Board Kit Distribution
This App centralizes Board of Director information and lets you notify board members of new or revised documents while giving them access to the most current information.
Board Resolution Repository
This App is a robust database where you can store, organize, and provide real-time access to your entire resolution history.
Power of Attorney Agreements
This App handles the approval and management of power of attorney contracts used when a company needs to act on behalf of an employee. It can be integrated into an automated HR feed that allows users to designate other employees in the system as their POA.
Account Management Playbook
This Apps helps account managers and sales reps strengthen relationships with customers by providing the right content at the right time – serving up appropriate content, case studies, videos, or datasheets at various stages of the engagement.
Customer Engagement Portal
This App provides customers with self-service access to data, files, and timelines relevant to the engagement with your business.
Customer Intelligence
This Apps provides a one-stop shop for all sales, financial and operational data on current customers.
IT Access Request
This App intakes, tracks and handles employee requests for access to company systems.
Legal Process Outsourcing
This App gives you visibility into all your outsourced legal work, ensuring high standards of quality and timely turnaround.
PO Request
This App facilitates request and payment approval for purchase orders.
Power of Attorney Appointments Change
This App initiates and manages workflow between key stakeholders when a request to change a power of attorney occurs.
Quote Approval
This App communicates the time, materials, and other necessary costs so you can quickly create a customer or prospect quote, obtain internal approvals and track all your quote activity.
Services Project Oversight
This App lets you take control of complex projects with multiple team members across the organization.
Survey Requests
This App intakes, manages and tracks incoming requests for various types of surveys used throughout the organization.
Trip Report
This App is a quick and easy way for your sales reps or account managers to keep track of their customer and prospect visits.
Value Added Services Tracker
This App tracks law firm-provided value-added services (training, rebates, discounts).
Vendor Search & Feedback
This App allows users to input feedback on a vendor's work, and channels that feedback to an App that allows users to search a database of vendors by name or specialty to see the average satisfaction rating for each vendor.
Vendor Security Assessment Questionnaire (SAQ)
This App handles requests for a third-party legal vendor to submit an SAQ to ensure that the vendor has appropriate data and system security safeguards in place.
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