8am
8am 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.
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Canopy
Canopy, 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.
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Moneypenny
Moneypenny is a leading provider of outsourced phone answering and customer service solutions. Offering round-the-clock call management, live chat, and omnichannel support, Moneypenny serves businesses of all sizes with customized plans. The service includes the innovative AI Receptionist, which uses generative AI to handle customer calls with a warm, conversational tone, understanding verbal cues and intents. Calls can be transferred to real human receptionists for more complex queries, ensuring a seamless experience. Whether you need call transfers, message taking, CRM integration, or bilingual receptionists, Moneypenny ensures seamless customer communication, empowering businesses to focus on growth and customer satisfaction without missing a call.
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LawyerLine
Recognizing the distinct nature of every firm, LawyerLine offers tailored plans that cater to your specific needs and preferences. You can select the features that resonate with you, and together we will devise the ideal solution for your practice. Our live receptionists are trained to implement top-notch call handling techniques, ensuring that every call is met with a warm and personalized greeting, as well as custom voicemail options. Not only do we handle incoming calls, but we also facilitate the transfer of important calls directly to your line. With more than eight years of experience as legal intake specialists, LawyerLine has honed the client intake process to deliver superior case inquiries that you can customize, providing you with crucial information to advance your cases effectively. LawyerLine transcends the role of a mere answering service; we ensure that each attorney receives a personal call summary, daily call recap, and comprehensive monthly report, keeping every law firm well-informed and organized. Additionally, we significantly reduce the number of hours spent on administrative tasks for our most active clients each year, thereby enhancing the client conversion rates for smaller firms. Ultimately, our commitment to personalized service and efficiency empowers legal professionals to focus more on their practice and less on logistics.
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