Products

Goodwood Consulting specializes in assisting investment managers and financial services firms by integrating and automating their marketing, client communications, and sales processes. By leveraging advanced technology, Goodwood unifies websites, marketing communications, compliance requirements, sales, and client relations data into a centralized CRM system. This integration provides unparalleled insights into client and prospect engagement, enabling marketing, sales, and client service teams t

Scheduliy is appointment scheduling software for service-based businesses. It offers a customizable booking page for clients to schedule anytime. AI-powered no-show prediction and automated reminders reduce missed appointments and cancellations. Two-way calendar sync with Google and Outlook prevents conflicts by aligning schedules. Payment processing via Stripe and Square allows deposits or full payments during booking. A waiting list feature fills canceled slots by notifying the next client. Cu

Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion and still provide all of their clients with:

We are a team. A team of creative content producers. At our core, creativity is displayed when art meets innovation. Our art takes many forms. Digital marketing campaigns, market research, website development and design, and creating new, compelling content. No matter the goal, we are listeners first. In order to truly add value, we have to understand the goal.  True understanding is an immersion into your brand, your target audience, your timeline, and what milestones along the way move the ne

JetStack AI is a platform operations automation tool for RevOps teams. It handles the full implementation lifecycle, deploying workflows, pipelines, properties, forms, email templates, lists, sequences, and more across connected client portals, with dependency resolution managed automatically. The audit engine scans portals across 800+ data points, identifies misconfigured assets, and generates structured, brandable reports. A built-in Marketplace provides access to pre-built implementation modu

ITDock is a modern IT documentation platform built for MSPs and IT teams. It helps organize client infrastructure, passwords, devices, vendors, onboarding data, network diagrams, and operational documentation in one centralized workspace. Designed as a lightweight alternative to overly complex legacy documentation systems, ITDock focuses on speed, simplicity, and practical MSP workflows. Teams can securely manage client records, encrypted credentials, infrastructure notes, network information,

TrezCase is a cloud-based immigration case management platform built for law firms. It streamlines the entire immigration workflow — from client intake and document collection to case tracking, USCIS form generation, billing, and client communication. Features include a branded client portal, automated deadline alerts, secure per-case messaging, customizable intake questionnaires, time tracking, invoicing, and multi-staff collaboration with role-based access. TrezCase supports white-label brandi

Woodard Consulting Group specializes in empowering accounting professionals and business advisors through comprehensive education, coaching, resources, and community engagement. Their mission is to transform business advisors, enabling them to provide exceptional value to their clients and strengthen their practices. Key Features and Functionality: - Education: Offers cutting-edge training programs, including courses and events focused on client advisory, practice management, and technology,

PleadiumAI is an advanced legal operations platform designed to automate and streamline routine tasks within law firms, allowing legal professionals to focus on their core responsibilities. Tailored for high-volume practices such as personal injury, immigration, and family law, PleadiumAI enhances efficiency by managing client interactions, follow-ups, and administrative workflows. Key Features and Functionality: - AI Legal Intake Specialist: Conducts structured intake interviews, identifies h

Copilot Gestoria is an AI-powered SaaS platform designed to automate approximately 85% of repetitive tasks for accounting and tax advisory firms in Spain, known as gestorías. By leveraging a multi-agent system driven by advanced AI models, it streamlines operations, allowing professionals to focus more on client engagement and strategic activities. Key Features and Functionality: - Document Agent: Utilizes advanced OCR technology to extract data from invoices, contracts, and official doc

A simpler way to prototype, test, and build vehicle software! RemotiveLabs reduces complexities in automotive software development, facilitates hardware abstraction and offers more flexible environment compared to the legacy tooling with domain specific languages and locked-in processes. - Use the programming language of choice, e.g. Python, Rust, C++, read and write vehicle signal data through gRPC APIs. Use LUA scripting to transform (rename, map, merge or synthesize) signals emitted at cust

CoachNotes is an AI‑assisted coaching admin platform that acts like a personal assistant who knows every client’s history, goals, and progress. Before each session, CoachNotes prepares a clear, personalized briefing that highlights outstanding items from the last session, new labwork or uploaded documents, recent form submissions, and any changes in client notes — so coaches walk in fully prepared and focused. After the session, CoachNotes generates polished summaries, personalized follow‑up em

Una is a CRM built for professional matchmakers. It keeps each client's profile, preferences, communications, tasks, and history in one place — consolidating information that is normally spread across email, WhatsApp, spreadsheets, and notes. With a single click, a matchmaker can find potential matches across their own clients, their leads, and the clients and leads of other matchmakers they collaborate with. Una brings each client's full journey into one timeline — every interaction in a sing

We automate all FATCA & CRS obligations for our clients thanks to our AI-powered innovative software. o FATCA & CRS Classifications o Creation of Forms (W8,W9 etc.) o Identification of reportable accounts o Data validation o XLM Generation

TherapySites is an all-inclusive website design and online marketing platform built exclusively for mental health professionals. The service combines therapist-specific website templates, HIPAA-compliant communication tools, content libraries, SEO, and client-facing forms to help private practices launch and maintain a professional online presence without technical overhead.

Taxably is an AI intelligence layer for tax firms that enhances existing software without requiring a platform switch. It continuously monitors Google Drive and Microsoft OneDrive, uses AI vision to understand client documents, and surfaces missing items, inconsistencies, and risks before preparation begins. Taxably grounds its AI in two sources of truth: current-year tax law and the firm’s actual client documents. Firms keep their existing practice management, tax, and accounting systems whil

The Propel platform is a comprehensive well-being-program delivery hub that is mobile-optimized and fully customized for each client organization. The Propel platform provides a robust activity tracking section (tracking for all forms of physical activity, nutrition, biometrics and general wellness actions), deep database of multimedia well-being content, interactive well-being-improvement programs, fully customizable global challenges (individual, team and group), fully customized incentive pro

We are a digital agency headquartered in Leeds, where a fusion of expertise and creative innovation forms the cornerstone of our unique approach to data-driven strategies. Our core values revolve around fostering strong client relationships, and we believe in close collaboration, brainstorming, and promoting an environment of openness, accountability, and mutual respect. Our success is tied to the achievements of our clients, and we are dedicated to helping them surpass their goals. As a comp

Clocktimizer is a leading business intelligence solution that helps law firms understand who does what, when, where and at what costs. Global 100, Am Law 100,and Am Law 200 law firms use Clocktimizer to make data-driven decisions around matter management, budgeting and pricing. The AI-driven pricing & matter management platform enables law firms to streamline operations, easily build and scale pricing and legal project management teams, improve firmwide profitability and offer increased clie

Luthor is an AI-powered compliance platform tailored for Registered Investment Advisers (RIAs), wealth advisors, and fintech firms. It automates critical compliance tasks, ensuring firms remain SEC and FINRA compliant with minimal manual effort. By integrating AI-driven workflows with expert oversight, Luthor streamlines compliance processes, allowing firms to focus on client service and growth. Key Features and Functionality: - Automated Compliance Monitoring: Luthor's AI continuously scans m