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.
Learn more
Filevine, powered by LOIS (Legal Operating Intelligence System), is an advanced AI-native platform designed to transform how legal teams manage their work. It provides a single source of truth by unifying data, documents, workflows, and team collaboration in one system. The platform enables legal professionals to perform tasks such as fact verification, deposition preparation, and case management with greater efficiency. LOIS leverages contextual intelligence to analyze the full scope of legal matters, delivering precise insights and recommendations. It includes features like document management, contract management, billing, time tracking, and analytics to support end-to-end legal operations. The system automates workflows and connects information across cases, reducing manual effort and improving consistency. Its agentic capabilities allow the platform to plan, act, and adapt to achieve specific legal outcomes. Filevine is designed to enhance visibility and decision-making across organizations. It supports both enterprise and government use cases with scalable infrastructure. By integrating intelligence into daily workflows, it improves productivity and operational efficiency. Ultimately, Filevine helps legal teams work smarter and deliver more effective results.
Learn more
DepoDirect
Gone are the days of sending emails to obtain links or share exhibits; now, you can receive your Zoom link instantly upon scheduling. You also have the convenience of uploading exhibits either before or during the deposition, making them immediately accessible to the reporter. All interactions and files are securely handled through our TLS-encrypted platform, guaranteeing a level of security that emailing documents simply cannot provide. Additionally, you can say goodbye to unexpected charges related to handling, appearances, or setup, as our pricing is straightforward and up to 50% lower than traditional providers. The single hourly fee for the deposition encompasses witness video, picture-in-picture video, and an aligned rough transcript, making it cost-effective and comprehensive. DepoDirect accommodates all types of depositions, whether they are fully remote, hybrid, or in-person, ensuring flexibility for all your needs. Our unique software streamlines the management and officiation of each proceeding, allowing us to deliver top-notch service and premium features at every deposition. By digitizing every component of your legal proceedings, whether conducted remotely, in a hybrid setup, or face-to-face, DepoDirect enhances the efficiency and effectiveness of the entire process.
Learn more
Rev
Rev is an Investigative Intelligence Platform built for legal, law enforcement, court reporting, and investigative workflows. The platform helps teams turn audio, video, documents, police reports, depositions, body cam footage, medical records, and case files into searchable and citable records. Rev combines AI transcription, human transcription, evidence analysis, document editing, image analysis, AI templates, clipping, and secure dictation. Users can ask direct questions across evidence files to identify contradictions, reconstruct timelines, find key moments, and support case preparation. Every AI-generated answer is tied back to the original record so teams can verify findings instead of relying on unsupported model output. Rev also helps users turn findings into memos, outlines, case summaries, motions, trial briefs, affidavits, and other legal work product. Its transcript editor allows teams to mark up testimony, create timestamped clips, and securely share evidence with trial teams. Rev emphasizes security with encryption, legal workflow controls, and a policy that uploaded data is not sold or used to train third-party LLMs. By combining transcription, evidence search, AI analysis, citations, secure collaboration, and legal drafting workflows, Rev helps investigative teams find critical facts faster.
Learn more
