Products

Whimsical is the whiteboard for thinking and planning. It’s built for teams to move from chaos to clarity and turn ideas into action. Start from scratch or describe what you need and let AI build it. From sticky notes, sketches, and mind maps to process diagrams, flowcharts, wireframes, and presentations, Whimsical makes it seamless to create stunning visuals without the friction. It’s faster than heavy design tools built for high-fidelity prototyping and simpler than complex diagramming softwar

SiteMax is the most user friendly site management system. It increases accountability and establishes transparency and trust with clients. Cloud Based: digital timecards, geolocation check-in, digital POs, custom site reports, progress photos, DropBox integration, 24hr weather, tool inventory tracking, client portal, Apple TV real-time project view. With FlexForms for site and safety, SiteMax can incorporate YOUR CURRENT PAPER PROCESS into an electronic system with hooks and triggers.

Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.

PCLaw® is an integrated legal practice management solution designed to streamline the operations of small to mid-sized law firms. It combines matter management, time tracking, billing, and accounting functionalities into a single platform, enabling firms to efficiently manage client information, track billable hours, handle trust accounting, and oversee financial transactions. With over 30 years of development, PCLaw offers a user-friendly interface that centralizes critical practice and client

LollyLaw is a breakthrough solution for firms that practice in immigration law or related practice areas. Since 2014, Lolly Law has been unparalleled in its ease of use and powerful tools to create, manage, and track cases. Lolly Law now comes stocked with fully customizable immigration workflows and form sets from USCIS, DOJ, DOS, and the FBI. Each form can be filled out through the web in a live collaboration mode so that you can assist clients remotely.

Build forms, surveys & polls for all platform. We integrate with: Jira, Slack, Google Sheets, Intercom, HubSpot, Mailchimp, Discord, React Native, WordPress & Wix. We created NativeForms to help you communicate with your clients. Our product offers advanced solutions to all your problems and let you focus on things that are really important in your company.

Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time.

Dubsado is a comprehensive business management platform designed to streamline and automate the daily operations of service-based businesses. It offers a suite of tools that assist entrepreneurs, freelancers, and small businesses in managing clients, projects, and finances efficiently. By integrating various administrative tasks into a single platform, Dubsado enables users to focus more on their core services and less on time-consuming administrative duties. Key Features and Functionality: -

Sniply is a link management tool that empowers users to overlay custom call-to-action (CTA) messages onto any web page they share. By shortening URLs and embedding personalized CTAs, Sniply enables individuals and businesses to drive conversions and engagement from curated content. Key Features and Functionality: - Custom URL Shortener: Generate branded short links that incorporate your own domain, enhancing brand visibility and trust. - Call-to-Action Integration: Add customizable CTAs—such

Knack enables anyone to build simple web apps and online databases. You can import data from spreadsheets or define it from scratch, and then build interfaces to display and manage that data using elements like forms, tables, and search. Apps can be easily embedded into any website and then further styled or manipulated via jQuery.

At DocuClipper, we're more than just a financial automation company. We're a dedicated team of fintech experts passionate about transforming complex financial documentation into streamlined, actionable insights. Based in California, we've developed an enterprise-grade platform featuring our industry-leading bank statement converter, AI-powered bank statement analyzer, and precision invoice OCR technology. Our solutions are specifically tailored for accountants, bookkeepers, financial investigato

Software designed to help CPA firms and their clients manage their leases from data entry to journal entry.

What is FoundationIP? FoundationIP from Clarivate is a leading IP lifecycle management solution for law firms seeking a competitive edge. This powerful and flexible cloud-based solution improves your efficiency at every step in the IP lifecycle, so you can grow your firm with confidence. Reduce risk with industry-leading Clarivate IP data. Uncover actionable insights that position you as a strategic partner. Maximize your team’s efficiency with advanced automation and integrated services. Seamle

ShortPixel is a comprehensive image optimization service designed to enhance website performance by reducing image sizes without compromising quality. It offers a suite of tools and plugins that cater to various platforms, including WordPress, enabling users to automatically compress images, convert them to next-generation formats like WebP and AVIF, and serve them efficiently through a global Content Delivery Network (CDN). By optimizing images, ShortPixel helps improve page load times, boost S

HireAra is an AI-powered candidate presentation platform designed to streamline and enhance the recruitment process for agencies worldwide. By automating the formatting of CVs and creating tailored candidate presentations, HireAra enables recruiters to deliver professional, consistent, and branded documents efficiently. This automation reduces administrative tasks, allowing recruiters to focus more on engaging with clients and candidates, ultimately leading to higher placement rates. Key Featur

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and J

Autodesk Viewer is a free, web-based application that enables users to view, measure, mark up, and share 2D and 3D design files directly from their browser, without the need for any software installation. Supporting over 80 file formats, including DWG, STEP, DWF, RVT, and Solidworks, it facilitates seamless collaboration among project stakeholders by providing easy access to design data from any device with an internet connection. Key Features and Functionality: - Multi-Format Support: Handles

Clientary is a full-suite professional services platform to manage Proposals, Estimates, Projects, Hours, Invoices, Payments, Staff, and Clients. We help businesses win clients, save time, and get paid. Clientary is a good fit for freelancers and agencies alike, in industries like marketing, design, consulting, legal, construction, architecture, and more.

PatentRenewal.com is a one-stop shop for managing, scheduling and processing your client’s patent renewals. We offer IP law firms a web platform that can be sold as an in-house patent renewal service, without the cost of in-house. Our product is designed to maximize client onboarding and is fully customizable to achieve any business need.