Products

Aderant Expert is a comprehensive suite of integrated legal software applications that helps law and professional services firms better serve their clients, manage their operations and maximize their profitability.

Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%. Key Features and Functionality: - Reusable Line Items: Create a library of pre-defined servi

Cloud-based tax compliance system for firms and other niche practices with complex clients and workflows to increase productivity and ensure accuracy.

Abyssale streamlines marketing design to publish faster and increase ROI It's the end of repetitive design work, endless back-and-forth, and inevitable human errors. Don't choose between creativity, personalization, and scaling production. You now have them all in one platform. Abyssale helps you generate thousands of banners, from a single template, in multiple formats at a time. All that in just a few minutes! Save hours of your time on banner creation. Simply choose or create a template, p

Olá, eu sou a Alana, uma inteligência artificial proprietária criada para atendimento, marketing e vendas. Eu nasci para melhorar o relacionamento entre marcas e clientes. Mas porque eu sou uma AI? Porque só desta forma sou capaz de interagir com milhares - ou milhões - de consumidores de forma rápida, personalizada, sem ser repetitiva ou robótica.

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features an

viEval is performance evaluation software for professional services firms. It simplifies annual evaluations into an easy workflow that will capture and refine firm performance, especially on client work.

The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.

DaySmart Pet (formally 123pet) is a pet services business management solution for all aspects of the pet services industry including grooming and daycare. Robust and innovative, DaySmart Pet offers everything from advanced marketing tools and online booking to intuitive scheduling and mobile apps. Built with the everyday entrepreneur in mind, DaySmart Pet allows users more time with their craft and clients, streamlines business tasks, and improves time management to boost profit and maintain pro

Leadmonk is an inbound lead conversion and scheduling software designed to help B2B revenue teams efficiently convert leads into meetings. By automating the processes of lead qualification, routing, and scheduling, Leadmonk enables businesses to engage with prospects in real-time across various channels, including web forms, cold calls, and marketing campaigns. This streamlined approach reduces manual tasks, minimizes scheduling conflicts, and accelerates the sales cycle, ultimately enhancing co

Gitter is an open-source chat and networking platform designed to help developers manage, grow, and connect communities through messaging, content sharing, and discovery. Built on the Matrix protocol, Gitter offers secure, decentralized communication, enabling users to engage in real-time discussions across various platforms, including web, desktop, and mobile applications. By integrating seamlessly with GitHub, GitLab, and Twitter, Gitter provides a collaborative environment tailored for develo

8am ClientPay is a dedicated payment processing solution that turns the error-prone and time-intensive task of payment acceptance into an efficient, accurate and cost-savings process for law and accounting firms.

AuditDashboard is an intuitive, web-based platform designed to streamline the information collection process for professionals and their clients. By centralizing document management, electronic signatures, and client communications, it enhances collaboration and efficiency in audit, tax, and cybersecurity engagements. The platform simplifies complex workflows, ensuring a consistent and secure client experience. Key Features and Functionality: - PBC (Prepared by Client Request Lists: Facilitate

SAS Studio is a web-based interface that enables users to write, edit, and execute SAS code directly from a browser, eliminating the need for client installations. This flexibility allows access to SAS programs, data files, and libraries from any device with internet connectivity, including desktops, laptops, and tablets. Key Features and Functionality: - Web-Based Access: Utilize SAS from any device with a web browser, ensuring consistent functionality across different platforms. - Assistive

Certa (getcerta.com) is a SaaS platform for business to business interactions, including onboarding, due diligence, risk mitigation, and monitoring of their third party relationships. Certa was founded in 2013 and based out of Saratoga, California. Certa offers automated and ridiculously configurable customer/counterparty KYC & AML solutions. Our platform brings business functions like Procurement, Sales, Compliance, Finance, Legal, InfoSec, Privacy, etc. together via an easy collaborative

Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow

Rightworks is the only intelligent cloud provider offering a unified portfolio of advanced technology solutions purpose-built for accounting firms and professionals. Our customers partner with Rightworks to modernize and elevate their firms, protect client data, and maximize revenue potential. Optimize your firm’s technology, onboard new employees or new offices in minutes, and enjoy on-demand application access to achieve maximum efficiency and profitability. Using our intelligent cloud plat

AMLYZE is a SaaS platform built for banks, fintechs, and other regulated businesses to streamline their AML/CFT compliance. Our all-in-one suite covers Transaction Monitoring, Client/Customer Risk Assessment, Case Management, and Screening (Customer & Payment), helping financial institutions detect and prevent financial crime with efficiency and accuracy. Designed by former regulators, compliance officers, and AML experts, AMLYZE combines deep domain expertise with intuitive technology to r

Precedent Demand Composer: Demand Composer is our latest premium product designed to simplify and accelerate the creation of demand letters for legal firms. Leveraging cutting-edge generative AI technology, Demand Composer assembles a comprehensive package that includes a summary of medical bills, index supports, and a customizable demand letter built into your firm’s template, transforming how you manage personal injury cases. Precedent Claim Setup: Simply submit your request to setup a clai

Case Study Buddy is a specialized team that helps B2B clients capture, share, and scale their customer storytelling by taking care of the process from end to end. We help brands create a full campaign's worth of content from one solid customer interview, including written case studies in multiple written formats (longform, one-sheets, slide decks, social media collateral) as well as video testimonials (both remote and on-location).