102 Integrations with Clio

View a list of Clio integrations and software that integrates with Clio below. Compare the best Clio integrations as well as features, ratings, user reviews, and pricing of software that integrates with Clio. Here are the current Clio integrations in 2024:

  • 1
    QuickBooks Online
    QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.
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    Starting Price: $9/month (normally $15/month)
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  • 2
    HubSpot CRM

    HubSpot CRM

    HubSpot

    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    Starting Price: Free
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  • 3
    Maintenance Care

    Maintenance Care

    Maintenance Care

    Maintenance Care is a full-featured CMMS (computerized maintenance management system) offers preventive maintenance, asset tracking, document storage, reporting dashboards, numerous integrations and even more features designed to help you maintain the health and standards of every facility under your umbrella. Anyone can learn and begin using our CMMS with ease — no tech experience is required. Maintenance Care can be accessed online or via mobile app. All paid plans include unlimited users — this means no extra cost per seat. Our Always Free plan offers completely free online work order management that can be accessed instantly. Cost-effective paid plans include more robust features anyone can quickly learn and start using. Maintenance Care is used by hundreds of thousands of professionals in industries around the world, including aviation, education, government, healthcare, hospitality, manufacturing, property management, senior care, transportation and small businesses.
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    Starting Price: $100/month (Unlimited Users)
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  • 4
    Docubee

    Docubee

    Docubee

    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.
    Starting Price: $9 per month
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  • 5
    Shift

    Shift

    Shift Technologies Inc.

    Your power browser. Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Connect all of your Gmail, Outlook, and Office 365 accounts and manage everything from one centralized window. Build out your Shift browser with apps that integrate seamlessly so you have ultra-fast access to all the tools you use to stream, shop, work, browse, and stay connected. Shift brings it all together. We don’t use the internet for a simple search anymore. Every day, we juggle apps, hundreds of tabs, and multiple accounts—but while big browsers make that feel messy, Shift makes it simple. Tired of logging in and out? Stay logged into multiple accounts within the same app so you can toggle between profiles easily. Create multiple browser workspaces that keep different kinds of tabs, bookmarks, apps, and inboxes separate.
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    Starting Price: $149 per year
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  • 6
    Birdeye

    Birdeye

    Birdeye

    Birdeye is the top-rated reputation management and digital customer experience platform for local brands and multi-location businesses. Over 100,000 businesses leverage Birdeye’s AI-powered platform to engage seamlessly with customers, drive loyalty, and excel in their local markets. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.
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    Starting Price: $250/month
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  • 7
    Time Tracker by eBillity
    Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere.
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    Starting Price: $9 per user per month
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  • 8
    Kixie PowerCall & SMS
    Kixie is the sales engagement platform that boosts sales team performance with reliable, easily-automated calling and texting for HubSpot, Salesforce, Zoho, Pipedrive, and other leading CRMs. Supercharge your CRM with Kixie to get an automated sales machine with intelligent autodialing, seamless CRM integration, and Enterprise phone service. Start making calls in 3 minutes with no hardware and a 100% free trial. No credit card needed. Enterprise outbound sales acceleration platform with a powerful 10-line power dialer, 2-way messaging, local presence, voicemail drops and more. Perfect for outbound call centers, inside sales, telemarketing, fundraising, and appointment scheduling businesses.
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    Starting Price: Contact for pricing
  • 9
    Microsoft 365

    Microsoft 365

    Microsoft

    Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you
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    Starting Price: $5 per user per month
  • 10
    Mailchimp

    Mailchimp

    Intuit

    Built to help you grow your own way. We know what it’s like to start small with big ideas. That’s why we support millions of customers across every stage of their own business journeys. Bring your audience data, marketing channels, and insights together so you can reach your goals faster. With Mailchimp, you can promote your business across email, social, landing pages, postcards, and more — all from a single platform. No matter your business type or experience level, we have features to help you understand your audience, reach them when it matters most, and get better as you go. Our marketing CRM helps you collect data about your contacts and turn those insights into action. With a holistic view of your audience, you can learn what they like and create campaigns that feel like conversations. We’ll help you get up and running with pre-built templates, ready-made segments, and 1-click automations. Mailchimp makes it easy to sell stuff online, even if you don’t have an e-commerce store.
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    Starting Price: $9.99 per month
  • 11
    Dropbox

