eOptimize

eOptimize offers strategic planning solutions to help businesses remain competitive. Put simply, it is about cases, documents, time and billing for law firms.

Who is it for? Mostly solo practitioners to mid-size firms. Related areas on their profile: Consulting and Legal. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

eOptimize is based in Valencia, California and founded in 2002. You can read more at optimizeinc.net.

Our checklist for this category: trust accounting, document automation, and client portals. A short pilot with your real data tells you more than any demo.

If you have worked with eOptimize, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.