CoreGPT AI for Outlook
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Shhapps Ltd. Liability Co.Price not published
Curo365
by PrenticeWorx llcMicrosoft 365Paid
Manage law-firm tasks, time, email, calendars, invoices, accounting, and reports within Microsoft Office and Outlook.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Curo365 combines task management, time tracking, email, calendaring, invoicing, accounting, and reporting for law firms. Tasks can connect instructions with billable time entries, while emails can be linked to relevant Curo365 records. Appointments synchronize with Exchange and appear in Outlook calendars, including Exchange group calendars for practice groups. The system records financial transactions, generates invoices and statements, and supports native and custom reports.
Key capabilities
from the Microsoft Marketplace listingTask management
Records firm instructions and associated actions with corresponding billable time entries.
Time tracking
Provides time tracking for billing within the practice management system.
Email tracking
Tracks emails and connects them to relevant Curo365 records through Exchange and Outlook integration.
Calendar synchronization
Synchronizes Curo365 appointments with Exchange and displays them on Outlook and Exchange group calendars.
Invoicing
Creates invoices for outstanding billings by designated time period and sends statements about amounts due.
Accounting records
Records deposits, payments, costs, billings, and transfers in Curo365.
Custom reporting
Uses Curo365 data to generate native or custom reports and charts.
Use cases
- Practice leaders can view attorney schedules through Exchange group calendars.
- Invoices can be sent as PDF email attachments or to a printer queue according to each customer's preference.
Who it's for
Curo365 is for law firms, attorneys, practice leaders, and employees handling firm finances.
In the catalog
30 plugins in Outlook · Finance
Price distribution: 9 paid, 21 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Product Vision The developers behind Curo365 interviewed numerous attorneys to better understand the technologies they are using and where those solutions fall short. What was found was that law firms generally utilize four primary technology components to manage their operations, these components include: (i) …»