    Dropbox

    Dropbox

    Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.
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    Starting Price: $12.50 per month per user
  • 12
    Box

    Box

    Box

    Secure collaboration with anyone, anywhere, on any device. Protecting your sensitive files in the cloud is a top priority. That's why we developed advanced security controls, intelligent threat detection, and complete information governance. But we know your needs don't stop there. Strict data privacy? Check. Data residency? Check. Industry compliance? Check. Your business depends on collaboration between lots of people, from teammates to customers to partners and vendors. Get everyone on the same page with one place to work together easily on your most important content. After all, you should be sharing files, not frustration. And you should have the peace of mind that it's all secure. Working on manual, cumbersome processes wastes hours each day. So we let anyone automate the repeatable workflows that are key to your business, like HR onboarding and contract and digital-asset management. Workflows start to move faster. You have more time to do what matters most.
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    Starting Price: $5.00 per user per month
  • 13
    Constant Contact

    Constant Contact

    Constant Contact

    We deliver for small businesses with powerful tools to simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we help you build strong connections and generate powerful results. - Grow your audience Build your list fast with landing pages, social media lead ads, and more. - Deepen customer relationships Create professional emails, segment your list and automate your messages to drive more engagement and sales for your business. - Simplify your social media Create and manage social posts and ads to generate awareness, drive leads and promote growth, all from one place. - Sync with the apps you're already using Connect with digital tools you're already using to grow your business and sell more online, faster.
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    Starting Price: $12 per month
  • 14
    Zapier

    Zapier

    Zapier

    Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.
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    Starting Price: $20.00 per month
  • 15
    HubSpot Operations Hub
    As companies scale, systems break. Every team builds their own process, data gets siloed, and efficiency tanks. To grow better, operations teams need the tools that make them central to growth — not an afterthought. Whether you’re part of a central RevOps team or run Ops for a single department, Operations Hub gives you a unified toolset that connects apps, cleans customer data, and automates business processes under one central CRM platform. The result? An efficient, aligned, and adaptable business that delivers a friction-free customer experience. Keep your apps and data in sync in an easy, no-code package. Get bidirectional sync, custom field mappings, filtering, and historical syncing so all your teams stay aligned. Eliminate time-consuming data cleanup. Automatically fix date properties, format names, and more with new out-of-the-box automations. Enjoy the flexibility to store and customize all your data in HubSpot.
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    Starting Price: $50 per month
  • 16
    Gmail

    Gmail

    Google

    Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.
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    Starting Price: $0
  • 17
    HubSpot Marketing Hub
    Grow your traffic, convert leads, and prove ROI with HubSpot Marketing Hub. An all-in-one inbound marketing software, HubSpot offers the tools that brands and marketing professionals need to build and launch effective campaigns that help their business get noticed. This includes search engine optimization (SEO), writing blogs & creating web content (CMS), leveraging social media like Facebook, LinkedIn & Twitter, and more. With Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place. Drag and drop your way to polished landing pages and email templates. Quickly publish blog posts that establish you as an authority on any subject and help you get found online. And you’ll be ready for visitors from any device because your content is responsive right out of the box. Get real-time SEO suggestions, and create a content strategy that adapts to the way modern search works. And much, much more.
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    Starting Price: $50 per month
  • 18
    Robly

