Top 123 Case Management Software

TOP 123 Case Management Software

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1. Salesforce

  • Best for: Small, medium and large size businesses
  • Price: starts at $25 per user/month
  • Mar 22, 2022
Compare Salesforce Vs. Salesforce

Salesforce is a cloud-hosted customer relationship management (CRM) software suite that offer solutions for small, mid-level and enterprise organizations focusing mainly on sales and support. The software offers various solutions that include sales, marketing, service, commerce, engagement, integrat...


2. Filevine

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 08, 2022
Compare Filevine Vs. Salesforce

Filevine is a cloud-based Legal Management software that allows its users to keep track of the source of clients leads, set out intake scripting for new lead arrivals, and assess marketing expenditure.


3. MyCase

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Mar 09, 2022
Compare MyCase Vs. Salesforce

MyCase is a legal management solution built for attorneys and small to medium law firms. Its key features include document, legal practice, and contacts management, time and expense tracking, client portal, payment scheduling, case workflow management, and invoicing and billing.


4. Xero

  • Best for: Small businesses and start ups
  • Price: starts at $12 per month
  • Mar 09, 2022
Compare Xero Vs. Salesforce

Xero is a cloud-based accounting and finance software for small, start-up, and growing enterprises. It has invoice management, purchasing, bank reconciliation, and bookkeeping features which help businesses boost their cash flow.


5. Zola Suite

  • Best for: Small, medium and large size businesses
  • Price: starts at $59 per user/month
  • Mar 22, 2022
Compare Zola Suite Vs. Salesforce

Zola Suite is a comprehensive, cloud-based legal practice management application that provides all the tools you need to manage the business of your practice so you can focus on the law. Zola Suite puts the Power of ONE into practice with fully-integrated features managed within one intuitive interf...


6. Logikcull

  • Best for: Small, medium and large size businesses
  • Price: starts at $395 per matter/month
  • Mar 21, 2022
Compare Logikcull Vs. Salesforce

Logikcull is a cloud-based legal management software for small to large law practice related companies. Its key include drag and drop upload, automatic OCR (using ABBYY), privileged detection, and rendering to PDF, custom slip-sheets, bulk tag or even cull in a single click, and more.


7. TheraNest

  • Best for: Small businesses and start ups
  • Price: starts at $39 per month
  • Mar 01, 2022
Compare TheraNest Vs. Salesforce

TheraNest is a HIPAA compliant web-based mental health software that is designed for use by solo practitioners, large mental health practices, and nonprofit organizations.


8. CosmoLex

  • Best for: Small businesses and start ups
  • Price: starts at $85 per user/month
  • Apr 26, 2022
Compare CosmoLex Vs. Salesforce

CosmoLex is a legal practice management and trust accounting solution for small and medium businesses. It offers multi-billing options, accounting, task automation, cash flow management, and other services. The software was designed and launched by CosmoLex headquartered in New Jersey, U...


9. TherapyNotes

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Apr 13, 2022
Compare TherapyNotes Vs. Salesforce

TherapyNotes is a cloud-based electronic health record solution also used a medical billing solution. The solution can be used in all non-medical practices in the hospitals as well as the medical practice.


10. WebMerge

  • Best for: Small businesses and start ups
  • Price: starts at $50 per month
  • Apr 13, 2022
Compare WebMerge Vs. Salesforce

WebMerge is a web based document management solution for businesses of all sizes. Its features include document customization, centralized storage, support for multiple formats, and others. The software was designed and launched by WebMerge Software Inc headquartered in California, Unite...


11. Needles Case Management

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $85 per user/month
  • May 14, 2022
Compare Needles Case Management Vs. Salesforce

Needles Case Management is a legal management software designed to help law firms and professionals deliver outcomes with clients cases.


12. PLEXIS Payer Platforms

  • Best for: Small, medium and large size businesses
  • Price:
  • May 21, 2022
Compare PLEXIS Payer Platforms Vs. Salesforce

PLEXIS Payers is a cloud-based Claims Management software that assists Healthcare workers in processing claims and handling administration as it affects ROI.


13. Aderant

  • Best for: Medium and large size businesses
  • Price:
  • May 24, 2022
Compare Aderant Vs. Salesforce

Aderant is a legal management software designed to empower legal establishments profitability and efficiency.


14. ReconArt

  • Best for: SMBs
  • Price: starts at $1,500 per 5 users/month
  • May 21, 2022
Compare ReconArt Vs. Salesforce

ReconArt is a core accounting software that helps businesses to automate data import, reporting, and matching.


15. BILL4TIME

  • Best for: Small businesses and start ups
  • Price: starts at $27 per user/month
  • May 17, 2022
Compare BILL4TIME Vs. Salesforce

Bill4Time software is a cloud-hosted time tracking and billing software solution that targets businesses of multiple sizes from SMBs to large businesses. The Bill4Time solution offers time & expense tracking, billing & invoicing, as well as project management capabilities firms in multiple industrie...


16. Lessons Learned Database

  • Best for: Small businesses and start ups
  • Price: starts at $8 per user/month
  • May 23, 2022
Compare Lessons Learned Database Vs. Salesforce

Lessons Learned Database is a Help Desk software created for small companies. Its key features include data management, collaboration tools, event management, lesson categorizing, forms management, training management, event calendar, and notification management.


