Mitratech

Mitratech Holdings, Inc. is a provider of web-based enterprise legal management solutions tailored for corporate legal departments. Established in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that include matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Its product lineup features TeamConnect for large legal departments, eCounsel for mid-sized teams, Lawtrac for matter management, and LawManager for government agencies, among others. Mitratech's solutions are designed to enhance efficiency, reduce costs, and mitigate risks by promoting collaboration and visibility within organizations. The company also offers implementation, managed hosting, and training services to support its clients. Serving legal professionals, including general counsel and compliance officers, Mitratech has a global presence with additional offices in locations such as San Francisco, Burnham, Hyderabad, and Melbourne.

Samuel Monti

CFO and COO

24 past transactions

Preparis

Acquisition in 2024
Preparis, Inc. operates a cloud-based platform focused on emergency notification and business continuity planning, enabling organizations to mitigate risks and ensure the safety of their workforce. The company offers a comprehensive range of services, including business continuity services such as incident management planning, business impact analysis, and IT disaster recovery support. Preparis also provides safety services, which encompass emergency action planning and fire prevention training. Additionally, the company offers cybersecurity services that include cyber incident response planning and vulnerability assessments. Preparis equips businesses with analytical tools to evaluate their preparedness and features an emergency text messaging system for employee alerts. Founded in 2003 and based in Atlanta, Georgia, Preparis was previously known as Go2Gear, Inc. and became a subsidiary of Agility Recovery Solutions, Inc. in 2019.

Prevalent

Acquisition in 2024
Prevalent, Inc. specializes in third-party risk management software and services designed to help organizations mitigate security and compliance risks associated with vendors and suppliers throughout the third-party lifecycle. Founded in 2004 and headquartered in Phoenix, Arizona, Prevalent offers a range of solutions, including Vendor Risk Manager, which assesses vendor risk based on their significance to the organization, and Vendor Threat Monitor, which tracks various risk areas such as data and operational risks. The company also provides a Policy Portal for governance management and a Legal Vendor Network aimed at law firms for monitoring third-party security risks. Prevalent's offerings include compliance services tailored to meet global regulatory requirements, as well as professional services like vulnerability assessments and incident management. Additionally, the firm operates networks specific to sectors like healthcare, ensuring robust security and privacy measures are in place. With offices in multiple locations, including the U.S. and the U.K., Prevalent operates as a subsidiary of iMedX, Inc.

Syntrio

Acquisition in 2024
Syntrio is a leading provider of governance, risk, compliance, and human resource solutions, serving over 6,500 organizations globally. The company specializes in delivering a comprehensive suite of services, including an ethics reporting hotline and a case management system. Additionally, Syntrio offers an extensive e-learning platform featuring seven training libraries that cover critical areas such as employment law and harassment, ethics and compliance, diversity and inclusion, health and safety, business skills, cybersecurity, and hotline learning. By equipping organizations with these resources, Syntrio aims to foster a safer and more ethical workplace environment.

Mineral

Acquisition in 2024
Mineral is a company that specializes in human resources solutions, combining data, technology, and expert insights to assist organizations with HR compliance and best practices. By leveraging both technological tools and human expertise, Mineral delivers tailored advice to help businesses navigate the complexities of human resource management effectively. The company's services aim to empower organizations by enhancing their HR capabilities and ensuring adherence to regulatory requirements.

Circa

Acquisition in 2023
Circa is a SaaS-based workforce development company that originated in 1994 as LocalJobNetwork, a network of job recruiting sites serving all 50 states. Over the years, Circa has adapted its solutions to meet the evolving needs of businesses and the changing workforce landscape. The company specializes in providing technology solutions that address diversity recruiting and compliance challenges for a range of innovative organizations. Circa emphasizes the importance of workforce diversity, viewing it as a strategic advantage that can drive innovation and leadership. Their offerings include compliance management tools and recruiting technologies designed to ensure a fair and equitable process for attracting qualified candidates, ultimately helping organizations build high-performing, diverse teams.

