ClientRock vs. Sheriasoft Comparison Chart

Lexion is a powerfully simple contract management platform that helps every team do more business, faster, by streamlining and centralizing the contracting process in a system that works the way you do. Manage all your end-to-end dealmaking operations from one centralized dashboard, with simple email-driven intake and workflows any team can use instantly, intuitive no-code automation to streamline processes and workflows, and industry-leading, practical AI that can read contracts to automatically track key terms, generate reports, and more. We built Lexion at Microsoft co-founder Paul Allen’s artificial intelligence research institute (AI2). With a top-notch and experienced team from Microsoft, Facebook, Google, and Amazon, we built a company that CB Insights ranked the #1 most promising AI legal tech startup in the world two years in a row, and which top AI investors (including A16Z, Sequoia, and Goldman Sachs) voted one of the top 40 Intelligent Applications to watch in 2022.

Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.

When it comes to cybersecurity, what your clients don’t know can really hurt them. And believe it or not, keep them safe starts with asking questions. With ConnectWise Identify Assessment, get access to risk assessment backed by the NIST Cybersecurity Framework to uncover risks across your client’s entire business, not just their networks. With a clearly defined, easy-to-read risk report in hand, you can start having meaningful security conversations that can get you on the path of keeping your clients protected from every angle. Choose from two assessment levels to cover every client’s need, from the Essentials to cover the basics to our Comprehensive Assessment to dive deeper to uncover additional risks. Our intuitive heat map shows you your client’s overall risk level and priority to address risks based on probability and financial impact. Each report includes remediation recommendations to help you create a revenue-generating action plan.

With CodeSignal, you're not just assessing and building skills; you're shaping the future. Wherever you are on your skills journey—whether you're aiming to level up or building the next great team—CodeSignal’s skills assessments and AI-powered learning tools are designed to meet you there and get you where you need to go. Our advanced skills insights, AI-powered precision, and adaptive experiences empower today’s potential to become tomorrow’s leaders. Founded in 2015, CodeSignal is trusted by leading companies like Netflix, Capital One, Meta, and Dropbox.

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.

PestBoss is the business management application of choice for successful pest control companies looking to expand their business while simplifying their operational management. PestBoss is designed, developed and fine-tuned to provide pest control businesses with all necessary tools to manage and grow their business operations. Intuitive and easy to use account management & CRM features convert prospects to revenue generating accounts. Prioritize work schedules with task and appointment management features. Provide client portal convenience for accounts requiring access to data and documentation on demand. Create device monitoring and service reports on the fly and sync them with the main office. Issue invoices in the field and get paid quicker by processing payments before leaving the job site. Backed by an industry-leading service level agreement, PestBoss is regularly updated with new and enhanced features to stay atop of ever-changing business standards and safety regulations.