Litigation and Transaction Support

Supports any practice's workflow, whether it's litigation- or transaction-oriented.

High Performance e-Discovery

Automatically indexes the contents of all library and matter documents and emails. Finds documents via built-in filters, user-specified tags, and/or search strings. Supports powerful Boolean logic and fuzzy matching. Displays results in context, so reviewers can rapidly identify the most relevant documents.

Cloud-based OCR

Transforms uploaded scanned images into searchable PDFs using the industry's leading recognition engine. PortalSoft's cloud computing systems offload this CPU-intense burden from the user's computer.

Summarization

Permits users to easily excerpt and annotate transcripts and other documents in a simple side-by-side view. No need buy a separate product to perform this important function!

Appointments and Tasks

Organizes you and your organization around general and matter-specific calendars. Keeps you focused on deliverables.

Secure, Real-Time Collaboration

Sophisticated permissions at both group and user levels safeguard attorney-client privilege by limiting what users can see or do. One user's changes are nearly instantaneously visible to others for efficient collaboration between authorized users inside and outside the firm.

High-Capacity Document/Email Management

Quickly uploads and indexes thousands of documents and emails — singly or in batches — into a 10-GB (per-user) repository for subsequent sharing, review and production by authorized personnel. Safely stores current and previous document versions.

Invoicing

Concurrently supports multiple fee arrangements — time & expense slips, fixed-fee (periodic and milestone-based), retainers, advance deposits. Rolls up time and expense slips as well as selected calendar appointments and completed tasks into invoices. Optionally emails approved invoices to clients. Tallies client payments against per-matter budgets.

Maintenance-Free

Software-as-a-Service (SaaS) approach permits us to add new functionality transparently, as available, for the life of the user's subscription.

Easy to Use

The Quick Reference, descriptive mouse-over text, and context-sensitive help combine to make learning fast and easy.