Top Clara Alternatives

Fidelity Investments

fidelity.com

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $3.3 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, and life insurance.

Clio

clio.com

Ranked #1, Clio is the leading legal practice management software with the most 5-star reviews and used by 150,000+ lawyers from mid-sized, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Learn more at www.clio.com

MyCase

mycase.com

MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location. Try a free trial (no credit card required) at mycase.com.

Carta

carta.com

Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.

Termly

termly.io

Termly is your all-in-one compliance solution for complex data privacy laws worldwide. Privacy policy generators, cookie consent, and more. Termly is a software company and leader in the data privacy space. Its team of privacy attorneys, engineers, and designers is committed to helping businesses stay on top of major global privacy laws like the GDPR, ePrivacy Directive, LGPD, CCPA, and more. Termly started by providing businesses a simple and easy way to comply with data compliance regulations through policy generation. Since then, it has grown to be an all-in-one solution by expanding its policy offerings and incorporating consent management for SMBs around the globe.

LawDistrict

lawdistrict.com

Your Online Legal Documents, Forms, and Contracts Create and download free customized legal documents in a matter of minutes with our trusted templates.

Legal Templates

legaltemplates.net

Create, Send and Store Legal Forms in One Place Our step-by-step document creator takes you through the whole process of ensuring that you’re going to generate a legally binding document. All you have to do is fill in the blanks and sign!

Lawyaw

lawyaw.com

Legal Document Automation & Cloud-Based Fillable Court Forms. Legal documents are the foundation of every law firm, so simplifying document assembly, filling court forms and securing e-signatures is impactful. Lawyaw’s tools are designed for solo, small and mid-size legal practices that need to work smarter instead of harder.

Clerky

clerky.com

How the Best Startups Get Legal Paperwork Done. Clerky is the only online legal service obsessed with helping startup founders get legal paperwork done safely. Get your legal paperwork done with confidence, so you can get back to building your startup.

Ledgy

ledgy.com

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change.

Legito

legito.com

Processes. People. Documents. No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams. 400k users globally use Legito to create, perform, collaborate and execute their work. One integrated no-code solution. Including LexisNexis, PriceWaterhouseCoopers, Skoda Auto, and Societe Generale Group. Try our 30 Day Free Trial or Request a demo. No credit card required. For more information, including pricing and product features, visit us at www.legito.com.

ReadyWhen

readywhen.com

If you follow the zeros, there is going to be a $68,000,000,000,000 transfer of wealth over the next two decades. Are you ready for it? Do you have the right technology in place to retain current and future clients? Whether you are a legal, financial, or insurance professional, collaborate with your clients by using ReadyWhen to help them create, manage, and proactively plan their Estate. With our professional portal, you will get unprecedented access to data, information and the Teams you are a part of. You work to protects your clients' future. Now give them a solution to help plan for it as well. Life's unpredictable. Be ReadyWhen.

TypeLaw

typelaw.com

Focus on crafting a brilliant argument and leave the drudgery of legal brief formatting to us. TypeLaw’s proprietary AI automatically formats your brief with local-rules compliant tables, hyperlinked citations, and more, before a human expert performs a final quality check to make sure it’s perfect. The result? A flawless brief that helps you put your best foot forward with the court and your client—exponentially faster. We’ve formatted 10,000+ briefs for 1000+ attorneys before all levels of court. Let TypeLaw relieve some of the stress when your next brief is due. Learn more at typelaw.com.

LollyLaw

lollylaw.com

LollyLaw is an award-winning legal practice management solution for immigration law or related areas. Since 2014, LollyLaw has been unparalleled in its ease of use and powerful tools to create, manage, and track cases. LollyLaw now comes stocked with fully customizable immigration workflows and immigration form sets from USCIS, DOJ, DOS, and the FBI. Each form can be filled out through the web in a live collaboration mode so that you can assist clients remotely. The software features include contact management, SMS messaging, calendaring, notifications, time tracking, task management, invoicing, document automation, form filling, cloud storage, branded client portal, online payments, and customizable case types and workflows. New features and enhancements are added each month. With LollyLaw and LollyForms, you can work with clients anywhere to quickly gather information from intakes, questionnaires, and online PDF forms. LollyForms lets you and your clients work in a live document where you can chat online and assist with form related questions.

