Ascend

Ascend

Optivation
+
+

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About

Ascend is one workspace for the five workflows agencies run every week: forms, databases, pages, time tracking, and invoicing. Instead of stitching together Notion, Tally, Calendly, Toggl, and FreshBooks, you run the whole client lifecycle in one system that shares the same data. A client intake form writes straight into your database. Every record opens into a full page with notes, files, sub-tasks, and a built-in timer. Tracked hours flow into an invoice generated from the same record. No CSV exports, no copy-paste between apps. Built for solo consultants and small agency studios billing hourly or on retainer. Free tier to start, Solo at $19/month, Studio at $49/month, with no per-seat fees. A 30-day free trial is available on paid plans, no credit card required.

About

Advanced Security on the AWS cloud platform. US-Based Servers and Databases with daily backups. Document Generation with advanced internal editor or import PDF merge forms. Create E-Signature Compatible documents and forms for popular services such as Adobe E-Sign. Advanced Task Management with templates and sub-tasks. Income & Expense Tracking across practice areas. Client Portal with two-way messaging, file sharing, and more. Contact Manager Rolodex with tags. Time-Tracking and Exportable Notes. Internal Storage and Integrations with DropBox and Google Drive. Team Features including productivity tracking, roles, and exportable activities reports. Lead Management with our leads pipeline and user-editable stages. Pre-loaded and Formatted SSD and VA Merge Templates we maintain for you. User Editable Reports across all practice areas. Digital Intake Forms with unlimited forms at no extra cost. SSD Appeal & Denial Automations for your convenience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.

Audience

A legal case management solution designed for legal professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Free Version
Free Trial

Pricing

$69.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Optivation
New Zealand
www.optivation.io

Company Information

DibCase Software
Founded: 2017
United States
www.dibcase.com

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Time Matters

Time Matters

LexisNexis

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Gmail
Microsoft SMTP Service
Notion
Quilia

Integrations

Gmail
Microsoft SMTP Service
Notion
Quilia
Claim Ascend and update features and information
Claim Ascend and update features and information