    Robly

    Robly

    Robly is an email service provider designed for businesses of all sizes, specializing in supporting charities, non profits, education sections and religious organizations. Leveraging proprietary automation and AI technology, it helps beginners and experts achieve up to 50% higher open rates and grow email lists up to four times faster. Robly’s tools dynamically deliver emails when subscribers are most likely to open, automatically re-targets non-openers, and protects sender status by segmenting and suppressing sends to unengaged users. Founded in 2013, the company is headquartered in New York City. Robly was recognized as a 2022 Email Marketing Data Quadrant Award winner by SoftwareReviews, and was voted Category Leader, Quality choice and Happiest Users Champion on Crozdesk and Leader on G2.
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    Starting Price: $15.00/month
  • 19
    Xero

    Xero

    Xero

    Xero is an award-winning accounting and online bookkeeping platform for small businesses. Beautifully simple, Xero covers a wide range of features that helps businesses manage their numbers effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers free online support 24/7 for users.
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    Starting Price: $9.00/month
  • 20
    PayPal

    PayPal

    PayPal

    9 million merchants rely on PayPal to build, run, and grow their business. Get the tools, products, financing, and support you need to help establish or grow your business – from processing payments and building a website to shipping and marketing. We even give you access to business loans* that can provide merchant funding to help you start and drive future growth. Get paid online or in-person. Whether you need online invoicing, a customized checkout for your website, or a card reader for processing on-the-go transactions, we have a solution for your business. Choose from a selection of products and services designed to simplify your day-to-day operations, like tools for tracking payments, printing shipping labels, and so much more. Explore merchant lending options that can provide you with fast access to the money your business needs now, plus a way to offer your customers financing that lets them pay over time, while you get paid upfront.
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    Starting Price: Free
  • 21
    FreshBooks

    FreshBooks

    FreshBooks

    Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, Freshbooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. Freshbooks also lets users work from anywhere with the Freshworks mobile app.
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    Starting Price: $8.5/month
  • 22
    Apptoto

    Apptoto

    Go-Cort

    Scheduling a meeting is half the battle; getting clients to show up on time and prepared is the other half. Apptoto Appointment Reminders help eliminate no-shows and late arrivals by 90%. Save time and money by sending fully customizable and interactive appointment reminders and confirmation requests via text, email, or voice call for your existing appointments. You'll get real-time updates to your calendar and inbox plus daily reports as well. Apptoto is designed to work with your existing workflow and calendar. Remain in complete control of your calendar while Apptoto works in the background for you.
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    Starting Price: $29 per month
  • 23
    Smith.ai Live Website Chat
    Smith.ai Live Website Chat is the fastest & friendliest way to capture, screen & convert website leads. Our Live Chat agents answer questions, screen leads & schedule appointments 24/7. Pay for relevant chats only. Easy setup on all website platforms. Instant chat transcripts in your email & CRM. Instant chat transcripts in your email & CRM. SMS included. Let customers call you with Chat to Call. Smith.ai Live Chat is the most effective & affordable way to convert website leads to grow your business.
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    Starting Price: $140/month
  • 24
    Cognito Forms

    Cognito Forms

    Cognito Forms

    Cognito Forms is the form builder that empowers you to easily create powerful forms and interfaces. With extensive conditional logic tools, calculation capabilities, and form connectivity, everyone from no-code users to full-fledged developers can create their own custom online tools to automate their work. Integrate with your existing systems and use Cognito Forms to speed development, or simply replace outdated paper-based processes with smarter digital solutions. Cognito Forms is an online form builder that uniquely balances powerful capabilities with ease of use. This enables anyone to take their complicated or time-consuming processes and make them simple. Get started quickly using our free form templates and drag-and-drop form builder to create beautiful forms. Then, easily add conditional logic and calculations to realize the potential for automating your work.
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    Starting Price: $15 per month
  • 25
    Wufoo

    Wufoo

    SurveyMonkey

    Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.
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    Starting Price: $19 per month
  • 26
    GoTo Connect
    We built the GoTo Connect platform to help your business grow. It’s the ideal cloud-based phone system and customer engagement software to modernize your communications, centralize your interactions and effortlessly elevate your customer experiences. It’s easy to deploy and manage with an intuitive interface that anyone can master, along with unmatched support whenever you need it.​ GoTo Connect’s platform includes our award-winning, best-in-class products such as our UCaaS solution and phone system, customer engagement tools and multiple contact center capabilities along with powerful add-ons and integrations with your critical business apps such as MS Teams, Salesforce, Zendesk and Gmail.​
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    Starting Price: $27/month/user
  • 27
    Egnyte

