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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.

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.

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

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

Audience

Legal professionals requiring a solution to drive profitability and improve user experience

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

No information available.
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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientivity
Founded: 2024
United States
clientivity.io

Company Information

Fulcrum GT
United States
fulcrumgt.com/solutions/curo

Alternatives

PMEntire

PMEntire

PMEntire Solutions

Alternatives

3E MatterSphere

3E MatterSphere

Thomson Reuters

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim Clientivity and update features and information
Claim Clientivity and update features and information
Claim Curo Matter Management and update features and information
Claim Curo Matter Management and update features and information