Alternatives to Brief Accounting

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

TimeSolv is a web-based time tracking software that allows legal professionals to accurately bill their time. TimeSolv is an intuitive and easy-to-use platform that provides a variety of features to assist legal professionals in increasing their efficiency and profits. These include document management, time tracking, invoicing, reporting and expense tracking.

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices. Mycase.com offers a free trial with no credit card required.

AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.

ESILAW is part of Dye & Durham's suite of software solutions. It is trusted by thousands of law firms across Canada to manage their practice, billing, and accounting needs. Dye & Durham, Canada's top legal technology provider, builds and integrates solutions that maximize efficiency for law firms. ESILAW is an addition to a number of our solutions. It ensures that every dollar is accurately and quickly accounted for. Our software has the essential features law firms require to run their business efficiently. ESILAW can help you maximize your firm's productivity and profitability. It covers everything from time and disbursement entry to cost recovery and trust accounting. You don't have to worry about data integrity. ESILAW offers automated daily backups, disaster recovery and top-of the-line security measures at a Canadian data centre. Cloud-based technology allows for scaling software. You don't need IT or support personnel to run your business.

LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

PerfectLaw®, the most feature-rich legal software, uses one All-in-One®, database for all applications. This means that you only need to enter your data once, and it is instantly available to every application and everyone, subject to security restrictions. All-in-One®, software dramatically reduces the cost and effort involved in installation, training, support and maintenance. PerfectLaw® is a single vendor that offers a comprehensive range of products for law firms to use and learn. PerfectLaw®, runs on industry-standard Microsoft platforms with SQL Server and Exchange servers. You can be confident that our legal billing software and case management software are industry-recognized, trusted, and awarded with the highest standards. We are known for providing the best product and the best service. But don't believe us.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

CosmoLex and every lawyer understand that efficiency and compliance are essential to a law firm's survival. CosmoLex offers a fully integrated and simple-to-use practice management solution. CosmoLex is a single platform that allows users to track and manage billing, practice, and accounting.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Upgrade to the most powerful and feature-rich legal software to get your firm moving at a rapid pace. Integrate every legal Matter Management tool and workflow automation to capture and save all information related to a matter as it happens. Access all the information you need about your firm's achievements, performance, and activity in one place. You can increase efficiency with a fully integrated general and trust accounting system by simplifying it and spending it to improve your bottom line. Quickly and easily search the entire knowledge base of your law firm. You can filter, group, and pivot your search results around multiple points easily. Our customized client journey begins with our Needs Based Analysis. This allows us to get to know you and your legal practice in order for us to better understand how we can assist you.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

AdvantageLaw is your one-stop shop for all your business needs. AdvantageLaw has been providing innovative solutions to law firms since 1981. Founded by Silicon Valley software developers in California, AdvantageLaw was founded with our ABA-approved legal system. We have served hundreds of satisfied clients and continually improved the capabilities of our legal software products. We proudly continue to serve hundreds of law offices across the country. AdvantageLaw is a passion for what we do. Many of our customers have used AdvantageLaw for over two decades. See our affordable prices and see testimonials from satisfied customers. This product is a great choice for any law office. It would be a great product for any service company looking for an all-in one product.

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

You can build the high-performance law firm you have always envisioned. Law practices, no matter how big or small, have plenty of potential to grow. Now is the right time to take advantage of this opportunity. Amberlo's powerful Case Management Platform allows firms to scale faster, deliver the highest value for clients at low costs, and maximize profitability. Get started today on building your dream law practice. It only takes 10 minutes to get started. You can bill up to 20 hours per month per lawyer! All client work is accessible 24/7 in a secure cloud environment. You can bill wherever you are on your computer or mobile phone with centralized case management. Amberlo's active management of tasks and calendars allows you to reduce wasted time on non-billable tasks, so you can spend more time on billable activities. Smart file links, tags, and notes make it easy to find, process, and collaborate across large volumes of case material, no matter where you or any of your colleagues are located.

These workflows are easy to follow and can be used by law firms to help them know what to do. Integrations with leading software in legal technology will help you save time and money when running your law practice. Software specifically designed for attorneys to make it easy to manage all aspects of your law firm's accounting. Online banking and legal software integrations can help you avoid duplicate data entry. Transfer funds quickly and easily from trust account to operational account. Automated Three-Way Reconciliations to ensure compliance with the state bar for your trust account. Automatically maintains client ledgers while recording activity to your trust accounts. To ensure compliance with your state bar, there are built-in controls such as not bringing a client account into the negative. Three-Way Trust Reconciliations are automatically generated with every reconciliation.

Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.

Interbill's mission it to provide Attorneys with the most cost effective and simple ways to bill and get paid. There are many rate structures available, including those for each office, client, matter, and activity. Prebill editor allows you to quickly view and/or modify entries in context. Manual or automatic transfer of trust and retainer funds to pay statements. Evergreen Retainer to collect replenishment retainer amounts. Installment Billing. Monthly recurring charges and credits. Emailing integrated statements. History Statements Overdue Reminder Statements. Full financial reporting. Interbill has a lot of experience in billing security and confidentiality. Over 46 years, Interbill processed 2.7 billion transactions in attorney billing. There has never been a breach in the data security or confidentiality that we offer to our customers. Interbill is committed to providing the highest level data security and confidentiality for your client's billing data.

ProTempus is a cloudless and secure law office practice management solution that's designed for small and solo law firms. ProTempus is equipped with powerful technology that keeps data local and not on the cloud. This allows authorized staff to access important data through a shared database. This world-class, fully comprehensive system features quick time capture, enhanced contact and party management as well as precise billing and document management. It also includes AR, AP and GL accounting. It syncs with Outlook calendars and emails. You can enter billable time while you're away from the office using the Calendar sync. ProTempus offers a free 30 day trial and data imports from your existing software. This will ensure that ProTempus is a good fit in your office before you pay anything. There is no long-term contract. ProTempus can be stopped if your needs change or ProTempus is unable to meet them. This notice can be given within 30 days.

BHL Software develops and installs integrated legal practice management software systems on a single relational database that can be accessed via the internet, mobile devices, and tablets.

LAWS/Pro provides full practice management software that allows legal professionals to access their internal accounting records from any location. This includes time, billing, accounts receivables, calendar, check writing, general ledger, and more. LAWS/Pro has many features. Our main features include Calendaring and Time & Billing as well as Accounts Receivable, Disbursements and General Ledger. Trust Accounting is also included. LAWS/Pro also offers Document Storage, Equitracs Import, Cash Receipts and Management Reporting. Split billing, Calendar Event Templates, Goal based reporting, Goal based reporting, Split billing, Management Reporting and many other features. Here is a link to a list containing some of the reports available in LAWS/Pro. LAWS/Pro is often used to replace many other software products such as Calendaring, Time & Billing Accounting, Spreadsheet based systems and Timesheets. Our single product approach results in substantial cost savings. The entire LAWS/Pro system is linked to the information.

With a single financial management solution, you can build stronger business results for your firm. With the simplified financial management solution that more companies trust, you can manage billing, accounting, expenses and more. LexisNexis®, Juris®, time, billing, accounting, and financial management software can help you track and improve your business results. Over payables, receivables and trust accounting. Budgeting. Use Juris' analytical tools and on-demand performance information. Deep insight and sound decision-making will help firm leaders achieve better financial performance. Juris software provides the flexibility, timekeeping, billing, electronic-billing, and accounting options that law firms need. It also offers a strong audit trail and ease of use. You can capture more billable hours by customizing your time-entry workflow.

Legal Insight is a comprehensive software that addresses all aspects of billing, accounting, reporting, and other related issues. It is fully integrated and comes in modules that can be customized to meet individual needs of law firms. The Legal Insight Client/Server design combines server-based and desktop performance optimization. The three-tiered approach includes separate layers for presentation, business rules and data access. Open architecture relational databases are fully SQL-compliant. Data in Legal Insight can be accessed via ODBC by other applications. Time entry includes month at a glance, missing time, and aged WIP reporting. There are many billing options available, including on-demand, split financial liability, retainer billing, fixed fee-by period contracts, and user-definable cycles. You can easily create electronic invoices that can be sent to third-party bill auditors and directly to clients of law firms.

Legal Office is modular software that allows you to choose which features you would like to use. It includes all the features you need for your law firm, including case management, timesheets, quotes, accounting and billing, payments, expenses, invoices, billing, invoices, billing and payments, emails management, documents, calendars, tasks, contacts, website. Live Chat, blogs, CRM, Customer Portal. Collaboration, Video Conferencing. Human Resources. As your office grows, add new features.

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

Trust accounting, practice management, billing and practice management for law firms are all trusted by over 130,000 legal professionals around the world. PCLaw has been helping law firms manage matter information, collect client payments, pay vendors and manage trust accounts. It also allows them to track tasks, time, expenses, calendar appointments, and other details from one source. Time Matters is a flexible solution that automates redundant tasks and improves information sharing, collaboration, and workflow processes. This improves matter, client, and document management and increases your law firm’s operational efficiency.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

The leading provider of Time and Billing Software for Law Firms. This includes task-based billing, electronic billing and collections management.

