Clio Manage- what is it? Clio is a cloud-based law firm management solution suitable for small to large law firms. The platform enables law firms and other legal industry businesses to track important deadlines, manage client cases and documents, bill and receive payments. The Clio dashboard displays target billable hours and tracks performance based on those measures. Clio Payments allows...
PracticePanther – what is it? PracticePanther is a management solution for small to large law firms and practicing attorneys. Key features include case management, contact management, document management, calendar and docketing, time tracking, billing and invoicing, trust accounting, CRM and payment processing. The solution provides users with access to task and event workflows, credit card...
Zendesk Sell – what is it? Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams. Eliminate friction and sell more. When you invest in the right software for your salespeople, they can focus on what matters—winning over more customers and closing deals. Sell is the sales sidekick that keeps track of your conversations...
GlossGenius – what is it? GlossGenius is an all-in-one booking, payment and marketing solution for teams and solopreneurs in the US. GlossGenius is the simplest and most intuitive platform for hairdressers and studios. It is easy to use for businesses and clients alike. How to get started with GlossGenius & Chatagents.com. If you do not already have a GlossGenius account, sign up at or...
LawTap – what is it? LawTap is the #1 appointment booking and scheduling software for attorneys, lawyers and their law firms. LawTap makes it easy for clients to find and instantly book a lawyer online for legal advice anywhere, anytime. How to get started with LawTap & Chatagents.com. ChatAgents can book appointments for you on LawTap. If you do not already have a LawTap account...
Emma.ai – what is it? With Emma.ai, customers book appointments directly into your calendar, with travel time or buffer time added automatically. It connects with all your calendars and adds accurate travel times automatically to your schedules. How to get started with Emma.ai & Chatagents.com. Among the various features Emma.ai offers, ChatAgents can help you schedule appointments for...
Filevine – what is it? Filevine is case management software designed for and inspired by real lawyers. A full-featured suite of tools, it’s ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. How to get started with Filevine & Chatagents.com. Among the...
Dubsado – what is it? Dubsado is an all-in-one business management tool that lets you send contracts and invoices, do project management, create questionnaires and other forms, manage your accounting, track your time, send and receive emails and so and much more, all from one place. How to get started with Dubsado & Chatagents.com. Among the various features Dubsado offers, ChatAgents...
ClientRock – what is it? If a client has a choice between a company where they have to call and make an appointment and one that allows online self-service, they will choose the company where they can book appointments online. ClientRock Scheduler is designed specifically for lawyers to facilitate online appointment setting and consultation with your clients. It is a very popular legal...
What is Calendly? Calendly is a very popular app for scheduling appointments, meetings and events. Its goal is to eliminate the problematic back and forth of scheduling appointments. Instead of email chains and phone tag, you can send your availability with a Calendly link (even if the people booking time with you do not use Calendly). Visitors also add contact information and relevant notes. How...