Accounting \u2014 <\/b>This module automates various financial tasks, including managing trust accounts, tracking billable hours, and generating invoices.<\/li>\n<\/ul>\nHere\u2019s a closer look at the end-to-end capabilities of AllRize.\u00a0<\/p>\n
Marketing and Onboarding New Clients<\/b><\/p>\n
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.\u00a0<\/p>\n
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 \u2014 by practice area and region, for example.\u00a0<\/p>\n
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.\u00a0<\/p>\n
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.\u00a0<\/p>\n
![\"AllRize](\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/2025\/01\/AllRize-Marketing-Screenshot-.jpg?resize=1080%2C706&ssl=1\" "\\"\\"")
<\/p>\n
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.\u00a0<\/p>\n
Once a lead is qualified by the intake specialist, the system considers the record an \u201cOpportunity.\u201d At this point, the system can directly generate retainer agreements, and e-signature automation capabilities are present as well.\u00a0<\/p>\n
The Microsoft Copilot AI application accompanies each record, which allows you to query any data throughout the entire\u00a0 system related to the matter in a conversational chat interface. Copilot\u2019s generative capabilities allow you to create first drafts of emails and other communications directly related to a file as well.<\/p>\n
Managing Matters\u00a0<\/b><\/p>\n
Once a client is signed on, one click will convert a record from \u201cOpportunity\u201d to \u201cMatter,\u201d leveraging all of the existing data \u2014 providing one source of truth. After data is entered into AllRize, it is shared everywhere it needs to be shared, and doesn\u2019t need to be reentered in multiple places.<\/p>\n
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 \u201cpop-up\u201d for ease of access.<\/p>\n
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.<\/p>\n
![\"AllRize](\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/2025\/01\/AllRize-Screenshot-Meeting-Summary.jpg?resize=1080%2C528&ssl=1\" "\\"\\"")
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Document Management<\/b><\/p>\n
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.<\/p>\n
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.<\/p>\n
Billing & Business Analysis<\/b><\/p>\n
A \u201ctimestamps\u201d 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.\u00a0<\/p>\n
Once you\u2019ve 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\u2019s branding will be incorporated and can easily be configured to meet specific requirements.<\/p>\n
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.<\/p>\n
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.\u00a0<\/p>\n
![\"AllRize](\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/2025\/01\/AllRize-Billing-Screenshot-1.jpg?resize=1080%2C539&ssl=1\" "\\"\\"")
<\/p>\n
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.<\/p>\n
Getting the Most Out of Microsoft<\/b><\/p>\n
While a strong majority of law firms are using the Microsoft productivity suite, very few are realizing the full potential of these products. That\u2019s because they\u2019re not even aware of many of the features.<\/p>\n
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\u2019s offerings \u2014 which are only continuing to improve and set the standard for the industry.\u00a0<\/p>\n
As a result of AllRize\u2019s 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.<\/p>\n
Ready to see what AllRize could do for your firm?\u00a0<\/p>\n
Visit our friends at AllRize here<\/a> to book a demo of their new platform.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"AllRize was launched in September 2024 to create new efficiencies while integrating with the Microsoft products you\u2019re already using. Here\u2019s why that\u2019s important for your firm.\u00a0 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 […]<\/p>\n","protected":false},"author":0,"featured_media":100278,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[16,17],"tags":[],"class_list":["post-100277","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-above_the_law","category-legal_matters"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/xira.com\/p\/wp-content\/uploads\/2025\/01\/laptop-5673901_1280-4-VINCEV.jpeg?fit=1280%2C856&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/100277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/comments?post=100277"}],"version-history":[{"count":0,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/100277\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media\/100278"}],"wp:attachment":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media?parent=100277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/categories?post=100277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/tags?post=100277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"laptop-5673901_1280](\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/2025\/01\/laptop-5673901_1280-4.jpg?resize=357%2C239&ssl=1\" "\\"\\"")
Of all the technology adoption challenges facing lawyers, inertia may be the toughest of all.\u00a0<\/p>\n