Trakstar

Acquisition in 2023
Trakstar is a developer of a talent management platform that offers a suite of solutions designed to enhance the hiring and performance management processes for organizations. The platform includes features such as applicant tracking, performance management, learning management, and analytics. Its applicant tracking system simplifies the hiring process, allowing HR departments to screen and interview candidates effectively, enabling faster and more informed hiring decisions. Additionally, Trakstar's performance management software helps organizations streamline their performance management strategies by tracking employee performance, managing feedback, and facilitating goal setting and reviews. Overall, Trakstar's tools are aimed at helping companies attract, retain, and engage top talent, while providing valuable insights for HR leaders.

TalentReef

Acquisition in 2022
TalentReef Inc. is a leading provider of social recruiting and talent management solutions tailored for the hourly workforce, serving various industries including restaurants, retail, and hospitality. Founded in 1997 and based in Denver, Colorado, the company offers a comprehensive platform that streamlines the processes of finding, hiring, training, and managing employees. Its key products include talentReef Social Recruiting, which helps engage potential hourly workers; an Applicant Tracking System that simplifies applications; and onboarding solutions that digitize compliance processes. Additionally, talentReef provides training and development tools, performance management features, and analytics for informed decision-making. With over 55,000 sites contracted, the platform supports well-known brands such as Five Guys, Jack in the Box, and Applebee's, enhancing their operational efficiency and workforce management capabilities.

AssureHire

Acquisition in 2022
AssureHire is a software company focusing on background screening solution designed to help ease the challenges of the HR industry.

Quovant

Acquisition in 2022
Quovant, formerly known as lbgloballaw, specializes in legal spend and matter management technology tailored for corporate legal departments, claims, and risk management teams. The company has developed an intuitive software platform that combines advanced data analytics with user-friendly functionality, allowing organizations to optimize their legal operations at a competitive cost. Quovant's solutions are highly configurable, enabling clients to customize the software to suit their specific needs, whether they are large enterprises or smaller firms. In addition to matter and invoice management, Quovant offers services such as legal spend analysis, compliance review, and business intelligence, which help clients reduce legal expenses through actionable insights. By focusing on the unique requirements of each client, Quovant aims to provide a personalized experience that enhances engagement and visibility within legal and risk management functions.

Alyne

Acquisition in 2021
Alyne GmbH, founded in 2015 and based in Munich, Germany, specializes in providing security, governance, and risk management solutions to organizations across various industries. The company offers a comprehensive IT-driven platform that assists businesses in establishing common rules, assessing compliance, and identifying associated risks. Its product suite includes an extensive content library, real-time dashboards, pre-defined control sets, and templates for internal and external assessments. Alyne's platform enables organizations to enhance their cybersecurity and risk management capabilities while ensuring adherence to legal and regulatory requirements. By delivering detailed reports and risk modeling through advanced analytics, Alyne facilitates transparency and compliance with industry standards, thereby helping clients measure and improve their cybersecurity maturity.

Contract Room

Acquisition in 2021
ContractRoom is an AI-powered contract lifecycle management platform designed to enhance the efficiency of negotiation and contracting processes across various business functions, including sales, procurement, legal, and finance. The platform provides an end-to-end solution that automates workflow, offers deep contract insights, and facilitates informed decision-making, enabling negotiation teams to close agreements significantly faster. With over 25,000 users managing more than 250,000 contracts, ContractRoom serves a diverse clientele, including numerous Fortune 500 companies. By integrating and streamlining fragmented processes, it replaces siloed solutions such as e-signature and contract repositories, thus improving productivity and reducing costs. The platform also connects data flows from customer relationship management systems to enterprise resource planning systems, making it a comprehensive tool for organizations aiming to enhance their contracting efficiency and accuracy.

AdvanceLaw

Acquisition in 2021
AdvanceLaw is a unique marketplace through which 300 of the most innovative corporate general counsels (GC) create and manage more effective law firm panels by sharing law firm performance information within the AdvanceLaw GC network. This creates superior outcomes for the general counsels and offers above-market revenue growth opportunities to the top-performing law firms.

