Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
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Digital WarRoom
DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus.
TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month.
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CSC Matter Management
CSC Matter Management is the complete solution for your matter management needs. Mitigate risk and reduce costs with our single, integrated platform, whether your focus is on contracts, litigation, garnishments, intellectual property, claims, or real estate. You won’t have to consider seat license fees, and you’ll be able to custom-tailor our solution to use for secure collaboration between in-house staff, outside counsel, internal business users, and other third parties—with no added costs. Share information, store documents, and assign tasks within a secure, real-time electronic work environment. Access rights are permission-based, so people can access the data and documents they need—but not information that isn’t relevant to their role. Our solution requires no expensive software installations, updates, or IT involvement. It supports an unlimited number of approved users through role-based permissions.
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