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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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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Clerx
Clerx functions as an AI-driven virtual receptionist tailored specifically for service-oriented businesses that engage directly with clients. It efficiently handles incoming phone calls, qualifies the callers, gathers essential information, schedules appointments, and directs calls according to specific business protocols—all autonomously without the need for human intervention.
By utilizing Clerx, small to medium enterprises can significantly cut down on missed calls, lessen the burden of administrative tasks, and enhance lead conversion rates as it ensures that every caller receives professional attention around the clock. This intelligent receptionist is adept at comprehending natural language, posing appropriate follow-up inquiries, accommodating multilingual callers, and providing detailed call summaries and transcripts following each conversation.
Companies leverage Clerx to enhance the customer experience, minimize labor costs, and expand their operations without increasing their workforce. Its capabilities are particularly beneficial for businesses that rely on appointment scheduling and high-intent incoming inquiries, where the speed and reliability of response can substantially influence revenue outcomes. Furthermore, Clerx represents a forward-thinking solution that merges technology with customer service excellence, paving the way for a modernized approach to business communication.
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Alert Communications
We offer a tailored, bilingual call answering service that operates around the clock, every day of the year, featuring services such as message taking, call forwarding, customer support, appointment scheduling, and more. Our specialized answering service for law firms is adept at screening prospective clients according to your specifications, ensuring they are either qualified for your services or appropriately redirected. The legal intake professionals within our lawyer answering service manage leads from the very first interaction all the way to an e-signed agreement, seamlessly integrating this information into your CRM or case management system. Our solutions are designed to transform website visitors into viable cases while maintaining communication with clients on their terms. Additionally, we effectively respond to high volumes of leads generated from television, radio, and online advertising through our superior processes and solutions. With a live answering service staffed by skilled intake specialists in the legal sector, we promptly address all incoming and outgoing leads for your law practice, ensuring nothing slips through the cracks. This comprehensive approach allows law firms to enhance their client engagement and streamline their operations effectively.
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