Smokeball

smokeball.com

Since 2012, Smokeball has evolved into a global practice management powerhouse with smaller firms in mind across the US, UK, and Australia. With a commitment to transforming legal practices through innovation, Smokeball's all-in-one, seamless cloud-based platform empowers firms to enhance productivity, increase revenue, manage compliance, and deliver an exceptional client experience. Founded by passionate legal minds dedicated to making law life easier, Smokeball's hands-on approach and personalized support define its role as a trusted advisor in the legal tech industry. For more information, visit www.smokeball.com

NexLaw.AI

nexlaw.ai

NexLaw, an innovative legal AI company based in Sydney, Australia, is reshaping the landscape of legal practice with its comprehensive suite of AI-driven solutions. Our platform expertly handles diverse legal tasks, including research, case summarization, contract drafting, and responding to legal queries. Spanning a wide range of practice areas from commercial to criminal law, NexLaw caters to the needs of legal professionals not only in the US, UK, Australia, Canada, Malaysia, New Zealand, and Singapore but is also expanding its reach to other countries soon, setting a new standard in legal technology.

Attornaid

attornaid.com

Attornaid is an AI-integrated law practice management platform that streamlines essential legal operations. It offers features such as matter management, time and billing tracking, document management, and CRM capabilities to help lawyers and law firms run their businesses more efficiently. Attornaid's AI-powered tools and integrations aim to enhance productivity and provide a centralized solution for managing various aspects of a legal practice. At the core of Attornaid's capabilities is its robust matter management system, which consolidates contacts, expenses, time entries, events, and tasks into a single matter card. Users can effectively manage their matters and projects through intuitive timeline views and Gantt charts. The platform's time and billing functionalities allow for precise time tracking, seamless invoicing, and detailed reporting to optimize productivity and ensure accurate client billing. Attornaid's activity tracking module provides a centralized hub for managing time entries, events, tasks, and billing, empowering users to effortlessly follow their calendars, set events, create tasks, and track their time with a simple click. The platform's reporting and dashboard features offer valuable insights into various aspects of the user's operations, clients, and matters, enabling data-driven decision-making. Attornaid's CRM capabilities facilitate the building of long-term, mutually beneficial relationships with clients, while the document management system provides secure, cloud-based storage and access to documents, even when working remotely.

Paxton AI

paxton.ai

Paxton AI is an all-in-one platform that utilizes advanced generative AI to revolutionize regulatory compliance for financial services. The tool offers a comprehensive solution that empowers Chief Compliance Officers and their teams to stay ahead in a constantly evolving landscape by providing continuous monitoring and analysis of regulatory updates. It also optimizes the compliance process with customized compliance checklists designed specifically for the organization. One of the key features of Paxton AI is its advanced generative AI capability that enables users to query their organization's internal policies and procedures. The tool uses cutting-edge AI technology to automatically audit phone transcripts, emails, marketing materials, and other communications. This offers intelligent risk assessment and helps organizations to make informed decisions and minimize risk exposure. Paxton AI provides real-time regulatory intelligence and ensures compliance with the latest regulations. Testimonials from organizations that have used Paxton AI attest to its effectiveness in transforming the decision-making process, streamlining processes, and providing audit capabilities that help organizations navigate the complex world of regulatory compliance with ease. Overall, Paxton AI is an innovative tool that offers practical solutions for organizations to ensure they comply with regulations and minimize risk exposure. The tool leverages advanced generative AI technology to offer users an all-in-one platform that helps organizations navigate the complexities of regulatory compliance with confidence.

Ownr

ownr.co

Start, manage, and grow your business with Ownr’s all-in-one platform for business formation and legal documents. Register or incorporate in minutes.

Quoroom

quoroom.com

Quoroom is an investment management platform for angel syndicates, VC funds and founders. Investment managers and founders use Quoroom to manage investor relations, investor onboarding, legal singing, compliance and exit distributions while saving thousands in software and legal fees annually. For Syndicates / Funds: Investor CRM, Data room, LPs onboarding, KYC/AML, Regulatory Framework, SPVs, Legal document and E-Signing, LPs registers, Capital Statements, Secondary transfers, Distributions (Private equity and debt)

LegalNOW AI

legalnowai.com

LegalNow is your AI-powered legal assistant that simplifies contract draft, review, and management, providing small businesses with accessible, user-friendly, and cost-effective legal support for all your contract needs. Start for free.

