Products

ClientBase is an all-in-one SaaS platform built for professional firms that want to scale without losing control. It centralises client data, service requests, and deadlines into a single workspace, replacing scattered emails, spreadsheets, and manual follow-ups. With clear workflows, real-time visibility, and actionable operational insights, teams work more efficiently, leaders gain clarity over capacity and performance, and nothing critical falls through the cracks. The result is consistent de

Datavare Enjoy free conversion of NSF file to EML format and evaluate complete functions of the software. The application is designed smoothly to convert NSF to EML so that Lotus Notes emails are accessed in EML supported email clients like Windows Live Mail, Thunderbird, eM client etc.

Foundation Proactive, powered by Postilize, is an AI-driven relationship management solution that helps law firms Raise The Bar™ by empowering lawyers to connect with clients at the right moment. It detects client events, personalizes outreach, and keeps CRM data clean and accurate — ensuring every interaction adds value.

idutax is document request and collection software built for Canadian accounting firms. Send clients a secure upload link, track which documents are missing, and get notified the moment everything is submitted — no more email chains or missed deadlines. Built specifically for T1, T2, HST returns, and Canadian tax workflows. Integrates automated reminders, audit trails, and a no-login client portal so even non-tech clients can upload in seconds.

RegASK is a global, RegTech company, automating regulatory research to empower informed strategies. Operator to help firms’ International Trade, Regulatory and Government Affairs become a more proactive player and key contributor to marketing and strategic decisions by facilitating compliance in global markets through innovative powered-by-Artificial Intelligence SaaS solutions, supported by outstanding strategic advisory. The company's platform offers a full scope of services including rea

Rocket Pilots is a digital marketing agency focused on Law Firm Marketing.  Our flagship Attoreny SEO service has successsfully ranked firms for core keywords in hihgly competitive markets.  Our SEO campaigns include Local, Technical, On Page SEO, Speed Management, Mobile and Content all in one campaign. Unlike our competitors, we produce high quality content on a monthly basis to all SEO clients. We best in class Landing Pages to convert Law Firm PPC campaigns.  Lastly, we design

DS&P is owned and operated by a small but very talented team. We are all related by sweat and tears and together we are family. We are a full fledged digital marketing agency that was founded in 2009 in south Fort Worth, Texas.  Today we have offices throughout the U.S. and clients worldwide. Our talented team that consists of designers, strategists, entrepreneurs, and marketing geniuses at your complete disposal.  We have placed ourselves in a position to promote your business in al

Founded in 2020, Demetre has quickly gained a loyal customer base including global entertainment companies such as Netflix, Disney and Amazon, top technology brands such as Intuit Mailchimp and Intel, and small, independent startups. We pride ourselves in telling unique, captivating brand stories regardless of the industry or format.  Our work style is bespoke and collaborative, meaning we involve our clients every step of the way. Our process is smooth and efficient, and results in an end p

Clearfacts is a cloud-based pre-accounting and document automation platform designed for accountants and businesses. The solution automates the collection, processing, and validation of invoices and financial documents, reducing manual data entry and improving accuracy. With advanced OCR, AI-powered data recognition, and seamless integrations with accounting software, Clearfacts helps accounting firms save time, streamline workflows, and ensure compliance with e-invoicing regulations such as P

At Ulmer, the focus is on exceeding client expectations and delivering superior, customized legal solutions for an exceptional value. From offices in Cleveland, Columbus, Cincinnati, Chicago and Boca Raton, the firm's attorneys serve as counselors and partners to a wide range of sophisticated clients to help them solve their complex challenges and achieve their goals.

Osborn Maledon is a leading Arizona law firm providing litigation, business and general counsel solutions for our clients. We combine a unique commitment to Arizona with the experience, expertise, and results clients expect from national firms. Our lawyers are among the most experienced anywhere in complex litigation and corporate matters.

Matter is the system of work for client document management built for migration agents, tax accountants, lawyers, and other professional-service firms. While legacy software just stores the file, Matter actually moves the work forward with connected intake, automated document requests, secure client uploads, preparation, and deadline tracking.

Now Form is a strategic design studio dedicated to crafting thoughtful digital and brand interventions that empower businesses to address complex challenges, communicate their narratives effectively, and achieve sustainable growth. By leveraging intelligent design, Now Form enables companies to navigate intricate problems and build stronger connections with their audiences. Key Features and Functionality: - Strategy: Utilizing a human-centered design approach, Now Form collaborates with client

Disclosures.io, now known as HomeLight Listing Management (HLM), is a comprehensive platform designed to streamline the real estate transaction process for agents, transaction coordinators, and brokerages. By centralizing document management, offer tracking, and client communication, HLM enhances efficiency and collaboration, enabling professionals to manage, market, and sell properties seamlessly within a secure environment. Key Features and Functionality: - Listing Information Packages: Crea

Kaeli is an AI executive assistant built for individual senior salespeople. Where a CRM is a database the rep maintains, Kaeli is an assistant that produces work on the rep's behalf. Kaeli runs a three-step loop: Capture. Connect Gmail and Google Calendar in 60 seconds. From then on, every email, meeting, and voice note becomes structured per-client context. No data entry forms. Produce. While the rep sleeps, Kaeli drafts the day's client-facing work. Email replies, meeting prep briefs, quote

TNT Growth specializes in skyrocketing businesses of all sizes, industries, and revenue models. Unlike other agencies, contractors, and employees, were not just about running marketing campaigns and reporting in spreadsheets. We embed our data, our rigor, and our A team into our clients' business and impact everything they do. Were shifting the agency paradigm by putting client success ahead of our own. Former and current clients include: Salesforce, Gusto, Synthesis School, Motive, and more.

LawPro.ai is an AI-driven platform designed to revolutionize the way personal injury law firms handle medical records and case analysis. By automating the organization and examination of client medical records, LawPro.ai enables legal professionals to obtain comprehensive case insights within minutes, significantly reducing the time and resources traditionally required for these tasks. This efficiency allows attorneys and paralegals to focus more on client interactions and case strategy, ultimat

OT Consulting was established in 1996 by a group of consultants with long experience in Object Technology subject and client/server distributed applications development.OT Consulting helps firms to develop their strategies using advanced technologies: from traditional client/server systems, passing through Internet to Business Process Management and WorkFlow System..

BilagPilot is a simple follow-up flow for accounting firms that spend too much time collecting missing receipts from clients. The firm sends one clear request, the client uploads without an account, and the team gets an overview of what is missing, what has been reminded and what has been received.

UNAPEN, Inc. is a seasoned provider of IT services, custom software solutions, and systems integration, specializing in the financial services sector since 1991. Their offerings are tailored for investment managers handling private clients, institutional portfolios, and wrap/SMA/UMA businesses. Additionally, UNAPEN extends its expertise to non-profit organizations, educational institutions, healthcare, and manufacturing sectors. As a Microsoft Gold Certified Partner, UNAPEN focuses on fortifying