Curo365

Curo365 is an Enterprise Practice Management solution designed specifically for law firms. Built on the Microsoft Dynamics 365 platform, it aims to provide a comprehensive set of features to meet the technology needs of law firms. According to the vendor, Curo365 caters to law firms of any size and is utilized by legal professionals, attorneys, legal administrators, and legal consultants across the industry.

Key Features

Practice Management: According to the vendor, Curo365 offers a range of features for practice management, including legal contact management, client management, matter management, time management, task management, and workflow management.

Security, Privacy, & File Management: The vendor claims that Curo365 ensures enterprise-level privacy solutions to protect sensitive client information. It offers document and file management capabilities through integration with SharePoint and supports secure remote capability, allowing law firms to work remotely without sacrificing security or productivity. The vendor also states that Curo365 enhances risk management with robust search capabilities for conflict checks and ethical screens.

Productivity: According to the vendor, Curo365 leverages Microsoft Teams, Outlook, and Office 365 for seamless integration and productivity. It allows managing matters without leaving Outlook or Teams, providing a unified interface. The vendor claims that Curo365 supports business process flows to streamline critical processes and eliminate data silos. Additionally, it utilizes Microsoft Power Automate for automation, which the vendor says can improve efficiency and reduce manual tasks.

Business Development: The vendor states that Curo365 provides real-time reporting with Microsoft Power BI, enabling data-driven decision-making. It offers features for customer relationship management, including a 360-degree view of customer profiles and client depth monitoring. According to the vendor, Curo365 also facilitates cross-marketing opportunities and business expansion.

Accounting: According to the vendor, Curo365 integrates with Microsoft Dynamics Business Central or QuickBooks for accounting functionalities. It manages trust accounting, invoicing, online payments, accounts receivable, accounts payable, and general ledger. The vendor claims that Curo365 offers real-time financial reporting for better financial management.