Agiled vs. evergreen by sa.global

Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.

It's great for general research, including case law and secondary sources. I find that it's very comprehensive.

Incentivized

• Invoicing
• Business overview
• Contracts

• Finds relevant case law quickly
• Has comprehensive secondary sources/treatises
• Provides timely news and law-related information
• Allows me to do a targeted search with any useful parameters

Incentivized

• CRM
• Proposals
• Scheduling

• Sometimes, I find it difficult to receive a finite list of targeted search results

Incentivized

While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.

Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.

It does a better job of aggregating information than Westlaw. And, it has a better secondary source library.

Incentivized

• Better keep track of contracts
• Better understand income and expenses
• Centralized business details

• It has saved time in getting answers to specific question.
• I can bill a client more efficiently to get an answer to a question.

Incentivized