17. CloudLex

  • Best for: Small, medium and large size businesses
  • Price: starts at $75 per user/month
  • May 30, 2022
Compare CloudLex Vs. Salesforce

CloudLex is a cloud-based Legal Management software that enables personal injury practitioners to centrally manage their practice and share information with clients and colleagues through email correspondence and discussion boards.


18. ActionStep

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • May 25, 2022
Compare ActionStep Vs. Salesforce

ActionStep is a web based practice management solution for small and medium businesses. It offers automation of business processes and management of projects and clients from anywhere. The software was designed and launched by Actionstep Software Company headquartered in Auckland, New Ze...


19. bestPTsystem

  • Best for: SMBs
  • Price:
  • Jun 18, 2022
Compare bestPTsystem Vs. Salesforce

bestPT is a web-based EHR and practice management solution designed for physical therapy clinics and practice of all sizes. It has a number of features including a physical therapy office billing solution that allows users to process and collect payments faster.


20. LeanLaw Software

  • Best for: SMBs
  • Price: starts at $40 per user/month
  • Jun 22, 2022
Compare LeanLaw Software Vs. Salesforce

LeanLaw is a legal management software with a ton of automated tools to help legal teams present their value and professionalism to clients.


21. Law Ruler Legal Practice Management

  • Best for: Small businesses and start ups
  • Price: starts at $169 per month
  • Jun 19, 2022
Compare Law Ruler Legal Practice Management Vs. Salesforce

Law Ruler is a legal management software designed to help law firms make business decisions with data backings.


22. Waystar Revenue Cycle Technology

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per user/month
  • Jul 02, 2022
Compare Waystar Revenue Cycle Technology Vs. Salesforce

Waystar is a cloud-based health software that helps healthcare systems to manage their administrative as well as clinical processes. The software uses its algorithms to predict claim denials as well as revenue leakages; upon the prediction of these claim denials, it automatically sends workable deni...


23. OneOps Software

  • Best for: Small, medium and large size businesses
  • Price: Has a free version
  • May 01, 2022
Compare OneOps Software Vs. Salesforce

OneOps Software is a growing cloud-based ALM: Application Life-cycle Management software, it is designed to support small, medium and large size business. OneOps Software received a rating of 4 from ITQlick team. The software cost is considered affordable (1.5/5) when compared to alternative soluti...


24. Rocket Matter

  • Best for: SMBs
  • Price: starts at $39 per user/month
  • Jun 25, 2022
Compare Rocket Matter Vs. Salesforce

Rocket Matter is a web based law practice management solution for businesses of all sizes. It offers such capabilities as billing and invoicing, expense tracking, trust accounting, and others. The software was designed and launched by Rocket Matter LLC headquartered in Florida, United States.


25. Case Manager Pro

  • Best for: Small business, Medium business, Large business, Private use
  • Price: starts at $69 per month
  • May 27, 2022
Compare Case Manager Pro Vs. Salesforce

CaseManagerPro legal case management software brings every element of your cases and matters into a centralized, well-organized system that is adapted to match your specific practice needs. Every person and company, document and note, deadline and issue can be captured, managed, reported, linked and...


26. CaseManager

  • Best for: Private use, Small Practice
  • Price: starts at $10 per license
  • May 27, 2022
Compare CaseManager Vs. Salesforce

Whether you are a psychologist, psychiatrist, chiropractor, masseuse, physical therapist, home-care nurse, speech therapist, or any other kind of therapist, CaseManager can give you more organization for little cost.


27. Casengine App

  • Best for: Private use, Small Practice, Medium Practice
  • Price: starts at $19 per user/month
  • May 27, 2022
Compare Casengine App Vs. Salesforce

Our workflow automation software for law firm unifies your legal tasks, data and case files allowing your law-firm teams to spend more time on the legal work and less time on the mundane process.


28. CaseWizard

  • Best for: Small, medium and large size businesses
  • Price: starts at $40 per user/month
  • May 28, 2022
Compare CaseWizard Vs. Salesforce

With CaseWizard you can manage documents you have created, received, or scanned. Then quickly sort, filter, and categorize documents based on case specific criteria. You can also create new documents based on templates.


29. CICERO LawPack

  • Best for: Small, medium and large size businesses
  • Price: starts at $39 per user/month
  • May 28, 2022
Compare CICERO LawPack Vs. Salesforce

We have developed CICERO LawPack (v10) ourselves, based on years of experience and feedback from clients. The software is web-based and allows you to work on different devices, wherever you are and whenever you want. The package has a very logical structure and consists of a number of interconnected...


30. CompleteLAW

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per feature/month
  • May 29, 2022
Compare CompleteLAW Vs. Salesforce

CompleteDATA is the last and only legal software vendor you will ever need. Our product, when integrated with word processing and e-mail, provides a COMPLETE solution to manage your firm and your clients. Our development team works constantly to ensure that our solution is stable, robust, and full o...


31. CSM-LAW

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $2,500 per license
  • May 29, 2022
Compare CSM-LAW Vs. Salesforce

At AdvanTec we solve this dilemma by providing the best of both worlds. We build our solutions with Commercial off-the-Shelf (COTS) products customized where the strategic benefits warrant. Our years of efforts have resulted in a vast library of customized modules that enable us to deliver these “ta...


32. Dibcase Legal Case Management

  • Best for: Small business, Medium business, Private use
  • Price: starts at $20 per user/month
  • May 29, 2022
Compare Dibcase Legal Case Management Vs. Salesforce

Create folders, navigate, and open Dropbox and GDrive files from Dibcase Exchange files and messages securely through the Dropbox desktop or mobile app with clients.


