Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Showing 21–40 of 1,000 ranked alternatives.
MyCase, Inc.
Manage case files and track deadlines
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
CCH Incorporated
Manage client work from anywhere now.
The app provides CCH Axcess customers the ability to manage work on the go. Users can access client information, enter time, view documents, publish documents, and view client financial details from mobile devices.
UtilizeCore, Inc
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.
CampLegal LLC
View cases, track billing, receive updates
Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
Everleagues Inc.
Collaborate, manage, and streamline workflows
Manage tasks and projects with shared calendars and real-time updates. Assign and track work across teams. Share documents and communicate securely. Access client information and collaborate on proposals. Set reminders and monitor progress.
Sira Team Inc.
Track projects, manage schedules, and boost productivity
Manage projects with real-time tracking, performance monitoring, and timeline visualization. Schedule employees efficiently with automated workflows and task assignments. Streamline communication and document sharing across teams.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.