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.