33. DSWings

  • Best for: Small, medium and large size businesses
  • Price: starts at $65 per user/year
  • May 29, 2022
Compare DSWings Vs. Salesforce

Wings Legal Disability Case Management software in the Cloud is a nationally recognized secure Cloud-based software that is a platform for law firms of all sizes to store, manage and protect their clients disability case files and offers unparalleled automation for the practice of law, especially in...


34. EveryClient (Legal)

  • Best for: Start up, Small business
  • Price: starts at $30 per user/month
  • May 30, 2022
Compare EveryClient (Legal) Vs. Salesforce

Quality and reliable software that securely stores your data in the widely trusted Microsoft SQL Server database. Easy to use - EveryClient (Legal) Software has all the functionality that you would expect to find in a top-end system, yet ease of use is the primary design objective.


35. GOOD LAW SOFTWARE

  • Best for: Small, medium and large size businesses
  • Price: starts at $60 per month
  • May 30, 2022
Compare GOOD LAW SOFTWARE Vs. Salesforce

GLS is an all-in-one legal practice management system that provides law firms from the small one-man start up to the seasoned-thirty-years-going firm with all the features necessary to efficiently run a law firm and equipping them with tools they did not even know they wanted.


36. Insight Legal

  • Best for: Small, medium and large size businesses
  • Price: starts at $31 per month
  • May 31, 2022
Compare Insight Legal Vs. Salesforce

Insight Legal is a Cloud Based Legal Accounts, Practice Management and Case Management software solution. Our legal software saves firms time and increases their efficiency.


37. Jubilee

  • Best for: Small, medium and large size businesses
  • Price: starts at $20 per 2 users/month
  • May 31, 2022
Compare Jubilee Vs. Salesforce

Jubilee is the online bankruptcy petition preparation software from LegalPRO Systems. Jubilee walks you through the bankruptcy filing process, generating PDF files of official bankruptcy schedules and filing them electronically with the ECF Wizard.


38. Jusnote

  • Best for: Small, medium and large size businesses
  • Price: starts at $6 per user/month
  • May 31, 2022
Compare Jusnote Vs. Salesforce

Jusnote allows lawyers to keep cases on track with centralized storage, tasks management, calendaring, invoicing, streamlined processes, and various in-depth reports. The system keeps your team in sync from anywhere.


39. Lawcadia

  • Best for: Small, medium and large size businesses
  • Price: starts at $500 per month
  • May 31, 2022
Compare Lawcadia Vs. Salesforce

Transform your legal operations with the intelligent matter and spend management system built for in-house legal teams and their law firms with intake & triage, workflow automation, document automation, collaboration workspaces and BI reporting.


40. Lawcus

  • Best for: Small, medium and large size businesses
  • Price: starts at $34 per user/month
  • May 31, 2022
Compare Lawcus Vs. Salesforce

Lawcus streamlines Legal Practice Management, CRM, Client Intake, and no-code automation so you can focus on what truly matters: your clients!


41. Lawman

  • Best for: SMBs
  • Price: starts at $950 per license
  • May 31, 2022
Compare Lawman Vs. Salesforce

Lawman Legal Practice Management Software is now available as a fully Cloud Hosted Legal Practice Management System or more conventional Local In-House System. Lawman Legal Practice Management Systems are designed from the ground up integrating SQL Server, Microsoft Office and the latest Windows de...


42. LawToolBox

  • Best for: Small, medium and large size businesses
  • Price: starts at $16 per month
  • Jun 03, 2022
Compare LawToolBox Vs. Salesforce

Save time with a court date calculator, instant deadline calendaring, and matter management in Microsoft Outlook, Teams, and SharePoint.


43. Lawyer Stage

  • Best for: Small, medium and large size businesses
  • Price:
  • Jun 03, 2022
Compare Lawyer Stage Vs. Salesforce

A complete management tool for lawyers and studios. Lawyer Stage is a powerful and fast management tool, whether you are independent or work within a large studio, Lawyer Stage allows you to track and invoice files very easily.


44. Legal Office

  • Best for: Small, medium and large size businesses
  • Price: starts at $5 per month
  • Jun 03, 2022
Compare Legal Office Vs. Salesforce

Legal Case Management allows lawyers and law firms to keep cases under control with centralized information storage, task management, calendar, billing and various detailed reports. ill help you manage all the steps in an organized way. Easily access all important information.


45. Legal Sale Pro

  • Best for: Small, medium and large size businesses
  • Price: starts at $99 per user/month
  • Jun 09, 2022
Compare Legal Sale Pro Vs. Salesforce

LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry leading tools to manage your cases, accounting, documents, tasks, compliance and more.


46. Legalmaster

  • Best for: Small, medium and large size businesses
  • Price: starts at $695 per license
  • Jun 09, 2022
Compare Legalmaster Vs. Salesforce

We designed Legalmaster for the firm that wants to combine powerful management tools with simplicity of use. Legalmaster lets you integrate your "back office" financial record-keeping requirements with your "front office" case management needs. Legalmaster is "modular," letting you automate whatever...


47. LEX247

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per feature/month
  • Jun 09, 2022
Compare LEX247 Vs. Salesforce

As a legal practitioner, there is nothing more important in your workflow than maximizing the efficiency of your time. Our mission is to help you make the most of it by streamlining your workflow and enabling you to collaborate and communicate with your team and clients from anywhere. LEX247 works o...


