Alternatives to Mycel
Compare Mycel alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Mycel in 2026. Compare features, ratings, user reviews, pricing, and more from Mycel competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. -
2
Mycel
Martello Systems
Mycel is a cloud-based business knowledge and team workspace for small businesses, including agencies, service firms, trade shops, and appointment businesses. It organizes company know-how in a vault of documents, folders, reporting-tree positions, notes, decisions, and procedures. Role-specific AI assistants answer from business records and draft recurring work for review. People capture information by voice, upload, typed note, or forwarded email. Owners control folder access by role, and assistants respect those permissions. Today view gathers tasks. Mycel connects with Relay, TradesBackbone, ReputeLift, and SynthPrism; Relay and TradesBackbone can use selected Mycel folders. Changes affecting another product wait for a person's approval. One account, password, and two-factor authentication provide access to the five-app stack. Mycel is a web service with a free tier and paid monthly or annual plans.Starting Price: $0 -
3
SynthPrism
Martello Systems LLC
SynthPrism is a web-based social media drafting and scheduling workspace for local trade and appointment businesses, including home-service contractors, salons, barbers, studios and med spas. AI uses saved brand details to draft captions and create images or short voiced clips, which users can organize on a calendar for scheduled publishing. Users connect Bluesky, Facebook Pages, Instagram Business and Pinterest on the free plan; X publishing is available on paid plans. Client approval links let owners review posts, approve them or request changes before publication. A results screen summarizes activity by channel, while a shared library and setup guide support content workflows. Part of the Martello software stack, SynthPrism can use business information saved in Mycel when connected. Plans vary by brand count, AI credits, storage, post limits and team seats; a free tier and monthly or annual paid plans are available.Starting Price: $0 -
4
ReputeLift
Martello Systems
ReputeLift is review-management software for single-location businesses, including home-service trades and appointment businesses. Teams can add customers manually or import customer records, send branded review requests by SMS or email, create Google review links and QR codes, and apply opt-out rules. Reviews are added to a shared inbox manually; the service does not automatically import Google or Facebook reviews. On the Pro plan, AI drafts replies in a selected tone for the owner to edit and post. Its optional AI Visibility add-on checks whether ChatGPT, Perplexity, Gemini, and Google AI Overviews mention a business for selected customer questions, tracks results, and suggests next steps. The tool includes review analytics, scheduled requests, and notifications. TradesBackbone can queue an ask for staff approval, and Mycel shares sign-in and review summaries. Plans are for one location and limit users and monthly requests. -
5
ConsultancyOS
ConsultancyOS
ConsultancyOS is a cloud-based professional services automation platform for IT services, technology consulting, and business and management consulting firms. It combines project delivery tools—including phases, milestones, tasks, sprints, risks, time tracking, timesheets, billing and invoicing—with forecasting, utilization and capacity planning, resource allocation, client health reporting, financial dashboards, and a branded client portal. Its IP Encoding System captures a firm's methods in playbooks and processes, then uses AI agents to draft work from those methods and firm-defined guardrails, with review and versioning workflows. The platform also includes Profit First allocation tools, partner and supplier workflows, recruitment features, and automation. Integrations include Xero, Microsoft 365, Microsoft Teams and DocuSign. It is designed for firms with 5 to 100 staff. -
6
Relay
Martello Systems
Relay is customer messaging and appointment-operations software for salons, barbers, lash and brow studios, med spas, tattoo studios, pet groomers and other appointment businesses. It brings texts, email, calls, web chat, form inquiries, and connected Facebook and Instagram messages into a shared customer inbox. Businesses can publish booking links, sync calendars with Google Calendar, check availability for conflicts, send appointment reminders, prompt clients to rebook, and notify waitlisted customers when a slot opens. Automated workflows can text back missed callers and follow up with leads. Relay's AI can draft replies for staff approval or send automatic replies, depending on settings. The optional AI Front Desk answers calls and books appointments. The service also includes contact records, forms, pipelines, and API access on qualifying paid plans. Relay is web-based and connects to Martello's stack, including Mycel, its shared business knowledge layer.Starting Price: $49/month -
7
Workspace369
Workspace369 LLC
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.Starting Price: $29/month -
8
GreatSoft CRM
GreatSoft
Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry. -
9
Workplate
Workplate
Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.Starting Price: ₹249/user/month -
10
SREDlog
SREDlog
SREDlog is SR&ED claim preparation software for Canadian consultants, accounting firms and in-house teams. Bring client records, evidence, hours and expenditures into one workspace. Draft T661 project narratives linked to source records, review technical and financial decisions, collect client confirmations, prepare federal and provincial form drafts, and export an indexed supporting package. AI assists with drafting; the responsible firm reviews and approves the work. SREDlog does not determine final eligibility, submit claims to the CRA or guarantee outcomes. A 30-day pilot includes one claim and unlimited users; no card is required.Starting Price: $2,500 CAD per year -
11
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
12
Graysync
Graysync
