Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
8am8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
-
LawmaticsEstablish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.
-
FilevineFilevine, powered by LOIS (Legal Operating Intelligence System), is an advanced AI-native platform designed to transform how legal teams manage their work. It provides a single source of truth by unifying data, documents, workflows, and team collaboration in one system. The platform enables legal professionals to perform tasks such as fact verification, deposition preparation, and case management with greater efficiency. LOIS leverages contextual intelligence to analyze the full scope of legal matters, delivering precise insights and recommendations. It includes features like document management, contract management, billing, time tracking, and analytics to support end-to-end legal operations. The system automates workflows and connects information across cases, reducing manual effort and improving consistency. Its agentic capabilities allow the platform to plan, act, and adapt to achieve specific legal outcomes. Filevine is designed to enhance visibility and decision-making across organizations. It supports both enterprise and government use cases with scalable infrastructure. By integrating intelligence into daily workflows, it improves productivity and operational efficiency. Ultimately, Filevine helps legal teams work smarter and deliver more effective results.
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
-
LegalEdgeLegalEdge is a purpose-built legal case management system for public sector legal professionals. It provides specialized products for prosecutor offices, public defenders, and government agencies handling legal matters. The platform centralizes case information, people records, and supporting documentation in one secure system. LegalEdge is entirely web-based, making it accessible on desktops, tablets, and smartphones without additional software. Built-in mobile support allows legal teams to stay productive in the field or while working remotely. Integration features connect LegalEdge with other justice and government systems to eliminate repetitive data entry. Agencies can choose turnkey installations or flexible service bundles based on their needs. The software has evolved over many years to reflect real-world legal workflows. LegalEdge emphasizes reliability, scalability, and long-term usability. It delivers enterprise-level functionality at a cost-conscious price point.
-
ROLLERAt ROLLER, we help leisure and attractions businesses unlock their full potential and grow with confidence. Trusted by more than 3,000 venues across 30+ countries—including leading brands like Sky Zone, Altitude, American Dream, Uptown Jungle, Flip Out, Oxygen, Innoflate, and Jumpsquare—we bring deep expertise in the unique needs of the attractions industry. From family entertainment centers and trampoline parks to water parks, zoos, aquariums, and children’s museums, ROLLER supports a wide range of venue types. Our all-in-one, cloud-based platform is designed to simplify operations and maximize revenue. With integrated tools for ticketing, point of sale, memberships, payments, and digital waivers, ROLLER enables operators to streamline workflows, improve the guest experience, and make smarter business decisions—all from a single system.
-
AestheticsProAestheticsPro is today's most comprehensive medical aesthetic software. HIPAA cloud compliant with integrated POS, targeted advertising, and results driven reporting paired with electronic charting and client portal with "book now" capabilities. AestheticsPro provides everything you need to run your medical spa business.
-
NaviPlanNaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
-
Level 6Level 6 offers an array of solutions, from versatile reloadable debit cards to tailored software, aimed at enhancing the efficiency and cost-effectiveness of your existing incentive initiatives. If you are in the process of creating a brand-new program, our low minimum requirements allow you to launch your vision with just a simple phone call. Explore how our cutting-edge technology and efficient systems can cut your management costs by 30% or even more. We understand that crafting and executing a successful incentive program can be quite difficult. Our entire staff has been selected from client-facing roles, ensuring that your priorities are always at the forefront of our efforts. Remarkably, we have never lost a client project to a competitor, which speaks volumes about our commitment to excellence. Discover the unique aspects that differentiate Level 6's service from others in the industry. Our incentive programs deliver results, and we are so assured of the measurable return on investment you will achieve that every Level 6 contract features generous exit clauses for our clients. Moreover, we provide a custom program website, comprehensive documentation collection, submission verification, and dedicated customer support via email and phone to ensure a seamless experience for you and your participants. Your success is our priority, and we’re here to support you every step of the way.
Description
In 2020, your firm adapted its operations to meet the evolving expectations of clients who desire a seamless experience akin to using their iPhone and a level of predictability comparable to their Netflix subscriptions. ClientRock provides your firm with the tools necessary to offer an exceptional client experience, ensuring they will continue to recommend your services for years to come. The intake process serves as your opportunity to create a positive first impression, and you should avoid complicating the beginning of this journey. By utilizing ClientRock, you can easily schedule appointments, gather client information, collect payment details, and secure signed fee agreements through a streamlined and customizable process. While scheduling consultations is important, what follows is equally crucial. With just a single click, ClientRock transforms these consultations into formal engagements, eliminating the need for you to spend time and energy following up with clients to finalize fee agreements, as the system will automatically send them reminders on your behalf. This ensures that you can focus on providing exceptional legal services without the worry of administrative follow-ups.
Description
DecisionVault facilitates the collection of client information and management of cases for law firms specializing in Trust & Estates. Clients engage with an online questionnaire accessible via mobile devices or laptops, where they can submit information about individuals and assets pertinent to their estate plans. They have the ability to modify details and upload necessary documents until the firm finalizes the matter for drafting purposes.
The law firm benefits from a centralized view of each case's contacts, assets, and responses, along with the capability to export a comprehensive asset overview into a formula-driven Excel sheet and prepare design sheets for meetings with attorneys. Integrations with various platforms such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allow for the synchronization of selected matter data, effectively minimizing the need for redundant data entry.
Staff members can oversee the progress of matters from the initial invitation stage to the signing phase, identify any missing information, and utilize automated reminders for timely follow-ups with clients, ensuring a smooth workflow throughout the process. This systematic approach not only enhances efficiency but also significantly improves client engagement and satisfaction.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Clio
Yes
8am LawPay
Yes
8am MyCase
No
Actionstep
No
Back Office Betties
Yes
Chat Agents
Yes
EstateWorks
No
Formstack Documents
No
GoHighLevel
No
Google Workspace
Yes
Integrations
Clio
Yes
8am LawPay
No
8am MyCase
Yes
Actionstep
Yes
Back Office Betties
No
Chat Agents
No
EstateWorks
Yes
Formstack Documents
Yes
GoHighLevel
Yes
Google Workspace
No
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ClientRock
Founded
2017
Country
United States
Website
clientrock.com
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