INSZoom

Acquisition in 2020
INSZoom is a provider of software solutions designed to streamline immigration and compliance processes for law firms and corporations. Established in November 1999 by Umesh Vaidyamath and headquartered in San Ramon, California, the company operates in the United States, the U.K., Canada, and Australia. INSZoom offers a comprehensive suite of services that includes immigration forms, case management, billing and payments, e-filing, and system integration, aimed at improving efficiency and productivity for its clients. The software also features tools for stakeholder relationship management and provides alerts for important dates and milestones. Additionally, INSZoom conducts educational events to help users maximize the benefits of its offerings.

Acuity Management Solutions

Acquisition in 2020
Acuity Management Solutions is a software-as-a-service provider of legal e-billing, matter management, analytics and collaboration technology. From basic tracking of legal cases and claims through advanced automation of billing rules and all points in between, Acuity ELM serves as the data hub and communication conduit that reduces error, eliminates redundancy and provides the intelligence required to answer the strategic questions that keep Chief Legal Officers and General Counsel up at night.Acuity ELM delivers intuitive, affordable enterprise legal management software and exceptional client service to legal teams of all sizes – with an eye toward fostering industry-wide efficiency and advancing the integrity of the ELM landscape as a whole.

Tracker Corp

Acquisition in 2020
Tracker Corp is a leading provider of software solutions focused on Form I-9 compliance, E-Verify, and immigration management. The company caters primarily to HR managers and legal teams, offering tools that ensure complete compliance with federal regulations. Tracker Corp's solutions are designed to streamline the I-9 process, allowing employers to efficiently manage time-sensitive requirements while maintaining a flawless record with federal agencies. By prioritizing reliability and visibility in compliance processes, Tracker Corp helps organizations navigate complex immigration regulations with confidence.

CMPG

Acquisition in 2020
CMPG, LLC is a consulting firm that specializes in developing software solutions tailored for the financial services, healthcare, and insurance sectors. Founded in 1998 and headquartered in Blue Ash, Ohio, the company has established itself as a key player in providing analytics, modeling, planning, acquisition, integration, and risk management services. CMPG employs advanced benchmarking and expert sourcing techniques to assist clients across various industries, including banking, mortgage, utilities, and technology, in achieving their strategic objectives. As of June 2020, CMPG operates as a subsidiary of Mitratech Holdings, Inc.

ClusterSeven

Acquisition in 2020
ClusterSeven Ltd. provides enterprise-wide spreadsheet and data management software to financial institutions and financial reporting divisions. The company offers ClusterSeven Enterprise Spreadsheet Manager that watches business-critical operational spreadsheets; and ClusterSeven Access Database Manager that watches Microsoft access databases. Its products are used to monitor and track spreadsheets and databases to enable users to manage governance, risk, and regulatory compliance obligations. The company serves its clients in capital markets, retail banking, asset management, hedge fund, insurance, energy, and pharmaceutical sectors, as well as audit firms. ClusterSeven Ltd. was founded in 2003 and is headquartered in London, the United Kingdom with an additional office in New York.

ThinkSmart

Acquisition in 2018
ThinkSmart LLC, founded in 2013 and based in San Francisco, specializes in developing digital transaction management (DTM) software and a cloud-based workflow automation platform known as the ThinkSmart Automation Platform (TAP). TAP is designed to enable government and enterprise clients to digitize and automate mundane business processes, facilitating a more efficient workflow. The platform features an intuitive drag-and-drop interface that allows for seamless integration with existing systems, ensuring scalability and customization to meet specific operational needs. By providing a centralized and secure environment for managing end-to-end workflows, ThinkSmart's solutions aim to reduce human errors, cut costs, and enhance overall operational efficiency. As a subsidiary of Mitratech Holdings, Inc., ThinkSmart continues to focus on delivering immediate returns on investment for its clients.

