Finance & Accounting

Centerbase

Centerbase

Centerbase is a subscription-based legal software solution that supports midsize law firms through accounting, billing, timekeeping, matter, client and document management, automated workflows, and reporting. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels.

Clear Guidance Partners

Clear Guidance Partners

Right sized solutions for small and midsize firms! 

At CGP we only work with law firms with less than 250 people total. Your firm does not need big law complexity, long term contracts, giant budgets, or solutions that create more work for your already busy team. We frequently come in to help unwind complicated and expensive solutions that work great in big law, but not for firms your size. The majority of Clear Guidance’s clients are law firms - we don’t just support law firms, we know them inside and out. We look at every aspect of your firm’s operations, including risk management such as cyberinsurance.

Coyote Analytics, A SurePoint Solution

Coyote Analytics, A SurePoint Solution

As part of SurePoint Technologies, Coyote Analytics continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice.

ePay Management

ePay Management

Founded in 2000, ePay Management’s Client Financing solution provides more approvals, higher loan amounts and longer-term options than traditional lending options. We cater to attorneys and law firms with a focus on compliance. Your firm needs only one application for all clients, regardless of credit, to access more than 30 lenders. Our bar compliant lending platform features instant credit decisions, aggressive credit policies and billing solutions designed for the legal industry.

FORVIS

FORVIS

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver an Unmatched Client Experience™.
Frontline Managed Services

Frontline Managed Services

Frontline Managed Services is a global provider of Managed IT and Managed Financial Services to firms of all sizes in the legal industry. Driven by specialized technology and expertise, we innovate the service delivery model and offer scalable solutions that improve revenue, profitability and firmwide efficiencies.

iManage

iManage

iManage transforms how legal professionals get work done by combining artificial intelligence, security, and risk mitigation with market-leading document and email management. Over one million professionals at over 4,000 organizations in over 65 countries – including more than 2,500 law firms and 1,200 corporate legal departments and other enterprise customers – rely on iManage to deliver great client and corporate work – securely.

Lawmatics

Lawmatics

Grow your law firm like a CEO with our Lawmatics CRM for attorneys & marketing automation software. Automate the process from client intake to settlement.
LawPay, an AffiniPay Solution

LawPay, an AffiniPay Solution

LawPay is designed to meet the specific compliance and financial needs of legal professionals, offering a secure solution for managing billing and payments while ensuring proper handling of credit card and eCheck transactions. It also safeguards against the commingling of funds and protects trust accounts, complying with ABA and IOLTA guidelines.

LeanLaw

LeanLaw

LeanLaw is the purpose-built financial operating system built by lawyers, for lawyers.

Specifically for small and mid-sized firms, LeanLaw empowers firm administrators and attorneys to ensure everything billable is being captured, money is flowing through the firm properly, and reports are always run-ready.

mycase

mycase

MyCase offers cloud-based case management software with a user-friendly interface and comprehensive features, aiding law firms globally in enhancing productivity and managing workloads. It centralizes case information, including document management, time tracking, and billing, providing a simple solution for legal professionals.

Orion Law Management Systems

Orion Law Management Systems

Since 1985, Orion Law Management Systems has developed and implemented powerful firm management software that delivers rapid return on investment, increased profitability and reliable performance for hundreds of law firms nationwide. 

Summit Virtual CFO Services by Anders

Summit Virtual CFO Services by Anders

Summit Virtual CFO Services by Anders specializes in offering Virtual CFO services. The cost of hiring a full-time CFO can range from $175,000 to over $480,000 per year, plus vacations, bonuses, and other benefits. With Summit Virtual CFO Services by Anders, you get a dedicated Virtual CFO and a team of accountants, CPAs, and tax professionals to help your business accelerate growth, navigate change and achieve success–all at a fraction of what it costs to hire an in-house, full-time CFO. At Summit Virtual CFO by Anders, we offer comprehensive financial reporting, forecasting, and a variety of tax services that give you deeper insight into your business, ultimately creating a roadmap to reach your professional goals. 

Tabs3 Software

Tabs3 Software

Streamline your practice management. Industry-leading Tabs3 Software supports critical law firm operations with billing, practice management, and accounting solutions, brought together in an intuitive, integrated suite of legal practice management products.

ZenCase

ZenCase

Practice Management + AI + Knowledge Management + Workflow Automation
ZenCase is the only Practice Management software product that incorporates AI, Knowledge Management and has workflow features not found in other Practice Software. ZenCase was one of the first Practice Management products to incorporate OpenAI’s ChatGPT, called ZenGPT. ZenGPT allows users to quickly draft documents or conduct legal research.