Professional Services Automation 2009
This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes. Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices. Dashboards are available for managers and consultants. More reports and dashboards are soon to come. Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.
Top keywords
- project4×2.92%
- reports3×2.19%
- approval2×1.46%
- consulting2×1.46%
- dashboards2×1.46%
- resources2×1.46%
- tab2×1.46%
- time2×1.46%
NuLaw | Legal Practice Management Suite
NuLaw is an AI-powered Legal Operating System built natively on Salesforce, designed to manage the full legal lifecycle from intake through resolution. Built specifically for law firms, in-house counsel, legal government teams, and nonprofits, NuLaw centralizes intake, matter management, documents, billing, reporting, and AI-driven workflows in a single platform. Nubia AI powered by NuLaw connects people, data, and documents with AI that actively moves every case forward through specialized agents purpose-built for legal roles including Intake, Paralegal, Law Clerk, Litigation, and Counsel. NuDocs powered by NuLaw manages the document lifecycle inside every matter while integrating with repositories like SharePoint. Turn documents into revenue-driving actions across the full lifecycle from intake, generate, send, sign, collect, to two-way SMS with AI that detects missing documents, triggers next steps, and executes follow-ups automatically. NuLaw is built on Salesforce’s enterprise security infrastructure the same platform trusted by NASA and the DoD with native permissions, encryption, role-based access, and audit logging. Supports GDPR and HIPAA compliance requirements.
Top keywords
- nulaw5×3.07%
- documents4×2.45%
- intake4×2.45%
- legal4×2.45%
- ai3×1.84%
- lifecycle3×1.84%
- counsel2×1.23%
- full2×1.23%
