AllRize was launched in September 2024 to create new efficiencies while integrating with the Microsoft products you’re already using. Here’s why that’s important for your firm.
The post A New AI-Powered Practice Management Platform With Flexible Deployment Options appeared first on Above the Law.
Of all the technology adoption challenges facing lawyers, inertia may be the toughest of all.
Handwritten document edits are still the norm for many partners, and persuading a busy practitioner to learn — let alone adopt — a new system can be a nonstarter.
AllRize, a new AI-powered practice management platform, was built to thrive in this dynamic, allowing any firm to implement a cutting-edge system at their own pace.
The platform is deeply integrated with Microsoft products, enabling fast “time to value” for lawyers already relying on Microsoft productivity applications. When deployed as a complete solution, AllRize delivers a comprehensive set of legal-specific features and functions required by modern law firms.
The creators of AllRize understand that every law firm is different. Some want a complete end-to-end solution, while others prefer to start with a subset of those capabilities.
For that reason, AllRize was designed with a modular architecture with five separate software tools that can be deployed together or separately, based on the unique needs of each firm. This allows maximum flexibility for firms to deploy AllRize in stages, starting where it’s most needed.
AllRize is the brainchild of Rize Technologies, a sister company and longtime managed services IT provider in the legal industry. During the past 10+ years, Rize Technologies’ software experts developed an in-depth familiarity with legal tech — what’s working, what’s wasting time, and how the entire firm could function more efficiently.
“Too often, the software that law firms relied on to run their business consisted of either basic office productivity tools or specialized point solutions — and none of it worked well together,” says Erik Ruda, CEO of AllRize. “It was often a piecemeal, ad hoc process that actually reduced team productivity.”
Here’s how AllRize brings order to the chaos of a law firm’s tech stack while ensuring a seamless implementation.
Your Copilot Concierge
AllRize is based on a uniquely in-depth integration with Microsoft Dynamics 365, and fully leverages other Microsoft productivity tools as well. This means that, if you’re already using Microsoft, your single log-in will also give you access to AllRize.
This architecture also means that Microsoft’s Copilot AI is integrated throughout the AllRize platform. This helps automate many time-consuming tasks, accelerate staff productivity, and deliver an optimal experience to clients. And, when Microsoft invests its annual 11-figure R&D budget into its suite of applications, AllRize users benefit from the innovations resulting from those investments.
Additionally, because AllRize is delivered as a cloud-hosted SaaS offering, it will support employees in any location and be available across all devices, all with secure access controls.
A Flexible Set-Up
AllRize is an end-to-end platform, meaning it covers the entire client journey, from marketing to billing to business intelligence. For firms that typically use a separate software application for each function, bringing on an entirely new law practice management system may seem daunting.
To overcome this challenge, AllRize has five separate modules that can each be implemented individually:
- Marketing — This module helps you launch marketing campaigns to attract new clients, manage social media, and maintain your website to build your brand value.
- Customer relationship management (CRM) — This module automates client intake and manages communications with prospects and existing clients. It provides detailed reporting and integrates directly with your Outlook email system.
- Matter management — This module streamlines your case management and eases collaboration with colleagues and clients.
- Document management — This module helps you store, retrieve, and secure all of your documents with version history.
- Accounting — This module automates various financial tasks, including managing trust accounts, tracking billable hours, and generating invoices.
Here’s a closer look at the end-to-end capabilities of AllRize.
Marketing and Onboarding New Clients
The first step in attracting new clients is marketing campaigns. AllRize facilitates these efforts and also integrates with all other marketing platforms like Google, Meta, and LinkedIn to name a few.
The application syncs directly with Google ads, and it allows you to create marketing lists and automate your outreach with drip campaigns and other methods. You can also make dynamic lists and segments for outreach — by practice area and region, for example.
When a campaign is running, the AllRize platform then helps you track its success and ROI, allowing you to optimize spending in the most effective channels.
When leads come in, be it from Google ads, a law firm landing page, a referral from another firm, or other type of campaign, they automatically show up in the AllRize system for easy follow-up.
Intake specialists can then vet the leads directly in the system to separate qualified from unqualified potential new clients, and they can contact them directly from the application.
Once a lead is qualified by the intake specialist, the system considers the record an “Opportunity.” At this point, the system can directly generate retainer agreements, and e-signature automation capabilities are present as well.
The Microsoft Copilot AI application accompanies each record, which allows you to query any data throughout the entire system related to the matter in a conversational chat interface. Copilot’s generative capabilities allow you to create first drafts of emails and other communications directly related to a file as well.
Managing Matters
Once a client is signed on, one click will convert a record from “Opportunity” to “Matter,” leveraging all of the existing data — providing one source of truth. After data is entered into AllRize, it is shared everywhere it needs to be shared, and doesn’t need to be reentered in multiple places.
The summary and highlights of all matters are maintained by Copilot, and the AllRize system is an open platform that can integrate with just about any phone system and VOIP provider. This allows all communications to happen in one place, providing more transparency than ever before. If a client is in the system and calls the office, the client and matter records based on the caller ID will automatically “pop-up” for ease of access.
A phone call or email related to a matter can be placed directly from AllRize. Each client interaction can be recorded, transcribed, and summarized, and you can directly log any billable time with one click.
Document Management
The document management module goes hand-in-hand with the matter management module. Document management is built on top of the Microsoft productivity suite, leveraging Sharepoint, and integrating seamlessly with all other Microsoft office productivity applications. Key features of the module include document organization, advanced search and retrieval, version control, access permissions, collaboration tools, and mobile access. Users will also have the ability to use AI agents to streamline workflows and find and access data from documents more efficiently than ever before.
Additionally, data governance is integrated into the system, where some users can be restricted from accessing sensitive documents like those containing financial information. It can also automate records management and classifying documents. These capabilities will help law firms to manage data security which is even more important with the introduction of artificial intelligence.
Billing & Business Analysis
A “timestamps” tab also allows you to log billable and non-billable time while working on any document. Once you have logged your time, the final step is billing, and AllRize eases that process. One click brings up your invoice form, and your line items are fully customizable.
Once you’ve determined what to include, the invoice will be generated with one click, typically combining any flat fees, timestamps, and expenses tracked in the system. Your law firm’s branding will be incorporated and can easily be configured to meet specific requirements.
To auto-capture payments, the AllRize system integrates with Stripe, Lawpay, and other billing systems. Invoices can also be edited manually at the approval stage, which provides the flexibility needed by many law firms.
Finally, to get a 360 degree view from each marketing campaign to bill collection, a number of business management dashboards are available in AllRize. There are specific dashboards available for each role in the firm to make sure the data that each person needs is highly accessible and meaningful to each user.
This also includes executive dashboards that improve decision making and help firms to stay on track with their goals. These provide deep business intelligence records, which will help your business managers improve client service and overall profitability.
Getting the Most Out of Microsoft
While a strong majority of law firms are using the Microsoft productivity suite, very few are realizing the full potential of these products. That’s because they’re not even aware of many of the features.
In addition to bringing all of your legal operations together into one efficient platform, AllRize will ensure that your firm is realizing the true potential of Microsoft’s offerings — which are only continuing to improve and set the standard for the industry.
As a result of AllRize’s software engineering expertise, combined with its partnership with Microsoft, law firms enjoy streamlined internal operations, improved team collaboration, and even automated tools that can help acquire new clients and grow revenues.
Ready to see what AllRize could do for your firm?
Visit our friends at AllRize here to book a demo of their new platform.
