Key Features & Functions:

Marketing
Supports campaign management, lead generation, audience segmentation, email marketing, social media management, surveys, and web forms. Marketing activities can be automated and tracked across multiple channels.

CRM (Client Relationship Management)
Provides centralised management of client and contact information, supporting client intake, automated communications, and analytics related to client engagement and business development.

Matter Management
Tracks matters, cases, and related activities. Integrates with CRM and document management to provide a consolidated view of case information, communications, and tasks.

Document Management
Centralised storage and organisation for legal documents and case-related files, with document retrieval, collaboration, and structured organisation across matters and clients.

Accounting & Billing
Supports operating and trust accounts with three-way reconciliation, audit trails, automated compliance safeguards, and real-time financial reporting. Automated time capture generates draft time entries from tasks, calendar data, and connected application activity, with alerts for review and approval.

Governance, Risk, and Compliance (GRC)
Built on Microsoft Purview, supporting information governance policy monitoring, risk assessment, data classification, regulatory tracking, and internal audits. AI-powered compliance monitors flag potential exposures of confidential data, including PII and HIPAA-regulated information.

AI Capabilities
AllRize embeds Microsoft Copilot AI with Generative and Agentic AI capabilities across modules, applicable to client intake, communications, billing, trust accounting, and calendar management.

Deployment
Delivered via Microsoft Azure on a subscription basis, with month-to-month, one-year, and three-year options. Firms can deploy the full platform or individual modules and expand over time.