48. Lexicon

  • Best for: Small, medium and large size businesses
  • Price: starts at $63 per user/month
  • Jun 09, 2022
Compare Lexicon Vs. Salesforce

Lexicon provides a holistic approach to practice management, offering a wide range of legal support services that integrate seamlessly into our robust, all-in-one practice management software suite.


49. Maatdesk

  • Best for: Small business, Medium business, Large business, Private use
  • Price: starts at $29 per user/month
  • Jun 09, 2022
Compare Maatdesk Vs. Salesforce

Legal case management just became much easier. Maatdesk user-friendly design offers practical navigation of various legal case management solutions in one place.


50. Matter365

  • Best for: Small, medium and large size businesses
  • Price: starts at $29.99 per user/month
  • Jun 09, 2022
Compare Matter365 Vs. Salesforce

Streamline document and task management with a matter-centric approach that will help you manage your firm without having to jump in and out of various disparate applications.


51. mattero

  • Best for: Start up, Small business, Private use
  • Price: starts at $30 per user/month
  • Jun 09, 2022
Compare mattero Vs. Salesforce

It is quick and easy to add documents to a matter or contact. Matter and contact information seamlessly merge into a pre-defined document template saving you time usually spent on administrative tasks. mattero drag and drop feature saves documents and emails directly into the document folder.


52. Matters.Cloud

  • Best for: Small business, Private use
  • Price: starts at $25 per user/month
  • Jun 11, 2022
Compare Matters.Cloud Vs. Salesforce

Cintelli provides strategic advice, project management, implementation consulting and technical services to the legal industry.


53. mykase

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $17.03 per month
  • Jun 11, 2022
Compare mykase Vs. Salesforce

Find the right document at the right time. No more jumping from email boxes, multiple desktops, files and folders to look for the relevant document. A central repository that can be retrieved from anywhere; organized by matter, indexed, and searchable enabling easy and fast retrieval.


54. NextCounsel

  • Best for: Small, medium and large size businesses
  • Price: starts at $45 per user/month
  • Jun 11, 2022
Compare NextCounsel Vs. Salesforce

NextCounsel is a leading provider of innovative, data-driven, end-to-end technology solutions that eliminates the inefficiencies across the legal sector.


55. Outlaw Practice

  • Best for: Small business, Private use
  • Price: starts at $50 per user/month
  • Jun 11, 2022
Compare Outlaw Practice Vs. Salesforce

Discover how a disciplined approach to your business increases good leads, removes bad clients, decreases your accounts receivable and maximizes profits for you and your firm.


56. Perfect Practice

  • Best for: Small, medium and large size businesses
  • Price: starts at $44.50 per month
  • Jun 11, 2022
Compare Perfect Practice Vs. Salesforce

Perfect Practice® can handle your entire practice with the most configurable screen designs available. Intelligent workflow, flexible reporting and unparalleled adaptability will keep your case load moving smoothly regardless of client and regulatory demands. Our industry know-how and outstanding se...


57. Practical Law

  • Best for: Small, medium and large size businesses
  • Price: starts at $251.90 per user/month
  • Jun 11, 2022
Compare Practical Law Vs. Salesforce

Give your team the advantage of a virtual extension. Get detailed guidance into unfamiliar fields of law whenever you need it in easy-to-read formats. Practical Law web-based resources are continuously updated by 600+ full-time attorney-editors globally who provide insights into specialized practice...


58. ProperFile

  • Best for: Small, medium and large size businesses
  • Price: starts at $35 per user/month
  • Jun 11, 2022
Compare ProperFile Vs. Salesforce

ProperFile is here to help attorneys and law firms looking to get a secured client management software that can be accessed anywhere there is an internet connect.


59. Quill

  • Best for: Start up, Small business
  • Price: starts at $22 per user/month
  • Jun 13, 2022
Compare Quill Vs. Salesforce

A one-stop-shop for all your law firm software and service needs. Cloud-based legal accounts, practice and case management software with optional cashiering, post room, typing and payroll. There is a reason smart law firms always choose Quill.


60. Redelex

  • Best for: Small, medium and large size businesses
  • Price: starts at $59,500 per user/month
  • Jun 13, 2022
Compare Redelex Vs. Salesforce

The best experience for lawyers who join the digital transformation with a software for the management of judicial processes that is friendly and easy to implement.


61. Selah Central

  • Best for: Small, medium and large size businesses
  • Price: starts at $42 per month
  • Jun 13, 2022
Compare Selah Central Vs. Salesforce

Selah Legal provides first year and on-going cost comparisons between legacy IT systems and their SaaS alternatives, thus providing a thorough needs and cost assessment process. Management stays in charge when IT and administrative costs are predictable.​


62. Sentian Solutions

  • Best for: Private use
  • Price: starts at $49.95 per license
  • Jun 13, 2022
Compare Sentian Solutions Vs. Salesforce

This software will give attorneys the ability to stay more organized, bill more hours, and add another level of professionalism to their solo practice. The purpose of Sentian Solutions is to simplify using practice management software.


63. Sheriasoft

  • Best for: SMBs
  • Price: starts at $12 per user/month
  • Jun 13, 2022
Compare Sheriasoft Vs. Salesforce

Sheriasoft is a cloud-based law practice management software that integrates billing, time tracking, calendaring, matter, task & document management, all in one application.