Nota, a cloud-based platform that offers business banking solutions for solo and small law firm attorneys, was designed with attorney insight in mind. Nota offers 3-way reconciliation, check printing, tool integration with practice management, accounting, and payment systems. It is banking that maximizes efficiency. You can create categories to track income and expenses such as rent, court fees, and client payments. You can assign all money to a category and track it down to the penny. No need to use spreadsheets or ledgers for client balances. All money from and to your IOLTA account can now be assigned to clients and reconciled in real time, right down to the penny. To support reconciliation, you can use Nota's 3-way reconciliation report. You can also print checks directly from your IOLTA to your office/home printer.

Voice-enabled time recording makes it easy for lawyers to record their billables. Machine learning automatically reviews legal invoices and flags errors. Companion legal timekeeping app allows lawyers to access case information, record time, and invoice clients from their mobile devices. Bilr, a time-tracking and legal billing software, allows solo lawyers and law firms to record and bill their work and automate repeat tasks. Our machine learning component will analyze your invoices and flag errors for adjustment. This removes the stress of manual bill reviewing. Bilr will eliminate the need to spend hours reviewing your billing before it is submitted to clients. Bilr will automatically generate invoices and line items for associates.

Law firms and chambers that have been slow to adopt new technologies are unable to compete with providers who can provide legal services quickly, accurately, and cost-effectively. Our 20+ years of expertise in technology for legal practitioners means that our trusted solutions offer the benefits of Cloud security and agility, accuracy, 24/7 system accessibility, and fast communication channels. Traditional paper-based processes are losing their relevance. The way information is compiled and transferred, stored, and retrieved is changing to meet the requirements of the government's Digital Strategy and the General Data Protection Regulations (GDPR). The 24/7 economy has become a reality thanks to technology. This means that clients and potential clients have instant, secure, and mobile access to information. Multi-functional software applications that are not integrated can lead to duplication, errors, and non-compliance.

AccountAbly is an innovative SaaS application that automates the most difficult aspects of fiduciary accounts. It helps fiduciaries limit their liability for the performance of their duties when administering an estate, guardianship or trust. It reduces the costs of compiling vouchers, assembling data and presenting it to courts and beneficiaries. It will improve the efficiency of the Estate and Trust Legal System by facilitating the retrieval and presentation of vouchers when a legal question arises. The application will improve transparency and increase beneficiary trust in their fiduciary.

You don't have to be at your desk any longer. The TimesManager™, mobile app lets you keep all your data with you wherever you go. TimesManager™, a cloud-based software that is used by lawyers, adjusters, accountants and mediators, allows you to access all of your data from any device, including your tablet, smart phone, or computer. It also offers split billing, time and expense slips, documents, clients, projects, and assignments. TimesManager's™, quasi Customer Relationship Management tools, features such as data sync, speech recognition and time tracking allow for instant billing. The TimesManager™, mobile app, is available in the App store for iOS devices and Google Play on Android devices. You can create timed entry slips using your smartphone, tablet, or computer. TimesManager™ will allow you to accurately track your time.

BigHand PrebillManager (c) (formerly Steere), a prebill editor and viewer for attorneys, is designed to make prebill editing quick and easy. The viewer allows the billing department to see and update the information quickly. The tool can be customized to your existing prebill and has a high adoption rate among attorneys because it mimics the way they work on paper. Faster processing results in bills being sent out earlier and more cash coming in. You can handle more billing without increasing your staff. Prebills can be distributed to attorneys in less than an hour. Prebills can be reverted from attorneys to billers in minutes, with no more than a few edits. It replicates the same data on screen and embeds fields in each prebill, allowing the user to edit the prebill as if they were writing it on paper.

RTG Bills is a timekeeping and billing program for law firms that is simple to use. RTG Bills is designed for attorneys and can handle multiple rates, trust accountings, split bills, contingent fees late charges, taxes, many users, timekeepers, and more. Billing Made Easy is registered trademark of RTG Data Systems. RTG Data Systems trademarks include RTG Bills and RTG Timer. RTG Conflicts, RTG Names and RTG Names. Softfile is also available. The Amazing Portal Generator is a trademark of RTG Data Systems. All other trademarks belong to their respective owners. RTG Bills Online allows law firms to keep track of their time and bill them online. It's the ultimate in Billing Made Easy®. It's easy to use and offers full-featured legal billing. Zero software installation required. Compatible with all modern Web browsers. Secure Web site (https), protects your data while it travels over the Internet. Multiple users can work simultaneously from different locations. Low monthly fees - Starting at $15.95 per Month

