Apricot Reviews & Pricing

Key Features

Apricot Essentials

• Case Management: Create, manage and track legal cases from start to finish. Assign cases to team members, set deadlines and reminders, and track progress through each stage. The centralized dashboard provides a quick overview of all active cases to provide detailed case information. 
• Intake and Referral Management: Capture intake information and referrals from multiple sources such as online forms, email or phone calls. Easily input and organize data to collect and log all necessary information for future reference. 
• Case Notes and Attachments: Keep track of progress, upload documents and maintain a complete case history. Create case notes for each case, add attachments like contracts and agreements and access them anytime from the centralized repository. 
• Outcomes Management: Access a range of customizable reports, including pre-built templates, ad-hoc and scheduled reports. Generate reports on KPIs such as the number of cases closed, time taken to resolve a case or the outcome of each case. 
• Client Management: Manage client information and keep track of all client interactions to quickly search and retrieve data. Create and store client profiles, including personal details and case-related information. Use tags or categories to segment clients based on specific criteria. 
• Relationship Tracking: Track client relationships with other individuals or organizations. For example, a legal team can link their client to family members, attorneys, court officials or other parties involved in their case to identify any relevant connections or dependencies that may impact the case. 
• Communication History: A centralized location helps track all client communications, including emails, phone calls, meetings and other interactions. Record each communication’s date, time and details, attach files or documents, and add notes or comments to avoid team miscommunication. 
• Reporting and Analytics: Generate custom reports and track KPIs such as revenue, customer satisfaction and employee productivity. Export reports in various formats like PDF, Excel and CSV to easily share and analyze data. 
• Standard Reports: Access a library of pre-built reports that cover a range of legal management functions, including time and billing, case management, and financial management. Get quick and easy access to critical data without extensive customization. 
• Ad Hoc Reporting: Build custom reports with drag-and-drop functionality, from tracking billable hours to monitoring client satisfaction. Design and modify reports without coding or technical skills using an intuitive interface. 
• Dashboards: Use interactive dashboards for a visual representation of key metrics, such as revenue, expenses and case status. Get a real-time view of the law firm's performance to make informed decisions. 

Apricot 360

• Workflow Automation: Streamline processes and automate repetitive tasks, reducing the need for manual intervention and minimizing errors. Save law firms time and resources and increase their efficiency. 
• Task Management: Use a centralized platform to manage tasks and set deadlines and priorities, making it easier to handle workload and stay organized. 
• Workflow Design: A drag-and-drop workflow design interface helps create and modify workflows. Design rules and conditions for workflow actions to execute processes consistently and accurately. 
• Notifications and Alerts: Set up alerts for due tasks, approaching deadlines and newly assigned tasks. Receive notifications via email, SMS or mobile app and stay connected on the go. 
• Financial Management: Track financial data and manage budgets. 
• Fund Accounting: Manage multiple funding sources and track expenses by program, grant or funding source. 
• Billing and Invoicing: Create and send invoices to clients or funding sources. 
• Compliance and Security: Ensure compliance with industry regulations, including HIPAA requirements. Protect sensitive data through data encryption and access controls. 

Apricot Core

• Customization: Create custom fields to capture, collect and analyze data. Build custom forms for data entry to streamline processes and reduce errors. 
• Custom Fields: Track information about customer preferences, product specifications or employee performance. Capture data in orders, inventory or customer profiles. 
• Custom Forms: Create forms with drag-and-drop elements such as text fields, radio buttons, and date pickers. Make custom forms for employee performance reviews or for collecting customer feedback. 
• Collaboration and Communication: Share files, notes and calendars with team members to improve communication and ensure everyone is on the same page. Partner portals allow partners to access data and collaborate on projects. 
• Partner Portals: View data, collaborate and grant access to inventory levels or customer information and set permissions to control what each partner can see and do. For example, a business might use the software to share sales data with distributors or to collaborate with suppliers on product development. 
• Email Integration: Integrate with popular email tools such as Gmail, Outlook or Thunderbird and keep everything in one place. Easily send and receive emails within the software without switching between different apps.
• Data Import and Export: Analyze data in one place and move it to and from spreadsheets, databases or other systems. Integrate with other apps using APIs and automate processes. 

Penelope

• Client Portal: Clients can access personal information and services, complete intake forms online, schedule appointments, and communicate with staff members securely. 
• Case and Service Management: Manage cases and track services provided to clients to maintain a complete case history with notes and documents. Analyze outcomes and evaluate program effectiveness. 
• Program Management and Evaluation: Create programs within the software and track their performance. Manage funding sources and track expenses to ensure programs are financially sustainable. 

ETO

• Staff Productivity and Utilization: Generate reminders and notifications for upcoming deadlines. Create custom workflows for common case types to handle cases and improve overall efficiency. 
• Real-time Reporting: Build real-time reports to track program performance using customizable dashboards and make informed decisions. 
• Client and Case Management: Create custom intake forms and track client referrals, client interactions and case progress to easily organize and access documents. Get document management and electronic case filing capabilities. 
• Customization and Integration: Integrate with other solutions like Microsoft Office and QuickBooks. Use a RESTful API for more advanced integrations. 
• Advanced Security: Meet HIPAA and GDPR compliance standards to protect user data. 

Limitations

•  Limited customization and reporting capabilities. 
•  The interface is outdated and difficult to navigate. 
•  Lacks advanced case management features. 
•  Performance and stability issues with large data sets. 
•  No built-in time tracking or billing features. 

Suite Support