64. The Ombudsman

  • Best for: SMBs
  • Price: starts at $99 per month
  • Jun 14, 2022
Compare The Ombudsman Vs. Salesforce

The Ombudsman Case Management software features everything you need to run your busy Social Security practice, including scheduling, electronic document management and form letter generation.


65. Time Matters

  • Best for: Small businesses and start ups
  • Price: starts at $39 per month
  • Jun 14, 2022
Compare Time Matters Vs. Salesforce

For more than 30 years, PCLaw has been enabling firms to manage matter information, bill and collect client payments, pay vendors, manage trust accounts, and track calendar appointments, tasks, time, and expenses — all from a single source.


66. TimeNet Law

  • Best for: SMBs
  • Price: starts at $26.66 per user/month
  • Jun 14, 2022
Compare TimeNet Law Vs. Salesforce

TimeNet Law makes managing your law firm simple, so you can focus on your clients.


67. CASEpeer

  • Best for: Small, medium and large size businesses
  • Price: starts at $89 per user/month
  • Jul 07, 2022
Compare CASEpeer Vs. Salesforce

CASEpeer is a case management software for plaintiff attorneys to revolutionize case management, track fees, enhance client communication, and oversee negotiation processes and litigations.


68. Urios

  • Best for: Small businesses and start ups
  • Price: starts at $25 per user/month
  • Jun 14, 2022
Compare Urios Vs. Salesforce

At Urios we like a practical approach. We value the input of our users and include it in the development of our software. In this way, Urios always seamlessly connects to the practice of your office.


69. Wise Owl Legal

  • Best for: Small, medium and large size businesses
  • Price: starts at $150 per month
  • Jun 15, 2022
Compare Wise Owl Legal Vs. Salesforce

Want peace of mind, with all your legal obligations covered, knowing that the Law Society is off your back! Wise Owl Legal ensures compliant trust accounting without the headaches. Need the ultimate user friendly system, which even the most techno-challenged staff member can easily adopt and unde...


70. HoudiniEsq

  • Best for: Small, medium and large size businesses
  • Price: starts at $21 per user/month
  • Jul 09, 2022
Compare HoudiniEsq Vs. Salesforce

HoudiniESQ is a document management software designed to manage caseloads for legal counsel and remotely manage legal teams. With the software workflow automation engine that incorporates document indexing, integrated AI, chat, and full email client, users can streamline workload and boost productiv...


71. YouWinLaw

  • Best for: Small, medium and large size businesses
  • Price: starts at $1,290 per license
  • Jun 15, 2022
Compare YouWinLaw Vs. Salesforce

Invest your time in client matters and leave administrative tasks to the most reliable and easy-to-use legal software. Because your time is valuable!


72. ZenCase

  • Best for: SMBs
  • Price: starts at $83.25 per user/month
  • Jun 15, 2022
Compare ZenCase Vs. Salesforce

Produce a high-quality work product with very little effort. Documents, spreadsheets, or even a PowerPoint presentation can be created from ZenCase with only a couple of clicks of a button.


73. LegalTrek

  • Best for: Small, medium and large size businesses
  • Price: starts at $45 per month
  • Jul 07, 2022
Compare LegalTrek Vs. Salesforce

LegalTrek is a time tracking software designed as an end-to-end legal practice management platform from which law firms can track tasks with events and reminders, manage clients, and create documents & billings.


74. AdvantageLaw

  • Best for: SMBs
  • Price: starts at $590 per license
  • May 27, 2022
Compare AdvantageLaw Vs. Salesforce

AdvantageLaw has been a leader in innovative solutions for law firms, as well as corporate and government law departments since 1981. Founded in California by Silicon Valley software developers, and originating with our ABA-approved legal software system, we have continually upgraded the capabiliti...


75. Smokeball Software

  • Best for: SMBs
  • Price: starts at $29 per user/month
  • Jul 24, 2022
Compare Smokeball Software Vs. Salesforce

Smokeball software is a cloud-hosted legal practice management solution that is specifically built for small law firms. The platform provides various features which include contact management, case management, time tracking, billing, document automation, Word & Outlook integrations, and accounting.


76. PensionBenefitsXG

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 28, 2022
Compare PensionBenefitsXG Vs. Salesforce

PensionBenefitsXG is an employee pension management solution for businesses of all sizes. It offers such capabilities as vacation plan management, life insurance management, and others. The software was designed and launched by Basys Inc headquartered in Maryland, United States.


77. GrowPath

  • Best for: Medium and large size businesses
  • Price:
  • Jul 29, 2022
Compare GrowPath Vs. Salesforce

GrowPath is a cloud-based legal management software built to help law firms track communications, simplify conversions, and score leads. The software also enables them to measure and account for the resources spent on marketing and outreach.


78. FactBox

  • Best for: SMBs
  • Price: starts at $45 per user/month
  • Jul 31, 2022
Compare FactBox Vs. Salesforce

FactBox is a SaaS-based legal management software that enables litigators to connect facts, source documents, and case issues. It also allows them to centralize their case contents through categorizations and custom structures.


79. TrialLine

  • Best for: Small, medium and large size businesses
  • Price: starts at $41 per month
  • Jul 31, 2022
Compare TrialLine Vs. Salesforce

TrialLine is a cloud-based legal management solution that allows attorneys to garner insights into cases, create custom standard timelines, and show them by the events. It also enables them to categorize claims based on multiple views and filters and handle custom color palettes and images.