Graysync is an agency management platform for coordinating client work and agency operations in one workspace. It brings together project planning, task and timeline tracking, resource capacity, budgets, expenses, invoices, payments and project profitability. Teams can share briefs and files with clients, collect feedback and approvals, and manage calendars alongside project activity. Reporting dashboards present operational and financial information for business oversight. The platform also includes Gracie, an AI assistant that helps automate repetitive administrative steps. Graysync is intended for creative, digital, social, media, public relations and event agencies, as well as in-house marketing teams and professional services firms. Its workflows support work from initial client briefs through delivery and financial review. -
13
Collective OS
Collective OS
Collective OS is a trusted partnership ecosystem for professional service firms to find experts, case studies, share work experiences within your organization, and build private talent networks (collectives) with other firms. Use your agency management software to have employees and contractors create profiles, enabling you to quickly find the right expertise and availability within your network for any job, all in one place with Collective OS. Enhance your scale by grouping firms with similar experts or broaden your expertise by partnering with complementary firms, creating a versatile collective. Build a collective of companies for scale by clustering similar firms or for expertise by collaborating with symbiotic firms with complementary skills leveraging our agency management software. Expand what your company is capable of offering to your clients. Build and join networks of trusted & vetted talent. -
14
Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
15
Dayshape
Dayshape
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term. -
16
Accelo
Accelo
Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform. -
17
Prolegis Estate Plan
Prolegis Solutions
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.Starting Price: $49/transaction -
18
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
19
Turia
Turiabooks Technologies Private Limited
Turia is a cloud-based CA Practice Management Software built specifically for Chartered Accountant firms in India. It helps CA firms manage clients, tasks, recurring compliance work, team operations, communication and practice workflows from one connected platform. Turia centralizes client management, lead tracking, task management, recurring work, service management, document storage, billing and team operations. CA firms can manage hundreds or thousands of clients while maintaining visibility into deadlines, responsibilities and ongoing work. The platform connects everyday communication channels such as WhatsApp and email with practice workflows. Teams can convert client requests and communications into actionable tasks, helping firms reduce the risk of important work getting lost across chats and inboxes. Turia also supports compliance tracking for CA firms managing GST, Income Tax, TDS, ROC and other recurring obligations. Instead of relying only on spreadsheets.Starting Price: $69/month -
20
Mailatio
Jengu Ltd (Mailatio)
Mailatio automates email and attachment filing for law firms and notary offices. It reads incoming correspondence and documents, identifies the relevant client and matter, and files them in the correct folder and subfolder of the firm's existing CRM or practice-management software. It follows the firm's filing conventions and leaves uncertain matches for human review. Additional features include deadline and hearing detection, reply drafts, and invoice follow-up. Outgoing replies remain drafts unless the firm enables automatic sending for specific correspondents. Data is hosted in the European Union, encrypted in transit and at rest, and is not used to train models. Plans cover the whole firm with unlimited users. Filed emails and documents remain in the firm's own software after cancellation. A demonstration checks compatibility with existing tools and workflows.Starting Price: €249/firm/month -
21
Nimbus Marlowe
Nimbus AI Holdings
Nimbus Marlowe is a web-based AI operations platform for solo and small personal injury law firms. It answers and qualifies intake calls around the clock, books consultations, and creates structured intake packets for attorneys. Its AI agents support contract review, case preparation, demand-letter drafting, and collections follow-up, while workflow automation coordinates tasks, documents, and communications. The platform works alongside a firm's existing practice-management system and includes a free CRM for contacts, matters, documents, and client portal access. Firms pay published flat rates for completed units of work, with no seat fees or subscriptions on pay-as-you-go plans. Each AI-generated output is a draft for attorney review and adoption; the product does not provide legal advice.Starting Price: $12/invoice/month -
22
CS Professional Suite
Thomson Reuters
Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. Choose a few offerings or the entire package — you’ll see the difference CS Professional Suite makes in your firm’s productivity and profitability. Like most accounting firms, your hands are full with the day-to-day work that keeps your practice running — which doesn't leave much time for building new business or offering more high-value services. To take a more strategic approach, you need a complete solution to streamline your operations. Accounting CS, our professional accounting software for accountants, combines write-up, trial balance, payroll, financial statement analysis, and more. -
23
PLYNTUM
PLYNTUM
PLYNTUM is a business workspace for agencies and other companies that deliver client work. It connects projects, clients, people, tracked time and finances in one system, so a team can see the next step and the company can see what the work costs. Plan client work on boards with owners, deadlines and files, in list, board, calendar and timeline views. Keep each client's agreements, requests and project history in one record. Track time and review it before it counts. Connect reviewed time and direct expenses to project value; track invoices, payments and receivables. Requests and approvals keep an owner and a recorded decision. Run several companies as separate workspaces under one account. Priced per workspace with members included, from $55/month; Launch has a 7-day free trial, no card needed. Built in Tbilisi, Georgia, by the team behind the creative agency Lost & Found. English and Georgian.Starting Price: $55/month per workspace -
