation software that streamlines workflows for catering operations. It automates quote generation, invoice management, post-event reporting, employee onboarding, and client follow-ups. Integration with Xero, QuickBooks, and MYOB ensures seamless financial data flow. The Quotebot feature creates branded quotes from client inquiries within minutes, while automated invoice reminders follow up on payments. Post-event reports summarize labor costs, food expenses, and reven