Transactionly Overview

Transactionly is an intuitive and comprehensive legal case management software designed to help law firms and legal professionals manage their cases, documents, and client interactions. This cloud-based platform streamlines the entire lifecycle of a case, from initial consultation to case resolution, ensuring that all information is centralized and easily accessible. With features like task management, document storage, time tracking, and billing, Transactionly simplifies administrative processes, allowing legal professionals to focus on delivering high-quality service to clients. The software also offers collaboration tools, enabling multiple team members to work on the same case simultaneously, improving workflow and communication. Transactionly’s advanced search capabilities make it easy to find case files, contracts, and other legal documents. Additionally, it integrates with accounting and communication systems, ensuring seamless management of financial transactions and client correspondence. With Transactionly, law firms can enhance productivity, improve client service, and streamline case management.

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Contact Details

  • Vendor Name Transactionly
  • Founded 2019
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Law Practice, Legal Services

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Transactionly Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Docket Management
  • Arrow Icon Case Notes
  • Arrow Icon Communication Management
  • Arrow Icon Conflict Management
  • Arrow Icon Document Management
  • Arrow Icon Calendar Management
  • Arrow Icon Client Management
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Workflow Management
  • Arrow Icon Time Tracking
  • Arrow Icon Email Management
  • Arrow Icon Case Management
  • Arrow Icon Trust Accounting
  • Arrow Icon Electronic Signature
  • Arrow Icon Document Storage
  • Arrow Icon For Legal Professionals
  • Arrow Icon Document Generation
  • Arrow Icon Document Capture
  • Arrow Icon Full Text Search
  • Arrow Icon Archiving & Retention
  • Arrow Icon Version Control
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Document Classification
  • Arrow Icon Document Management
  • Arrow Icon Compliance Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Contract/License Management
  • Arrow Icon Optical Character Recognition
  • Arrow Icon Case Management
  • Arrow Icon Secure Data Storage

Transactionly Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$149 Per Month

Transactionly FAQs

Transactionly is an intuitive and comprehensive legal case management software designed to help law firms and legal professionals manage their cases, documents, and client interactions. This cloud-based platform streamlines the entire lifecycle of a case, from initial consultation to case resolution, ensuring that all information is centralized and easily accessible. With features like task management, document storage, time tracking, and billing, Transactionly simplifies administrative processes, allowing legal professionals to focus on delivering high-quality service to clients. The software also offers collaboration tools, enabling multiple team members to work on the same case simultaneously, improving workflow and communication. Transactionly’s advanced search capabilities make it easy to find case files, contracts, and other legal documents. Additionally, it integrates with accounting and communication systems, ensuring seamless management of financial transactions and client correspondence. With Transactionly, law firms can enhance productivity, improve client service, and streamline case management.

  • No, Transactionly does not offer a free version.

  • Yes, Transactionly offers a free trial.

  • No, Credit Card details are not required for the Transactionly trial.

  • Transactionly offers the following pricing plans & packages:

    Basic

    $149 Per Month

  • Transactionly supports the following payment frequencies:

    • Monthly Subscription

  • No, Transactionly does not offer an API.

  • Transactionly offers support with the following options:
    • Chat

  • Transactionly offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Transactionly supports the following languages:
    • English

  • Following are the typical users of the Transactionly:
    • Self-Employed , Small-Business , Midsize-Business

  • Transactionly supports the following deployment:
    • Cloud Hosted

  • Transactionly supports the following devices and operating systems:
    • Web-Based