Attorney Online
By AIMDek Technologies
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Free
- Paid plans from $50 per user per month
- Listed since
- 2023
About Attorney Online
Manage legal cases, matters, documents, and clients, all within Salesforce.
Attorney Online is a Salesforce-native Legal Practice Management solution for law firms and corporate legal teams.
Key Features:
- Legal Case & Matter Management
- Client & Contact Management
- Document & Record Management
- Time, Activity & Expense Tracking
- Automated Billing & Invoice Generation
- AI-powered Payment Allocation
- Invoice PDF Creation & Status Tracking
- Task & Workflow Management
- Dashboards & Real-time Reporting
- Global Search for Quick Record Access
- Mobile Access on Phones & Tablets
- Secure Collaboration & Data Management
Benefits:
- Increase attorney productivity
- Reduce manual work and duplicate data entry
- Improve billing accuracy
- Streamline legal operations
- Deliver better client service
Built natively on Salesforce, Attorney Online helps organizations efficiently manage legal cases, matters, billing, and legal workflows from a single platform.
Highlights
- Attorney Online streamlines legal practice management by enabling attorneys to manage cases, matters, clients, documents, trust accounts, billing, and invoices from a single Salesforce-native platform. Supports hourly, flat-fee, and contingency billing.
- Automate legal workflows, eliminate duplicate data entry, securely manage documents, track activities and expenses, and gain real-time insights with dashboards, reports, global search, and mobile access for attorneys and legal teams.
- Generate invoices automatically from billable time and expenses, calculate billing accurately, create PDF invoices, and use AI-powered payment allocation to reconcile payments while tracking invoice and payment status in real time.
Screenshots
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Pricing
Free, paid plans from $50 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Attorney Online Starter | $50 per user | Monthly | 14 days |
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Marketing Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 30, 2023
- Industries
- Financial Services
- Professional Services
- Languages
- English