"With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features. They provide you with a program that has all the tools that you need to customize it to your needs. Every firm is different and therefore their needs are different. For instance, our firm needed a program that was able to manage leads and automate the handling of these potential clients. We handle thousands of leads per month and spend a fortune of money so managements of these leads is essential. Our goal was to automate our system as much as we could to create uniformity and control. Before SmartAdvocate, we were using multiple programs and spreadsheets. We were depending on staff members to do what needed to be done giving them choices and therefore making it harder to control. SmartAdvocate’s plugin and integration capabilities were huge. It allowed us to integrate with our program, Persist and therefore automating our intake department almost completely. I have been able to customize so much in the three years that we have been using SmartAdvocate. I have been able to do so because they are a phone call away. I am able to make a call, tell them what I need to accomplish and they make it happen."
"After an exhaustive search, our office chose SmartAdvocate® for our case management needs. It is a program designed by attorneys, specifically for personal injury litigation practices."

CosmoLex is the one fully integrated solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting with one login (No QuickBooks™ required). Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email & document management -- in one web-based application. Start to streamline and secure all of your client communications by using the built-in Secure Client Portal. And increase the ease and speed of receiving payments with CosmoPay, compliant credit card processing powered by LawPay.
PracticePanther goal was to create a software so easy and intuitive that virtually no training or support was needed. Little did they know, but those goals carried and shaped them to who they are today. The original idea was to create an all-in-one business management software for all professions and industries. After months of hard work, writing thousands of lines of code, they finally released their first minimum viable product into the market in their beta phase. They received their first raving fans that helped shape who they are today. These early adopters and innovators gave them a lot of hope, and a lot of changes. So went back to the drawing board and kept innovating. They finished 2016 with a 97% satisfaction rating. With thousands of attorneys now in over 35 countries, and over 6 languages translated, PracticePanther needed a well-deserved UI update to support the new international attorneys. They revamped the entire user interface to make it even more user friendly, intuitive, and easier to use. The colors are simplified, and the pages are easier to navigate. All features and functionality are the same, just easier to use!
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing platforms to take firms, professionals, and their clients further.