80. NetPoint Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $500 per license
  • Jul 31, 2022
Compare NetPoint Software Vs. Salesforce

NetPoint Software is a growing cloud-based Business Plan software, it is designed to support small, medium and large size business. NetPoint Software received a rating of 4.6 from ITQlick team. The software cost is considered average (2.9/5) when compared to other solutions in their category.


81. MerusCase

  • Best for: Small, medium and large size businesses
  • Price: starts at $40 per user/month
  • Jul 28, 2022
Compare MerusCase Vs. Salesforce

MerusCase is a web based legal practice management solution for law firms of all sizes. It offers such capabilities as client management, records management, expense tracking, and others. The software was designed and launched by Merus Inc headquartered in California, United States.


82. Legal CRM

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 29, 2022
Compare Legal CRM Vs. Salesforce

Legal CRM is a cloud-based as well as an on-premise solution that caters for the lawyers, paralegals, attorneys, and the support staff. This solution automates billing, timesheet entries, and client management among other tasks within the legal firms.


83. CuroComp Software

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 29, 2022
Compare CuroComp Software Vs. Salesforce

CuroComp Software is an award-winning cloud-based Human Resources software, it is designed to support small, medium and large size business. CuroComp Software received a rating of 4.5 from ITQlick team. The software cost is considered a bit pricey (4.9/5) vs their competitors.


84. Therapistmate

  • Best for: Small, medium and large size businesses
  • Price: starts at $40 per user/month
  • Jun 01, 2022
Compare Therapistmate Vs. Salesforce

TherapistMate is a practice management system that helps therapists and their staff schedule appointments, manage cases, handle billing, financials, and payroll within a single program. Some of the features include a payroll function that allows employees to complete timesheets remotely and track th...


85. Coyote Analytics

  • Best for: Medium and large size businesses
  • Price:
  • Feb 14, 2022
Compare Coyote Analytics Vs. Salesforce

Coyote Analytics is a legal practice management system for small and medium law firms. It offers such capabilities as billing and invoicing, contact management, document management, and others. The software was designed and launched by Coyote Analytics LLC headquartered in Tennessee, United States. ...


86. CoCounselor

  • Best for: Small, medium and large size businesses
  • Price: starts at $50 per month
  • Apr 22, 2022
Compare CoCounselor Vs. Salesforce

CoCounselor is a legal management software designed to help lawyers and law firms track marketing campaigns and prospect acquisition costs. They can also measure the marketing campaigns to see which is more productive, using scheduled reports.


87. ProTempus

  • Best for: Small businesses and start ups
  • Price: starts at $100 per month
  • Apr 06, 2022
Compare ProTempus Vs. Salesforce

ProTempus is a growing cloud-based Legal Management software, it is designed to support small and medium size business. ProTempus received a rating of 4.9 from ITQlick team. The software cost is considered affordable (1.1/5) when compared to alternative solutions.


88. TrialWorks

  • Best for: Small, medium and large size businesses
  • Price: starts at $495 per license
  • Jan 24, 2022
Compare TrialWorks Vs. Salesforce

TrialWorks is a growing cloud-based Legal Management software, it is designed to support small, medium and large size business. TrialWorks received a rating of 4.4 from ITQlick team. The software cost is considered a bit pricey (4.9/5) vs their competitors.


89. Prevail Case Management

  • Best for: Small, medium and large size businesses
  • Price: starts at $119.95 per user/month
  • Apr 02, 2022
Compare Prevail Case Management Vs. Salesforce

Prevail Case Management is a legal practice management solution for businesses of all sizes. Its capabilities include records management, conflict resolution, docket management, and others. The software was designed and launched by Practice Technology Inc headquartered in Florida, Untied States.


90. AbacusLaw

  • Best for: Small, medium and large size businesses
  • Price: starts at $69 per feature/month
  • May 26, 2022
Compare AbacusLaw Vs. Salesforce

Abacus Law is a practice management software solution designed for automating the workflow of legal practices. It is an on premise software and works on the windows operating systems, namely Windows Vista and above.


91. LegalEdge

  • Best for: Small, medium and large size businesses
  • Price: starts at $750 per license
  • May 08, 2022
Compare LegalEdge Vs. Salesforce

LegalEdge is a web based legal practice management solution for legal practices of all sizes. It offers such services as role-based dashboards, contact management, document management, and others. The software was designed and launched by LegalEdge Software headquartered in Pennsylvania, United Stat...


92. Legal Files

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 15, 2022
Compare Legal Files Vs. Salesforce

Legal Files Software is a case and matter management software helping users in handling wide array of legal matters in addition to administrative tasks, processes and workflows.


93. SmartAdvocate Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $89 per user/month
  • May 23, 2022
Compare SmartAdvocate Software Vs. Salesforce

SmartAdvocate Software is a growing cloud-based Legal Management software, it is designed to support small, medium and large size business. SmartAdvocate Software received a rating of 4.6 from ITQlick team. The software cost is considered average (3.4/5) when compared to other solutions in their ca...


94. GoServicePro

  • Best for: Small businesses and start ups
  • Price: starts at $45 per user/month
  • Jan 31, 2022
Compare GoServicePro Vs. Salesforce

GoServicePro is a web based field service management solution for businesses of all sizes. It offers such capabilities as inventory control, job management, service history tracking, and others. The software was designed and launched by GoServicePro headquartered in Ohio, United States.


