TrustRadius

Encompass CDI Platform vs. Rally Legal

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Encompass CDI Platform
Score 8.3 out of 10
N/A
Encompass offers automation capabilities and access to global data sources. Their know your customer (KYC) and anti-money laundering (AML) platform empowers organizations to streamline time-consuming KYC processes and demonstrate AML compliance, from UBO verification and KYC remediation to Politically Exposed Persons (PEP), sanctions and adverse media screening.N/A
Rally Legal
Score 0.0 out of 10
N/A
Rally is a client intake, document automation, collaboration, and company management tool that connects law firms to clients to increase retention. Rally keeps client documents, templates, data, minute book and messages in one client portal, where clients can log in as well.
$99
per month includes 1 user license ($49/mo. for each additional license)
Pricing
Encompass CDI PlatformRally Legal
Editions & Modules
No answers on this topic
Lite
$99
per month 1 license included ($49/mo. for each additional license)
Essential
$399
per month 1 license included ($79/mo. for each additional license)
Premium
starting at $999
Offerings
Pricing Offerings
Encompass CDI PlatformRally Legal
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
Encompass CDI PlatformRally Legal
Small Businesses
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Encompass CDI PlatformRally Legal
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformRally Legal
Likelihood to Recommend
Encompass Corporation
Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.
Verified User
Anonymous
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Spellbook
No answers on this topic
Pros
Encompass Corporation
  • Alerts - those are great when you forget to do something
  • Branch Resource Center - shows you what is missing as well
  • Top banner - showing the loan in a snapshot
Verified User
Anonymous
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Spellbook
No answers on this topic
Cons
Encompass Corporation
  • For VA loans - it would be great if those forms were completely separate or in a folder
  • Have the fico score at the top of the banner (snapshot of loan)
  • 2015 - remind us when a possible fee is missing
Verified User
Anonymous
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Spellbook
No answers on this topic
Alternatives Considered
Encompass Corporation
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Verified User
Anonymous
Read full review
Spellbook
No answers on this topic
ScreenShots