Hitec

Acquisition in 2016
For more than 20 years Hitec Laboratories has been helping customers in the Financial, Commercial and Public/Government Sectors to address some of their most pressing business and operational challenges. Hitec solutions span Enterprise Content Management (ECM) and Governance Risk & Compliance (GRC), enabling enterprises across the world to reduce costs, increase efficiencies, ensure compliance and protect against risk. DataStoreDSX, our Enterprise Content Management and delivery solution, is at the forefront of the rapidly evolving ECM marketplace, while many organisations rely heavily on PolicyHub to help them communicate and manage their key policies and procedures which enable them to comply with increasing regulation. Good risk management goes hand in hand with this, OpRiskControl is relied upon by many organisations as part of their Governance, Risk and Compliance management objectives, often in conjunction with PolicyHub as a joined up GRC solution. Our solutions are designed to enhance business effectiveness and drive organisational efficiencies that all organisations require in this highly competitive and tough economic environment. As regulatory frameworks and professional standards are tightened the emphasis on good corporate governance increases, excellent management of key business data as well as Governance, Risk and Compliance management are vital. That’s where Hitec solutions excel.

CMO Software

Acquisition in 2016
CMO Software is a London-based developer of risk and compliance software, specializing in integrated technology solutions for governance, risk, and compliance (GRC) management. Originally established as a bespoke software development firm, CMO identified the need for a configurable software solution that could adapt to different organizational GRC processes. This led to the creation of a versatile GRC software platform that features a wide range of built-in capabilities, designed to meet both client needs and industry regulations. CMO's focus on configuration rather than customization allows clients to easily adjust their solutions as their GRC requirements evolve. The company's commitment to delivering rapid deployment enables clients to implement the software in six weeks or less, a timeline that sets CMO apart from its competitors.

Viewabill

Acquisition in 2016
Viewabill is a web-based platform that enables real-time access to time entries and actionable transparency into hourly billing practices. Launched in 2012 by co-founders Robbie Friedman, esq., David Schottenstein and Alan Dershowitz, esq., Viewabill seamlessly integrates with time and billing softwares to enable clients to access real-time accruals and costs. Clients can avoid the sticker shock that accompanies hourly billing, prioritize spending in real time and eliminate wasteful spending. Viewabill offers service providers a way to show the value of their work to clients during a billing cycle and ensure client satisfaction. By identifying potential problems during the billing cycle, both client and service provider are able to make necessary adjustments and avoid disputed invoices.

CaseTrack

Acquisition in 2015
Casetrack includes transcripts from the Court of Appeal Civil and Criminal Divisions, the Administrative and Divisional Courts, the Chancery Division, the Queens Bench Division, the Admiralty Court, the Mercantile Court and the Technology and Construction Court. Further there are searchable links to the House of Lords, Privy Council, the new Supreme Court and the Scottish Courts.

Bridgeway Software

Acquisition in 2015
Bridgeway Software, Inc. specializes in providing comprehensive legal management solutions tailored for legal departments. Established in 1989 and headquartered in Bellaire, Texas, with additional offices in Philadelphia and Toronto, the company focuses on legal spend and matter management, corporate governance, and e-Discovery applications. Its product offerings include eCounsel, which assists corporate legal departments in managing matter-related information, and LawManager, designed for government agencies to customize matter management systems. Bridgeway Software also provides e-billing and legal spend management tools, such as Smart Invoice and Corridor, facilitating electronic invoice submissions from legal vendors. Additionally, the company offers various corporate governance products, including Bridgeway Secretariat for managing entity information and automating governance tasks. Bridgeway Software serves a diverse range of industries, including banking, insurance, financial services, and telecommunications. As of July 2015, it operates as a subsidiary of Mitratech Holdings, Inc.

LT Online

Acquisition in 2014
LT Online Corporation specializes in providing legal management software solutions tailored for corporate in-house legal departments. Founded in 1984 and based in East Meadow, New York, the company offers its primary product, LAWTRAC Online, which facilitates the management of legal matters, expenses, documents, and records through a single web-based application. In addition to matter management and e-billing, LT Online's offerings include document and records management, contract management, legal hold management, and native reporting, all designed to streamline legal operations. The company operates as a subsidiary of Mitratech Holdings, Inc., having changed its name from Lawtrac in 2001.
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