CloudBlue PSA vs. evergreen by sa.global

For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.

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

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• The help desk ticket system is robust and modern.
• Billing & invoicing from Harmony meets all our needs and is easy to use.
• Project management and scheduling features help us stay organized and on schedule.

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• 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

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• Training resources are still a work in progress.
• As a software engineer, I'd like to see a more extensive API

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

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Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.

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

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• It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
• Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info