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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August
August serves as a comprehensive legal AI workspace aimed at assisting law firms in automating essential workflows and enhancing operational efficiency by consolidating drafting, review, collaboration, and business processes into one cohesive platform. This innovative solution empowers attorneys to draft, review, redline, and oversee documents with the aid of AI that is specifically customized to match each firm's existing precedents, templates, and stylistic preferences, thereby ensuring that all outputs conform to recognized legal standards. Among its features is a tabular document review tool that efficiently extracts and compares critical data from extensive file volumes, along with AI-driven clause drafting capabilities that enable users to adjust and enhance contracts directly within common software like Microsoft Word. Furthermore, it boasts an intelligent assistant that can respond to inquiries across documents, summarize information while providing references, and create communication materials suitable for clients, significantly minimizing the time lawyers dedicate to research and initial reviews. By integrating these functionalities, August not only streamlines workflows but also enhances the overall productivity of legal teams.
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Tempello
Tempello is a cutting-edge productivity platform driven by AI, specifically crafted to streamline email-based time tracking for law firms, and it integrates effortlessly with platforms like Clio, Microsoft 365, and Google Workspace. By automatically identifying client emails, associating them with the appropriate matter, archiving the email content in Clio, and creating time entries based on the firm's standard billing increment, Tempello removes the burden of manual logging, thus providing precise and efficient billing while maintaining workflow continuity. This innovative automation enables firms to reclaim previously unrecorded billable hours, with many reporting an increase of 3–5 additional billable hours per attorney each week. Offering a straightforward flat-rate pricing of $0.39 for each matched email, Tempello ensures predictable expenses while maintaining enterprise-grade encryption to meet the stringent compliance requirements of the legal sector. Since its introduction in 2024, Tempello has successfully processed over 2.3 million legal emails, resulting in substantial overhead savings for firms, which can then be redirected toward enhancing client service and operational efficiency. The platform not only boosts productivity but also empowers firms to focus on their core legal work with confidence.
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