Elation Health is the leading platform for primary care, empowering 32,000 clinicians to deliver personalized care to over 16 million patients. With a clinical-first EHR, integrated billing, and AI-powered tools, Elation simplifies care workflows to help independent practices thrive.
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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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LexWorkplace
LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows.
Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data.
Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.
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Aryson Email Archiving Software
Aryson Email Archiving Software offers a secure and dependable cloud-based solution for archiving emails from various web-based email clients directly to a desktop or hard drive. It supports a range of email platforms, including Gmail, Office 365, Live Exchange Server, Yahoo, IMAP, AOL, Yandex, Thunderbird, and Opera Mail. Users can utilize the Email Archiving Tool to save emails in multiple formats such as PDF, PST, EML, MSG, MBOX, Word, and more, ensuring that all email attachments are preserved during the process. The software allows for archiving emails within a specified date range, thanks to its date or task filter parameters. A standout feature is its ability to eliminate duplicate emails while archiving, enhancing organization and efficiency. The Aryson Email Archiving Software also provides a free demo version, allowing users to archive up to 50 email items per folder, making it a practical choice for those looking to test its capabilities. Additionally, it operates smoothly across all versions of Windows OS, ensuring accessibility for a wide audience.
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