Consulting Firm Management

Attio is a data-driven, AI-native CRM built on a flexible relational data model that enables teams to customize their s...

PSA platform from Datto (Kaseya) for MSPs with ticketing, projects, contracts, billing, and reporting.

Project and work management platform tuned for services firms to manage client engagements, timelines, and workflows.

CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and tru...

Project management platform based on Redmine with Gantt, CRM, HelpDesk, resource, and finance modules.

IT service management and project portfolio management platform for higher education and enterprise IT teams.

Docyt automates bookkeeping, expense management, and financial reporting using AI for multi-location businesses and acc...

Filevine is a legal work platform for case, document, and contract management with AI-powered features for litigation,...

Brevo (formerly Sendinblue) is an all-in-one marketing platform offering email campaigns, SMS marketing, chat, CRM, and...

Aderant provides enterprise legal billing, time tracking, and financial management software for large law firms with ad...

DNS filtering and web security platform built for MSPs with multi-tenant management and cloud-based policy enforcement.

CasePacer provides case management software for plaintiff litigation firms with document management and settlement trac...

monday work OS tailored to services firms for project delivery, resource planning, and client collaboration.

DISCO provides a cloud-native legal platform integrating e-discovery, legal hold, case building, and generative AI for...

CompliancePoint provides privacy and security compliance services and technology for GDPR, CCPA, and data protection re...

Free IT management platform for MSPs with RMM, patch management, remote access, service desk, and endpoint protection.

Caret Legal provides cloud-based practice management for law firms with case management, billing, document management,...

Agile project management and task software for consulting and distributed teams with sprints, kanban, and time integrat...

CARET Legal provides integrated legal practice management and billing software with time tracking, trust accounting, do...

Dynamic work management for services firms with portfolios, resource management, and financial tracking.

Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and c...

Dext is an AI-powered bookkeeping automation platform that extracts data from receipts, invoices, and bank statements t...

Canopy provides practice management and tax resolution software for accounting firms with client management and documen...

Clio is a cloud-based legal practice management platform providing case management, time tracking, billing, document ma...

Filevine provides a legal work platform with case management, document automation, contract management, and AI-powered...

ClickUp solution for professional services with time tracking, client portals, dashboards, and portfolios.

Clio is a cloud-based legal practice management platform providing case management, billing, client intake, and documen...

ContractPodAi is an AI-powered contract lifecycle management platform automating contract creation, analysis, and manag...

BILL (formerly Bill.com) is a financial operations platform that automates accounts payable, accounts receivable, and s...