Products

Fidu is a comprehensive client experience platform designed to empower law firms in selling, delivering, and scaling subscription and flat-fee legal services. By replacing traditional client portals, Fidu offers a firm-branded interface that streamlines operations, enhances efficiency, and automates upselling processes through the integration of advanced AI technologies. This enables legal professionals to provide continuous value to their clients without the constraints of billable hours. Key

Bilr India is an AI-powered legal billing and law firm management software built specifically for Indian law firms, legal consultants, advocates, and corporate legal teams. Designed for the Indian legal ecosystem, Bilr helps legal professionals automate time tracking, legal invoicing, case-based billing, expense management, compliance workflows, and client reporting from a single platform. Built to simplify legal operations for solo lawyers, boutique firms, and enterprise legal practices, Bilr

Meet the world's first reconciliation platform built from the ground up to meet the specific needs of firms performing Client Asset and Safeguarding reconciliations. Unlike generic reconciliation solutions, Grath has been developed by a product team with over 50 years of combined experience in regulatory compliance and engineered from the ground up to meet the specific needs of firms performing client asset and safeguarding reconciliations.

DataAlly is a creative analytics platform designed specifically for marketing agencies to optimize Facebook ad performance. By systematically tracking and analyzing creative elements, DataAlly transforms ad performance data into actionable insights, enabling agencies to enhance their strategies and deliver superior results for clients. Key Features and Functionality: - Creative Tracking Dashboard: Allows agencies to tag and monitor various creative aspects—such as messaging angles, creators, a

Streamline quoting with guided intake from RiskAdvisor—no double entry, better data, more sales. Guided intake that qualifies and converts leads One-click sync to your CRM—no more double entry One form, all your raters—goodbye redundant workflows Agent & Client Facing Forms ready to convert Dec Page Retrieval and Branded Proposals Included

LawSwitch is an innovative client engagement platform designed specifically for law firms, enabling them to automate and streamline various processes such as client intake, document drafting, meeting scheduling, and enquiry handling. By integrating intelligent chatbots and automated document generation, LawSwitch enhances operational efficiency and client interaction, allowing legal professionals to focus more on delivering quality legal services. Key Features and Functionality: - Automated Do

Fluent BI is an AI-powered business intelligence platform that transforms raw data into actionable insights without the need for coding or SQL expertise. Users can upload spreadsheets, PDFs, or CSV files and interact with their data by asking questions in plain English. The platform instantly generates charts, live dashboards, and presentation-ready PDF reports, streamlining the data analysis process and eliminating manual reporting inefficiencies. Key Features and Functionality: - AI-Powered

CaseVector is a legal growth agency that helps attorneys and law firms generate more qualified cases through a combination of client acquisition, intake optimization, referral development, reputation management, and operational support. Rather than focusing solely on advertising, CaseVector builds complete client acquisition systems that improve how prospects are attracted, qualified, booked, and converted into paying clients. Our framework integrates marketing with firm operations to create pre

TaxScout.ai is an AI-native practice management platform built for CPA firms. It replaces fragmented tools like TaxDome, Canopy, and Karbon with one integrated system. Features include AI document extraction for 180+ tax forms, 5-layer validation, 9 AI research agents with real-time IRS search, pipeline management, e-signatures, and client portal.

Osler is recognized for the breadth and depth of its practice in business law and is consistently ranked as one of Canada's top firms. Proactive, pragmatic, experienced, innovative and collaborative, our team of over 400 lawyers is driven by the specific needs of our clients. At Osler, we do everything it takes to maintain our position as one of Canada's leading business law firms, meeting and exceeding the expectations of our clients, lawyers, students, staff and communities.

ClientCollect is a client document collection and information-request platform designed for professional services firms, including accounting, bookkeeping, legal, mortgage, real estate, and advisory businesses. The platform allows teams to create structured checklists containing document uploads, questions, and forms, then share them with clients through a secure, branded portal. Clients can complete requests from a desktop or mobile device without creating an account. Teams can monitor progres

FinBursa’s 360 Solution provides financial advisory firms, asset managers, and institutional investors with a secure, white-labeled platform designed to streamline deal and pipeline management, client engagement, and opportunity discovery. Featuring built-in Virtual Data Rooms, intuitive collaboration tools, and direct access to a global marketplace of private investment opportunities, the 360 Solution helps firms expand their reach, engage more effectively, and support client growth and diversi

EasyBankStatements is software designed for bookkeeping and accounting firms to collect and organize client bank statements. Clients connect their bank accounts through Plaid, allowing firms to retrieve up to 24 months of historical statements and receive new monthly statements automatically. Statements are organized by client, institution, account, and date and are available in PDF and CSV formats. The platform supports client onboarding, monthly bookkeeping workflows, reconciliation, and reco

Envelope The world’s first AI agent for event management What is Envelope? Envelope is an AI-powered event management platform that eliminates the repetitive work of planning events. Instead of spending hours on landing pages, email campaigns, guest lists, and forms, organizers just type in their event details—and Envelope instantly generates everything they need. It’s the fastest way to move from idea to live event. Who uses Envelope? Envelope is built for event organizers of all sizes: • Co

GetTranscribe is an AI-powered social media video transcription platform that converts public video URLs from Instagram, TikTok, YouTube, Pinterest, Facebook, and Twitter/X into accurate, editable text transcripts. Users simply paste a video link from any public account and receive a full transcript with word-level timestamps in under 60 seconds, without downloading files or uploading media. Unlike meeting transcription tools or file-upload-based solutions, GetTranscribe is built specifically f

MyCustomerLens is an always-on client listening platform designed to help professional service firms unify and analyze client feedback in real-time. By aggregating both formal and informal feedback sources, the platform enables businesses to stay attuned to evolving client expectations and behaviors, facilitating faster and more informed decision-making. Key Features and Functionality: - Unified Feedback Collection: Centralizes all client feedback, including interview transcripts, surveys, pit

Fillnex is a browser extension designed to automate the process of filling out web forms, streamlining tasks for SEO professionals, digital marketers, and agencies. By utilizing saved profile data, Fillnex enables users to complete signup forms, login fields, and other web forms with a single click, supporting over 1,000 websites. Key Features and Functionality: - Instant Form Fill: Automatically populates all fields on any webpage, including names, emails, addresses, phone numbers, dropdowns

Four Point Solutions Ltd. is a premier Adobe Solution Partner specializing in delivering innovative, end-to-end applications tailored to enhance client efficiency and engagement. Established in 2003, 4Point's team comprises experts in software consulting, project management, and sales, dedicated to developing and supporting cutting-edge solutions based on Adobe enterprise technology. With a deep-rooted history in document and form technologies, 4Point employs many of the original architects of A

Aria, developed by Label AI, is an advanced data annotation platform that integrates AI-driven automation with client-in-the-loop customization. This combination significantly enhances the speed, scalability, and accuracy of processing perception data, all while reducing traditional annotation costs. Key Features and Functionality: - AI-Powered Annotation: Utilizes cutting-edge AI algorithms to automate or semi-automate labeling tasks, improving both the speed and precision of data annotation.

Zoho Practice is an all-in-one practice management solution used by accounting firms to streamline workflows and enhance efficiency, collaboration, and growth. The software centralizes client management, enables real-time collaboration through chat and comments, manages documents and tasks, sends timely compliance alerts, provides timesheets and billing features, and integrates with the Zoho Finance ecosystem of accounting, payroll, expense reporting, and other applications. Zoho Practice aims t