95. PolicyTech

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 07, 2022
Compare PolicyTech Vs. Salesforce

PolicyTech is a policy and compliance management solution for businesses of all sizes. The services offered by it include document authoring and distribution management, policy management, automation, and others. The software was designed and launched by NAVEX Global headquartered in Nor...


96. Tabs3 Billing Software

  • Best for: SMBs
  • Price: starts at $32 per license
  • Feb 07, 2022
Compare Tabs3 Billing Software Vs. Salesforce

Tabs3 Billing Overview Tabs3 Billing is a legal billing solution designed to help law firms get their bills out faster and create and email PDF statements to clients automatically. Users can track their time, create statements, run client status reports and allocate payments using this so...


97. Everest Advanced software

  • Best for: Medium and large size businesses
  • Price: starts at $800 per user/month
  • Feb 14, 2022
Compare Everest Advanced software Vs. Salesforce

Everest Advanced software is a growing cloud-based Retail-POS software, it is designed to support medium and large size business. Everest Advanced software received a rating of 5 from ITQlick team. The software cost is considered a bit pricey (4.7/5) vs their competitors.


98. Treeno Content Server

  • Best for: Small, medium and large size businesses
  • Price: starts at $50 per user/month
  • Feb 12, 2022
Compare Treeno Content Server Vs. Salesforce

Treeno Document Management is a content management solution for businesses of all sizes. Its capabilities include document indexing, archiving, distribution, collaboration, and others. The software was designed and launched by Treeno Software Inc headquartered in New Hampshire, United Sta...


99. IBM Enterprise Content Management

  • Best for: Small, medium and large size businesses
  • Price: starts at $1,000 per license
  • Feb 19, 2022
Compare IBM Enterprise Content Management Vs. Salesforce

IBM Enterprise Content Management is a content management solution for businesses of all sizes. It also offers content imaging, advanced case management, and information lifecycle governance. The software was designed and launched by IBM Corporation headquartered in New York, United Stat...


100. Case.one

  • Best for: Small, medium and large size businesses
  • Price: starts at $0.99 per month
  • Mar 03, 2022
Compare Case.one Vs. Salesforce

Case.one is a growing cloud-based Legal Management software, it is designed to support small, medium and large size business. Case.one received a rating of 2.5 from ITQlick team. The software cost is considered affordable (1/5) when compared to alternative solutions.


101. Firm Central Software

  • Best for: SMBs
  • Price: starts at $40 per month
  • Mar 02, 2022
Compare Firm Central Software Vs. Salesforce

Firm Central Software is a growing cloud-based Legal Management software, it is designed to support small and medium size business. Firm Central Software received a rating of 2.7 from ITQlick team. The software cost is considered affordable (2/5) when compared to alternative solutions.


102. TimeNet

  • Best for: Small, medium and large size businesses
  • Price: starts at $30 per user/month
  • Mar 03, 2022
Compare TimeNet Vs. Salesforce

TimeNet software is an on-premise time tracking & project management solution built to suit independent freelancers, small as well as midsize teams in various industries.


103. MetaCaseDesk

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 22, 2022
Compare MetaCaseDesk Vs. Salesforce

MetaCaseDesk is a growing cloud-based Help Desk software, it is designed to support small, medium and large size business. MetaCaseDesk received a rating of 2.5 from ITQlick team. The software cost is considered affordable (1/5) when compared to alternative solutions.


104. Sunrise HR Case Management

  • Best for: SMBs
  • Price:
  • Mar 09, 2022
Compare Sunrise HR Case Management Vs. Salesforce

Sunrise HR Case Management is a growing cloud-based Human Resources software, it is designed to support small and medium size business. Sunrise HR Case Management received a rating of 3.1 from ITQlick team. The software cost is considered average (3.4/5) when compared to other solutions in their ca...


105. Jarvis Legal

  • Best for: Small businesses and start ups
  • Price: starts at $49.17 per user/month
  • Mar 09, 2022
Compare Jarvis Legal Vs. Salesforce

Jarvis Legal is a web based legal practice management solution for legal practices of all sizes. It offers such capabilities as billing management, calendar management, expense tracking, and others. The software was designed and launched by Jarvis Software LLC headquartered in Texas, United States. ...


106. Mi-Forms

  • Best for: Small, medium and large size businesses
  • Price: starts at $47 per user/month
  • Mar 09, 2022
Compare Mi-Forms Vs. Salesforce

Mi-Forms is an enterprise content management solution for businesses of all sizes. It offers assistance in content designing, client management, sub-contractor management, and other aspects. The software was designed and launched by Mi-Corporation headquartered in North Carolina, United ...


107. BEC Legal Software

  • Best for: Medium and large size businesses
  • Price:
  • Mar 24, 2022
Compare BEC Legal Software Vs. Salesforce

BEC LegalBar is a legal document management solution for businesses of all sizes. It offers such services as clause library, document formatting, customizable templates, and others. The software was designed and launched by BEC Legal Systems headquartered in Ohio, United States.


108. LEAP

  • Best for: SMBs
  • Price: starts at $149 per user/month
  • Mar 25, 2022
Compare LEAP Vs. Salesforce

LEAP is a cloud-based legal practice and case management solution that caters for the lawyers, paralegals, attorneys, and the support staff. This solution automates billing, timesheet entries, and client management among other tasks within the legal firms.