Dingosoft Trust Accounting offers the only mainstream ERP trust accounting solution. It was developed with the Sage 300 Software Development Kit and is a fully integrated Sage 300 module that includes all standard ERP functionality. You can now use an ERP system that is mainstream and has trust accounting functionality. Dingosoft Trust Accounting, an Sage 300 ERP module, is designed to meet the needs of law firms, accounting firms, real estate agencies, and any other profession that has clients funds in escrow. Trust Accounting is a multi-currency, multi-user Trust Ledger that handles payments, transfers, receipts, and adjustments. Integration with Sage 300 ERP Bank Services allows for seamless reconciliation of trust bank accounts, including the importation of statements for automatic reconciliation.

TotalTrust is an accounting system that can be used by attorneys, accountants, fiduciaries and other professionals who provide services to estate, trust, or guardianship clients. It creates fiduciary reports visually using a common-sense approach and logical reasoning. TotalTrust's simple, intuitive design and affordable price make it a great choice for practitioners large and small. TotalTrust is available for free for 30 days. No obligations, no forms required. TotalTrust is a simple, comprehensive accounting software for Windows that allows for the creation of financial reports issued to fiduciaries for estates and trusts. Our standard system provides reporting for National Fiduciary Accounting Standards and Charges and Credits. State of Florida Capital Gains/Losses and other information. TotalTrust gives you greater flexibility in reporting. Use the custom reports feature to define your report. You can save report templates for future use.

Trust Accountant is secure, reliable, and fully-featured. It simplifies the accounting for estates and trusts, guardianships and investment portfolios. This comprehensive fiduciary accounting software is created by Delta Data. It includes cash sweep, pooled funds accounting, accrual accounts, dual authentication and encrypted sessions, tax code editing, tax report, asset gain or loss reports, security pricing and many other features.

Verdict time and billing software is available for single-user standalone systems as well as multiuser networked systems. Verdict is easy to use and customizable. It can be used by any practitioner, large or small, to meet your needs. Verdict makes it easy for you to record all your billable hours and generate timely, itemized billing statements. You also have the reports you need in order to manage your practice. Our original time-and-billing system was the first product on the market. It has a solid reputation for its easy-to-use functionality and documentation. It has been trusted by thousands of law firms to pay their bills on time. The system has been continuously improved to meet changing requirements of law offices since its inception.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

NOBL is the next generation of agency management systems. It focuses, unlike other systems on managing insurance trust accounts daily operations and premium financial solvency. NOBL takes advantage of the new trust ledger accounting technology and unique trust account outsource technology. NOBL offers P&C agencies maximum workflow optimization, and an unprecedented increase of operating efficiency. NOBL services work similarly to payroll services, where agencies provide the source documents. Paulmar, an outsourcing partner, manages the premiums and returns from the moment they are transacted to the time they have been fully disbursed. The system will be implemented with new accounts or renewals. This will not disrupt the agency's business. This unique technology is now available. NOBL will enhance performance and make independent P&C agencies more productive.

MomentumTRUST provides a dashboard that displays real-time portfolio snapshots for key account factors. This dashboard helps you plan strategically your day. The dashboard integrates with trading software and pulls pricing and transactions to give users real-time valuations for all customer accounts. Social network style allows users to leave notes on any entity and track them over time. MomentumTRUST's built in CRM+ makes it easy to track and connect prospects and households, grantors, grantors, grantors, and third-party relationships that are related to trust management. MomentumTRUST's portfolio analysis tools make it easy to review and respond quickly to client requests, whether you are at work or on the go. MomentumTRUST's cloud-based scanning and storage solutions allow your business to organize, file, and retrieve documents in a secure, in-system environment.

Timeslips allows you to capture billable hours, increase profitability and create professional invoices for your company. Sage Timeslips has been helping organizations deliver timely and accurate billing for over 30 years. It's now easier than ever to track your billable hours. Our time tracking software allows you to work seamlessly by using multiple time entry methods. Automately assign rates to certain tasks or employees. With a single click, you can generate detailed reports for all areas of your business. You can manage your team's productivity and ensure profitability by creating detailed reports for all areas of your business with over 100 predefined timeslips reports. You don't have to wait until you get back to your desk to record time and tasks, or even start a file for a new client. Sage Timeslips eCenter creates time slips online or on a mobile device in real time. Giving clients direct access to their accounts will help them serve you better.