ShareDo

ShareDo (sharedo.com) is a company that provides an adaptive case and matter management platform primarily for large law firms and the legal industry. Their platform offers automation, workflow orchestration, document management, collaboration tools, reporting, and analytics to help law firms manage legal cases and matters more efficiently. ShareDo does offer AI-powered features. These include integration with Microsoft's AI and cloud technologies, as well as AI-driven use cases such as intelligent workflow, predictive analytics, and dynamic task management. The target audience for ShareDo's AI products is large law firms and legal service providers seeking to modernize and automate their case and matter management processes.

Sharedo is a work and case management platform designed for large law firms, offering a wide range of features to optimize legal processes and improve efficiency. Key features and functions include: - Work Management: Tools for managing tasks, allocating work, and streamlining daily activities. - Work Collaboration: Facilitates team collaboration within legal departments. - Email Management: Centralizes and organizes email communications. - Document Management & Production: Integrates with leading DMS tools (NetDocuments, iManage, SharePoint) for seamless document handling and automated document creation. - No-code Workflow Automation: Drag-and-drop workflow builder to automate processes without coding. - Business Intelligence: Real-time analytics and AI-driven insights for better decision-making. - Data-load & Migration: Tools for importing and migrating data efficiently. - Personas & Client Portals: Customizable portals for clients and external parties, with tailored views and secure access. - Work-type Modeller: Inheritance-based model for managing complex, multi-variable legal work types. - Financial Management: Tools for tracking and managing financials within cases. - Application Integration: Over 40 pre-built integrations and 400+ REST API endpoints for connecting with other legal tech tools. - Automatic Time Recording: Captures billable hours automatically to maximize revenue. - Solution Accelerators: Pre-made modules for rapid deployment tailored to specific legal work types. - Security and Compliance: ISO certifications and robust security features. These features help law firms manage more cases with the same resources, improve profitability, and deliver a better client experience, all within a unified, cloud-based platform.

Sharedo supports a wide range of legal practice areas, with specific solution accelerators for: - Litigation (Defendant and Claimant, including RTA, Professional Negligence, EL/PL, Medical Negligence, Property Damage, mass claims, ADR protocols) - Real Estate (Commercial Asset Management, Residential workflows, Acquisitions, Disposals, Leases, Licences, Surrenders, Wayleaves) - Commercial (Contract negotiations, due diligence, project management, finance, contract creation/management) - Debt Recovery (Business and consumer debt, pre-action, litigation, settlement, enforcement, payment plans) - Family Law (Court of Protection, Non-Molestation Orders, Occupation Orders, Financial Applications, pre/post-nuptials, child arrangements, divorce) Key features and functions include: - Work management and collaboration - Email and document management/production - Business intelligence and reporting - Data migration and integration - Workflow automation with a visual builder - Financial management - Persona-driven client portals - Highly customizable and extensible platform - Out-of-the-box solution accelerators for over 90 legal work types - Integration with third-party services (e.g., claims portals, InfoTrack) - No-code configuration and rapid deployment - Inheritance-based permissions and settings framework All solution accelerators are included in the subscription and can be tailored to each firm's needs.

Sharedo is compliant with ISO 27001, SOC 1, and SOC 2 standards, as stated on their security page. There is no mention of HIPAA or CCPA compliance. GDPR is not explicitly mentioned, but as their data center is in the UK and they serve European clients, GDPR compliance is likely, though not directly stated. For confirmed certifications: ISO 27001, SOC 1, and SOC 2 are covered.

Sharedo explicitly states the following about data handling: - Data is always isolated and hosted in a dedicated, customer-specific database instance. - "BYOK" (Bring Your Own Key) is available as a SaaS option, allowing customers to manage their own encryption keys. - Supports hybrid on-premise/cloud deployments and multiple document management system configurations for stringent security requirements. - Hosted on Microsoft Azure with geo-redundant servers; European data is hosted in the UK and compliant with ISO 27001, ISAE 3402, SOC1, and SOC2. - Continuous real-time database replication and backup. - Security barriers and access controls are available for information security and privacy. - All user changes and access are audited and reportable. - The privacy policy states data is kept only as long as necessary and can be deleted upon request. - No explicit mention found of "No data retention," "Client data not used for training," or "Private cloud" as a standard offering, but customer-managed encryption keys and on-prem/hybrid deployment are supported.