Advologix Builds a Portfolio of
Knowledge Around Each Matter
Business Accounts
Contacts &
Relationships
Activity & Time
Management
Meetings, Dockets,
& Important Dates
Best in Class Cloud Platform with
Integrated Workflow Management
Send Individual
& Mass Email
Archive Incoming
& Outgoing Email
Document Management
& Automation
Broad Support for Mobility and
Best in Class Enterprise Collaboration

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The AdvoLogix Platform

Capable of the most demanding implementations conceivable. Read on to learn more or click now to get started today!
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Matter Centric

AdvoLogix assembles and manages a portfolio of knowledge around each matter. All relevant information is saved with the matter. This provides a centralized workspace for information and communications relevant to each matter.

  • Multiple practice types & areas
  • Matter action plans & critical dates
  • Legal hold enforcement
  • Matter budgets & planning
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Businesses Relationships

Stakeholders and business participants are centrally integrated throughout AdvoLogix. Our relationship management tools allow you to maintain visibility into your relationships. Log a call, send an email, schedule a meeting, stay connected from the office or on the road.

  • Define Matter Participant Relationships
  • Manage Clients and Prospects
  • Communicate Through Integrated Mass Email
  • Synchronize with Outlook Contacts

 

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Documents & Content

Our built-in document management relates documents to matters, accounts, contacts or discussion threads. Take document management to the next level by integrating with dedicated DMS such as NetDocuments, Box, SpringCM and more.

  • Open and Save from Word
  • Preview Documents in the Browser
  • Maintain Multiple Versions
  • Get Notified When a Document Changes
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Activities & Key Dates

A wide variety of personal and group calendaring functionality allows your team to stay on top of critical dates. Group scheduling and meeting invitations are a snap. Track time or events from your mobile device as if you were at your desktop.
  • Action Plans and Workflow
  • Enterprise Calendaring
  • Outlook & Google Integration
  • Time Tracking
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Enterprise Collaboration

Collaborate on matters, clients, parties, documents or topical discussions. Improve workflow processes, quickly share new ideas, review a document, the list goes on. Optionally enable our Client Portal to more effectively collaborate with outside parties.

  • Discuss Matters in Context
  • Invite Customers to Participate
  • Globally Search Your History
  • Real-time Notifications of Data Changes

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Mobility

Enterprise mobility allows your team to stay on top of their workflow at all times. Examples of the many ways to use our free mobile app:

  • Collaborate in real-time
  • Check the status of a matter
  • Create a new time entry
  • Upload an image or document

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Reports & Dashboards

Spot trends and make informed business decisions. Choose from the built-in reports or quickly create your own custom reports and dashboards.
  • Export Reports to Excel
  • Schedule for Delivery
  • Easily Create Matrices & Charts
  • Use Complex Formulas

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Workflow in the Cloud

Automate information flow throughout the business process. Turn your unique workflow into your own recipe for success.
  • Visual Flow Designer
  • Workflows & Approvals
  • Triggers & Formulas
  • Integrated Notifications

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Security & Reliability

Our partner Salesforce.com is an industry leader and specialist in securing on-demand enterprise services delivery.
  • Physical security
  • Network security
  • Disaster recovery
  • Third party assessments

 

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Are you ready to see AdvoLogix in action?

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