(973) 681-8296
UpLegal JuriSync
AI application for legal, tax, and accounting managing documents, billing, compliance, and audits.
Project Description: UpLegal JuriSync is an AI-powered legal-tech solution designed to streamline and modernize the workflows of legal, tax, and accounting professionals. Built for law firms, corporate legal departments, tax advisors, and accounting teams, the platform brings automation, accuracy, and transparency to traditionally manual and time-consuming processes. By centralizing document management, automating billing cycles, and simplifying compliance and audit procedures, UpLegal JuriSync empowers professionals to stay focused on strategic tasks while reducing risk, saving time, and improving service delivery. Key Features and Capabilities: 1. Smart Document Management Centralizes legal, tax, and accounting documents with version control, OCR (optical character recognition), AI-based tagging, and secure cloud storage for easy access and organization. 2. Automated Billing & Invoicing Tracks billable hours, generates invoices, and integrates with payment systems—simplifying client billing and improving cash flow accuracy. 3. Compliance & Regulatory Monitoring Automatically tracks legal and financial regulations, deadlines, and updates—helping firms stay audit-ready and avoid costly penalties. 4. AI-Powered Legal and Financial Research Analyzes case files, tax laws, or financial regulations to deliver intelligent summaries and recommendations—saving time on legal and accounting research. 5. Audit Trail & Activity Logging Maintains detailed logs of user activities and document changes, ensuring transparency and accountability for internal and external audits. 6. Client Collaboration & Secure Portals Allows clients to securely upload documents, review contracts, and communicate with advisors via encrypted client portals. 7. Custom Workflows & Integrations Supports customizable workflows for litigation, tax filing, payroll, bookkeeping, or contract lifecycle management—integrating with tools like QuickBooks, Xero, DocuSign, and Microsoft Office. Book a demo or contact our team to learn how UpLegal JuriSync can help your practice reduce complexity, enhance compliance, and deliver faster results with AI.