Curo Matter ManagementFulcrum GT
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Related Products
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About
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction.
Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.
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About
Your clients' most important matters deserve meaningful quotes, realistic budgets, and balanced team structures. Innovative pricing, analysis, and matter management, all in one place. Drive improved profitability and a high-quality client experience by balancing client needs with firm expectations and standards. Complex fee arrangements can be modeled to improve profitability and meet client demands while the team structures resources to be optimally leveraged. Achieve better matter-level outcomes by working proactively versus reactively. Tracking actuals vs. budget in real-time, Curo alerts your team to any cost overruns in the matter lifecycle, keeping costs on budget and improving margins by avoiding write-downs. By understanding client needs and managing matter scope, down to the task level, your team can deliver the optimal service for your clients' matters. Integration into billing systems allows client terms and rates to be pulled directly into quotes for accurate estimations.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Freelancers, Independent professionals, Agencies, and Service-based businesses looking for an integrated platform to automate workflows, improve client communication, and streamline billing and project management
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Audience
Legal professionals requiring a solution to drive profitability and improve user experience
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClientivity
Founded: 2024
United States
clientivity.io
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Company InformationFulcrum GT
United States
fulcrumgt.com/solutions/curo
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
No info available.
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Integrations
No info available.
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