RunSensible

runsensible.com

RunSensible is a cloud-based solution that simplifies legal management operations for attorneys in small to medium-sized law firms. It offers comprehensive features, including time tracking, accounting tools, case management, contact management, and an integrated business phone system. RunSensible is accessible on desktop and mobile devices, including iOS and Android. It offers dedicated mobile applications to its users, making coordinating calendars seamless and fostering collaboration with clients and colleagues. RunSensible also allows for electronic bill payments and notifications. The platform further offers customizable document templates, contact management tools, disbursement tracking, document storage, and a native accounting module to streamline legal practice processes. RunSensible operates on a monthly billing cycle and provides its services to legal professionals seeking a comprehensive, user-friendly solution for their practice management needs.

Cyndx

cyndx.com

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to inge

Pulley

pulley.com

Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity. Equity is your company’s most important asset. Make smarter decisions about your ownership — before they get recorded on the cap table. - Fundraise smarter: Use our fundraise modeler to model out dilution and compare different scenarios. Model and record complex terms, including anti-dilution and MFNs. - Keep your team informed and motivated: Give your team a more transparent equity experience with an employee dashboard that breaks down vesting and taxes. Use our offer letter generator to explain the value of equity to candidates. - Stay compliant: Get a 409A valuation in less than 1 week. Automatically generate tax forms in the platform, including Form 3921 and completed 83(b) elections for employees. - Reconcile transactions automatically: Put your cap table to work, so you can get back to what matters most. Pulley supports end-to-end workflows and integrates with your HRIS platform, so updating your cap table is more seamless than ever. Join the 3000+ companies scaling with Pulley. Onboard in less than 5 days. Get support in minutes. Learn more at https://pulley.com.

Salto X

saltox.co

Salto X is an easy-to-use cap table management platform for growing teams. It offers effortless onboarding, a user-friendly interface, and a scalable design that makes managing equity simpler and more efficient than ever.

Palico

palico.com

Palico offers an end-to-end solution for buying and selling small private fund positions. This purpose-built secondary marketplace connects investors to a global network of buyers and sellers, and simplifies the entire transaction process—from listing to closing. Deals happen faster, more securely, and with minimal fees.

Fundwave

fundwave.com

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact funds 6. Family offices 7. Real estate funds Key features of Fundwave include: 1. Fund Administration: Automates complex allocations, fund accounting, and investor reporting. This includes generating capital notices, NAV statements, and custom financial reports. 2. Portfolio Management: Tracks portfolio performance with real-time analytics, IRR and MOIC calculations, cap tables, and KPI collection. 3. Investor Relations: Offers secure investor portals for sharing reports, capital calls, and other key documents, enhancing transparency and communication with investors. 4. Deal Pipeline Management: Organizes and tracks deal flow, helping fund managers focus on high-potential investment opportunities.

Fairmint

fairmint.com

Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks and get back to building your business.

Easop

easop.com

Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 65 countries and is expanding quickly. Book a demo of Easop’s platform and offer worldwide equity incentives in minutes at a fraction of the cost.

Optio

optioincentives.com

Established in 2018, Optio Incentives combines software and deep expertise to manage equity compensation plans for companies of all sizes. Today, the company manages over 1,000 equity programs worldwide for private and publicly listed clients. Optio’s unique capability to support businesses at every stage, from initial development to the public market, sets the business apart from other providers. Optio simplifies complexities associated with employee incentive programs, enabling companies to stay compliant, manage equity, report costs effectively, and maximize the programs benefits. Optio is a SaaS company that provides software and support for optimization of all processes related to your equity compensation. We believe in fusing technology with the power of equity compensation to enhance our clients' business model. Through our experiences with assisting companies structure the optimal incentive scheme, maximizing the perceived value amongst employees and participants, we see that equity compensation drives entrepreneurship and increase focus on value creation.