CorpSync

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CorpSync is a powerful software solution that automates the synchronization of corporate contacts across Microsoft 365, Exchange, mobile devices, and Outlook. With CorpSync, you can effortlessly merge data sources, sync Global Address List (GAL) to smartphones, manage contact groups and distribution lists, utilize iOS and Android apps, send mass SMS for emergencies, and even benefit from a Caller ID provider. CorpSync is a cloud-based solution that requires no user training, and no installation is required on mobile phones or Outlook. Start using the free trial by simply signing up with your Office 365 email. Key Features: 1. Merge Data Sources: Seamlessly combine contact information from various sources into a unified database. 2. Sync GAL to Smart Phones: Keep your Global Address List synchronized with smartphones for easy access to up-to-date contact information. 3. Contact Groups, Distribution Lists: Efficiently manage contact groups and distribution lists for streamlined communication. 4. Supports On-Prem Exchange, Microsoft 365 and Hybrid Mode: integrates smoothly to automatically import contacts from Azure AD or other contact sources and updates contacts with a nightly sync. 5. Mask Sensitive Contact Information: Boost data security with customizable privacy rules that allow administrators to mask sensitive information, ensuring only selected contact details are shared before syncing. 6. Flexible Configuration – Subscribers: Allows administrators to customize whether to push contacts to Outlook, mobile apps, or both, tailored for efficient communication. 7. iOS & Android Apps: Access your synchronized contacts on the go with user-friendly apps available for both iOS and Android devices. 8. Mass SMS for Emergencies: Send mass SMS messages to your contacts in emergency situations, ensuring quick and effective communication. 9. Caller ID Provider: Benefit from a Caller ID provider that enhances your contact management and identification process.

MatterAlert

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MatterAlert is a powerful docketing, calendaring and tickler system designed to help legal teams manage all matter-related information in one platform. The modern, web-based application seamlessly integrates with Microsoft Outlook, allowing users to sync their calendar items, tasks, and reminders to simplify workflows and keeps important information organized and accessible. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. User Interface: MatterAlert features a user-friendly interface with intuitive navigation and a clean design. It provides a comprehensive dashboard that displays matter-specific information, events, tasks and upcoming deadlines. The interface is designed to be assistant-friendly, allowing for efficient collaboration and task management. It also has an admin control configuration to manage user roles, set permissions, and oversee workflows, ensuring security, accountability, and compliance. Functionality: 1. Matter Dashboard: Provides an overview of all matters, upcoming deadlines, and important case details. 2. Outlook Integration: Syncs seamlessly with Microsoft Outlook, allowing users to automatically import calendar items, tasks, and reminders. 3. Easy Rollout: Simple setup process for quick deployment across an organization. 4. Unlimited number of reminders: Set multiple reminders for each deadline to ensure timely action. 5. Notifications: Receive timely notifications and reminders via email or within the MatterAlert application. 6. Accounting System Integration: Integrate with accounting systems for efficient financial management. 7.Stay up-to-date with court rule changes and automatically sync important dates. 8. Bulk Updates: Make bulk updates to deadlines, rules, or other matter details with ease. 9. Task Escalation: Automatically escalate overdue tasks to ensure prompt attention. 10. Audit Logs: Maintain a detailed log of all activities and changes within MatterAlert. 11. Ethical Wall: Implement ethical walls to ensure compliance with confidentiality and conflict-of-interest requirements. 12. Assistant Friendly: Collaborate with assistants by assigning tasks, tracking progress, and managing deadlines. 13. Variable Views and Powerful Search: Customize views and use advanced search options to quickly find specific matters or deadlines. 14. Distribution Lists: Easily manage and notify multiple stakeholders involved in a matter. 15. External Attendees: Include external parties as attendees in matter-related events and meetings. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

CorpIntake

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CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms: electronically collect client, matter, and billing information when opening a new client / matter. 2. Integration to existing systems: the CorpIntake systems connector allows for easy integration to read or feed data. Integrate with your marketing database, document management system, or accounting system. 3. Conflict search and approval workflow: CorpIntake has business process management tools and a workflow engine that allows firms to automate specific processes for gathering matter / client information electronically, including posting them to search for conflicts and following up with lawyers to clear the conflict search results. 4. Auditing: all steps of the process including data gathering and conflicts resolution are logged and can be reviewed any time.