109. Case Master Pro

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 30, 2022
Compare Case Master Pro Vs. Salesforce

Case Master Pro is a fast growing cloud-based Legal Management software, it is designed to support small, medium and large size business. Case Master Pro received a rating of 5 from ITQlick team. The software cost is considered a bit pricey (4.6/5) vs their competitors.


110. Penelope by Athena

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 30, 2022
Compare Penelope by Athena Vs. Salesforce

Penelope case management software by Athena Software helps human and social service organizations achieve their mission and improve client outcomes.


111. LawAlign Case Management Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $1,500 per license
  • Mar 29, 2022
Compare LawAlign Case Management Software Vs. Salesforce

LawAlign Case Management Software is a fast growing cloud-based Legal Management software, it is designed to support small, medium and large size business. LawAlign Case Management Software received a rating of 2.5 from ITQlick team. The software cost is considered average (3.4/5) when compared to ...


112. PCLaw

  • Best for: Start up, Small business, Medium business
  • Price: starts at $39 per user/month
  • Apr 13, 2022
Compare PCLaw Vs. Salesforce

A PCLaw Annual Maintenance Plan offers a full range of benefits, helping you to get the most from your software. Check out the customer support tab for more information about your full range of resources. Jumpstart Onboarding – Custom onboarding tailored to your firm from our expert support staff Su...


113. Case Management for HR

  • Best for: Medium and large size businesses
  • Price:
  • Apr 20, 2022
Compare Case Management for HR Vs. Salesforce

Case Management for HR is a human resource and case management solution for businesses of all sizes. It also offers master data management, workflow management, contact center management, and others. The software was designed and launched by iTouch Vision headquartered in London, United ...


114. Arrow Solution

  • Best for: Small, medium and large size businesses
  • Price:
  • May 12, 2022
Compare Arrow Solution Vs. Salesforce

Arrow Solution Software is a home health solution for businesses of all sizes. It offers such services as agency management, issue tracking system, clinical documentation portal, and others. The software was designed and launched by Arrow Solution headquartered in New York, United States.


115. Legal Track

  • Best for: Start up, Small business
  • Price:
  • May 12, 2022
Compare Legal Track Vs. Salesforce

Gone are the days when legal professionals would shy away from technology. Today’s legal departments are aggressively implementing programs like Case Management System, Scanning Solutions, E-discovery Software, Legal Hold, E-billing, Document Management. You name it! These organizations realize that...


116. Exterro

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Nov 12, 2021
Compare Exterro Vs. Salesforce

Exterro was founded with the simple vision that applying the concepts of process optimization and data science to how companies manage digital information and respond to litigation would drive more successful outcomes at a lower cost. We remain committed to this vision today as we deliver a fully in...


117. Total Nurse Solution

  • Best for: Small, medium and large size businesses
  • Price: starts at $12,000 per license
  • Jul 18, 2022
Compare Total Nurse Solution Vs. Salesforce

Total Nurse Solution is a growing cloud-based Home Health software, it is designed to support small, medium and large size business. Total Nurse Solution received a rating of 3.5 from ITQlick team. The software cost is considered average (2.9/5) when compared to other solutions in their category.


118. EMPOWER by Empower Software Solutions, Inc.

  • Best for: Small, medium and large size businesses
  • Price:
  • Aug 11, 2019
Compare EMPOWER by Empower Software Solutions, Inc. Vs. Salesforce

EMPOWER by Empower Software Solutions, Inc. is a trending cloud-based School Management software, it is designed to support small, medium and large size schools. EMPOWER by Empower Software Solutions, Inc. received a rating of 3.6 from ITQlick team. The software cost is considered average (3.5/5) w...


119. ETO Software

  • Best for: SMBs
  • Price:
  • Sep 09, 2019
Compare ETO Software Vs. Salesforce

ETO Software is a growing cloud-based Non-Profit software, it is designed to support small and medium size business. ETO Software received a rating of 2.5 from ITQlick team. The software cost is considered affordable (2/5) when compared to alternative solutions.


120. Waystar

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per month
  • Aug 13, 2019
Compare Waystar Vs. Salesforce

Waystar is a cloud-based healthcare revenue management system that assists in hospital management. The software seeks to simplify workflow and streamline cash flow practices. The software incorporates machine learning algorithms within their system as they assist in predicting claim denials.


121. Ethicontrol case management

  • Best for: Medium and large size businesses
  • Price: starts at $199 per month
  • Jan 29, 2020
Compare Ethicontrol case management Vs. Salesforce

Corporate SaaS tools helping with compliance programs to fight fraud, corruption, increase trust and happiness. Special methodology to avoid painful mistakes in ethics management and easily comply with increasing regulations. Our solutions enable businesses identify fraud and compliance risks, res...


122. ZirMed

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per month
  • Sep 12, 2019
Compare ZirMed Vs. Salesforce

ZirMed is a population health management (PHM) and end to end system for revenue cycle management software that can help users in optimizing their revenue while enhancing the population health quality.


123. TreasuryHQ

  • Best for: SMBs
  • Price:
  • Aug 27, 2019
Compare TreasuryHQ Vs. Salesforce

TreasuryHQ is a leading cloud-based Accounting-Finance software, it is designed to support small and medium size business. TreasuryHQ received a rating of 3.5 from ITQlick team. The software cost is considered affordable (2.1/5) when compared to alternative solutions.



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.