    Egnyte

    Egnyte

    Egnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.
    Starting Price: $10 per user per month
  • 28
    Campaign Monitor
    Turn customers into raving fans with Campaign Monitor by Marigold, a powerful email marketing and automation platform that offers the tools to help drive real, bottom line, business results. With Campaign Monitor, building email campaigns that convert is easy. Simply use Campaign Monitor's drag-and-drop email builder and choose from hundreds of beautiful and professionally-designed templates. The platform also comes with a wealth of tools for creating personalized customer journeys, creating smart segments, and building one-to-one relationships with every email subscriber.
    Starting Price: $9.00 per month
  • 29
    Soluno

    Soluno

    Devlos Software

    Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.
    Starting Price: $49 per month per user
  • 30
    Cyfe

    Cyfe

    Cyfe by Traject

    Cyfe is a business intelligence platform that helps businesses of all sizes with KPI monitoring, search engine optimization, scheduling, social media marketing, custom reports, data export & archiving and more. Find the perfect online dashboard template, connect your data, and start monitoring your KPIs. Modify the template to meet your business needs. From zero to data in under 5 minutes, get started quickly with a free plan or one of our free 14-day trials. Create dashboards to visualize data for your individual departments, the C-suite or all of your clients. Everything from analytics, to sales, social, and online reviews. Pull data from popular services like Google and Salesforce with over 100 integrations and 250+ metrics included out of the box. Get set up in minutes by configuring pre-populated widgets including Google Analytics, Facebook Pages, Facebook Ads, Grade.us, SERPs, Moz, Twitter, Mailchimp, and Instagram.
    Starting Price: Free
  • 31
    Text Request

    Text Request

    Text Request

    Text Request is the business texting platform built to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the noise and connect with customers whenever you want, wherever you work. Text Request is designed to scale with you, from one person handling a few conversations, to thousands of employees sending millions of messages, to custom solutions built on our API. Learn more about how we help busy business leaders like you with conversational texting and customer engagement on our website. The text messaging service crafted to cut through the noise, so you can connect with customers anytime, anywhere.
    Starting Price: $59 per month
  • 32
    Formstack

    Formstack

    Formstack

    With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.
    Starting Price: $18.00/month
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    Insightly

    Insightly

    Insightly

    Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
    Starting Price: $29.00/month/user
  • 34
    Gravity Forms

    Gravity Forms

    Rocketgenius

    Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.
    Starting Price: $59 per year
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    Wishpond

    Wishpond

    Wishpond Technologies

    Reach new customers and increase sales, affordably. Get the all-in-one marketing platform you need to grow your business and a team of experts doing the work for you. Join thousands of companies that trust and use our marketing solutions on a daily basis. Get all the tools you need to create online marketing campaigns to boost sales and generate leads. Beyond all the tools, you can also get your own expert Marketing Team of copywriters, Facebook Ads and Google Ads Experts, designers, video editors, SEO specialists and more – all working towards your business goals. Build your dream website with the best website builder for small businesses. Use the builder’s powerful marketing tools to create a website that attracts more traffic and increases conversions.
    Starting Price: $299.00/month
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    Rippling

    Rippling

    Rippling

    Rippling gives businesses one place to run HR, IT, and Finance—globally. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365—all within 90 seconds.
    Starting Price: $35.00 per month
  • 37
    LawPay

    LawPay

    AffiniPay

    For more than a decade, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.
    Starting Price: $20 per month
  • 38
    Gavel

    Gavel

    Gavel

    Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.
    Starting Price: $83 per month
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    LeadMaster

    LeadMaster

    LeadMaster

    LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.
    Starting Price: $50.00/month/user
  • 40
    Verify 365

