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  • Posted in: Public Open Forum

    Hi Jamie, I doubt you can find any application off the shelf that covers all your requirements. We do provide custom software development services and created similar applications for other mid to large size law firms (Custom Practice Management...

  • Posted in: Public Open Forum

    Hi, Jaime. We used PTMS from Tax Compliance during 2006-08 when that was an active practice area for us. I believe it handled most, if not all, of the functions you list. We did find it to be labor-intensive to set up and customize, but that probably...

  • Posted in: Public Open Forum

    Exolution is another native Excel file redaction tool, it is from Litexn (I have no affiliations with them). They have a few powerful features like PII identification, sheet-level duplicate identification, real-time propagation, color coded redactions...

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