Name: PrivyCounsel
Author: PrivyCounsel

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Software Repositories

WebOps

Development

Academic Advising

Classroom Management

Education

Business Intelligence (BI)

Collaboration

File Sharing

Workspace Planning

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Configuration Management Databases

Content Delivery Networks (CDN)

Data Collaboration

Data Observability

Database Load Balancing

Disaster Recovery as a Service (DRaaS)

Enterprise Architecture Management

Fraud Detection

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet Security

MLOps

Network Monitoring

Network Performance Monitoring

Release Management

SOA Application Gateways

Secret Managers

Technology Scouting Software

Threat Intelligence

WiFi Hotspot

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Asset Management

Digital Content Creation

Email Marketing

Landing Page

Marketing Automation

Online Proofing

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Video Surveillance

Security

Oil and Gas

Real Estate

Vertical-Specific

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PrivyCounsel is a legal case management software and client portal aimed at solo attorneys and boutique law firms. According to the vendor, this platform focuses on establishing a secure client-attorney relationship by providing a convenient and efficient way to manage legal cases. With an intuitive design, PrivyCounsel offers features that can streamline workflow and save time for legal professionals.

## Key Features

**Secure Client Portal & Legal Case Management**: According to the vendor, PrivyCounsel offers a secure client portal and legal case management software. It is designed to establish a secure client-attorney relationship and provides an intuitive design for easy navigation and use.

**Build confidence and trust between you and your clients**: The vendor claims that PrivyCounsel helps establish confidence and trust between attorneys and clients by providing a secure platform for clients to access their information. It enhances communication and collaboration between attorneys and clients, allowing clients to stay informed about the status of their legal matters.

**Add value to your clients and your firm**: PrivyCounsel, according to the vendor, adds value to clients by providing easy access to their information. It aims to enhance the client experience by offering a secure and convenient platform, helping law firms differentiate themselves by providing modern and efficient services. The vendor suggests that it can improve client satisfaction and loyalty.

**Improve your compliance with the State Bar Professional standards**: According to the vendor, PrivyCounsel helps attorneys and law firms comply with State Bar Professional standards by providing a secure and confidential platform for handling client information. It ensures that client data is protected and privacy is maintained, helping attorneys avoid potential ethical and legal issues.

**Improve your performance with real-time Key Performance Indicators (KPIs)**: PrivyCounsel, as claimed by the vendor, offers real-time Key Performance Indicators (KPIs) to track performance. It allows attorneys to focus on what matters most to their law practice and provides insights and analytics to help them make informed decisions. The vendor suggests that it can help identify areas for improvement and contribute to the growth of law practices.

Essentials

Premier

Elite

Rocket Matter

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

EasyStart

Clio Grow

Advanced

Complete

Clio

PrivyCounsel

Legal case management software organize facts pertaining to cases, whether billing hours or facts, history, and documents relevant to the matter. Because hours logged is essential to this case management software also includes billing related features and customer document and information management. Finally, they integrate with eDiscovery tools so that relevant information can be associated to cases quickly.

Legal Case Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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PrivyCounsel

Overview

What is PrivyCounsel?