    Verify 365

    Verify 365

    Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.
    Starting Price: $2,50 per verification
  • 41
    NetDocuments

    NetDocuments

    NetDocuments

    Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.
  • 42
    InvoiceSherpa

    InvoiceSherpa

    InvoiceSherpa

    Easily manage accounting processes with InvoiceSherpa, a cloud-based accounting platform. InvoiceSherpa allows users to manage payment processing, customer portal, accounts receivable, and recurring payments. It can integrate with accounting systems such as QuickBooks, Xero, and Clio, and payment processors like QBO Payment, Stripe, Propay, LawPay, and Authorize.net.
    Starting Price: $49.00/month
  • 43
    Law Ruler

    Law Ruler

    Law Ruler Software

    Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.
    Starting Price: $89 Month/User
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    Teamleader

    Teamleader

    Teamleader

    As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?
    Starting Price: $25.00/month/user
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    ForwardAI

    ForwardAI

    ForwardAI

    ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.
    Starting Price: First 25 Companies Free
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    Memtime

    Memtime

    Memtime

    Memtime is a fully automatic time tracking tool for Windows , Mac OS & Linux, which captures every minute you spend working on different projects. While running in the background, Memtime tracks every computer activity down to the second - no matter if it's your work in different programs/files, every e-mail, browser tab, or calendar entry. That means, you can focus on your work, while the tool visualizes your working day as a timeline. At the end of the day, you know immediately what you've worked on - and make your time entries right next to it via click & drag. Memtime cannot be used for monitoring processes. All data is stored exclusively on your device. No boss, no colleague, not even us a Memtime can see what you've worked on. Next to fully automatic tracking, Memtime offers seamless integration to +25 project management tools. This allows you to import all your projects - track time on projects in Memtime - and export all your time entries with just one click.
    Starting Price: $14/user/month
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    WiseTime

    WiseTime

    WiseTime

    WiseTime is the first enterprise-level, autonomous timekeeping solution for legal. Our mission is to relieve professionals from the monotony and administration of timekeeping, so they can focus on the needs of their clients instead. WiseTime collates where your attention has been throughout the day into a private timeline, without needing any manual input. Led by our strong *privacy-first* principles, and in accord with the GDPR requirements, WiseTime puts you in complete control of your data. WiseTime connects to most leading practice management systems so that you can seamlessly send your time information to billing. No more manual time entries or start-stop timers.
    Starting Price: USD 10 user/month
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    TrialLine

    TrialLine

    TrialLine

    TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.
    Starting Price: $29/month
  • 49
    RightSignature

    RightSignature

    Citrix Systems

    Get any document signed in minutes. Cut your admin time by up to 93% with powerful e-signature software thats fit right into your workday. Upload the documents and contracts you already use, then drag-and-drop the form fields you need your signers to fill out, and voila! It's ready to send for electronic signature. No more attachments, printing, or faxing. RightSignature guides your signer through the document, reducing lost documents, errors, and omissions. Review, send, and sign documents on any computer, smartphone, or tablet. Reach your clients in the office or the airport, across the street or around the world. Connect RightSignature to the tools you use every day, with add-ons for ShareFile, Google, and over a dozen more, or use our API to integrate with your own tools. Upload the documents and contracts you already use, then drag-and-drop the form fields you need your signers to fill out, and voila! It's ready to send for electronic signature.
    Starting Price: $15 per month
  • 50
    Fastcase

    Fastcase

    Fastcase

    Fastcase is a legal research platform that empowers lawyers to find answers fast. The service includes a nationwide database of cases, statutes, regulations, and court rules, as well as legal treatises. The company's Docket Alarm group tracks state and federal cases, allows extensive research of briefs, pleadings, and motions, and creates powerful analytics about cases. Fastcase now includes bankruptcy filing tools like NextChapter, legal news from Law Street Media, artificial intelligence tools in AI Sandbox, and a print publishing division, Full Court Press. Fastcase is a comprehensive research, analytics, news, and workflow platform for the modern law practice.
    Starting Price: $95 per user per month
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