24
Base Builders
Base Builders
When you’re looking for project management software for your architecture or engineering firm, the last thing you should have to worry about is whether it will do what you need it to. Base Builders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces. At Base Builders, we understand how overwhelming managing the business operations aspect of your firm can be. After all, we’re former designers who ran firms of our own. We know your business, your team, and your clients’ success depend on an efficient, organized project management system. You don’t have the time to waste on generic software that makes your job more challenging.Starting Price: $35.00/month/user -
25
BilagPilot
Bjorvand Solutions
BilagPilot is a document collection and follow-up platform built specifically for accounting and bookkeeping firms. It helps firms reduce the time spent identifying missing receipts and supporting documentation, contacting clients, sending reminders, and tracking what is still outstanding. BilagPilot connects with supported accounting systems and helps surface transactions or accounting items where documentation may be missing. Accountants can review these items, create requests, and send clients a clear overview of exactly what needs to be provided. Clients receive requests by email or SMS and upload documents through a secure link without creating an account. BilagPilot can automatically follow up on outstanding requests and gives the accounting team a central dashboard for tracking document collection across multiple client companies.Starting Price: $149/month -
26
Alpheous
Alpheous, Inc.
Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements. -
27
evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
28
Accrual
Accrual
Accrual is an AI-native accounting automation platform built for tax and professional accounting workflows, especially for firms that prepare and review tax returns at scale. It uses advanced AI agents that act like a preparer by reading and organizing client inputs from documents such as K-1s, 1099s, spreadsheets, emails, and multi-hundred-page statements, identifying missing information, generating targeted follow-up questions, and producing draft tax returns ready for professional review, all within a unified system instead of fragmented tools. Its AI-driven structure automatically organizes data as it’s ingested, so preparation, review, and client guidance build on one another rather than requiring repeated manual rework, helping reduce preparation and review time dramatically while preserving accuracy, controls, and auditability that accounting firms require. -
29
Trevio
Trevio
Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil. -
30
iBE.net
Integrated Business Environment
iBE.net is a complete software solution for professional services firms. Available on web or mobile for a low monthly fee, iBE.net makes it possible for firms to streamline processes from lead to payment. The platform is loaded with tons of features, including time, project financials, billing, HR, CRM, resource planning, workflow, Quickbooks integration, and powerful reporting.Starting Price: $299.00/month -
31
AirWorks
AirWorks
With AirWorks Automate, you can get CAD deliverables in record time on our ten standard, automated layers. Results are fully validated by our in-house engineering team to guarantee quality. Together with AirWorks CAD, our self-service 2D drafting tool designed to simplify your manual drafting process, you can now complete projects from data upload to deliverable right in one platform. For firms looking to speed up their project timelines through AI and complement their drafting work, AirWorks Automate + CAD is the right productivity software for any team, small or large. Through this technology, CAD drawings are delivered in record time, and our quality control engineers ensure that every drawing we deliver meets our client’s existing standards and surpasses their expectations. Our team has spent years developing models that are able to identify and categorize points in aerial imagery, making it possible for our software to distinguish between feature types. -
32
Roadbase
Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.Starting Price: $10/month -
33
Accounts Draft
Accounts Draft Limited
Accounts Draft is a browser-based AI toolkit for accountants, bookkeepers, and accountancy firms. Its tools convert PDF bank statements into Excel, allocate transactions to accounting nominals, and prepare trial-balance data. Users can also extract invoice details, compare draft accounts with prior-year accounts, and create audit working papers by selecting transactions and matching supporting invoices. Client-operations tools generate onboarding packs, including KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, with company details auto-filled from Companies House. Additional tools prepare fee quotes, company-secretarial documents, and HMRC 64-8 authorisation forms. The platform provides downloadable spreadsheet, Word, and PDF outputs for users to review and incorporate into their accounting workflows.Starting Price: £0 -
34
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
35
August
August Law
August is an all-in-one legal AI workspace designed to help law firms automate core workflows and operate more efficiently by centralizing drafting, review, collaboration, and business operations into a single platform. It enables lawyers to review, draft, redline, and manage documents using AI that is tailored to each firm’s internal precedents, templates, and style, ensuring outputs align with established legal standards. It includes tools such as tabular document review, which extracts and compares key data across large volumes of files, and AI-powered clause drafting that allows users to rewrite and refine contracts directly within familiar environments like Microsoft Word. It also provides an assistant capable of answering questions across documents, summarizing information with references, and generating client-ready communication, reducing time spent on research and early-stage review. -
36
Avaro One
Avaro Technologies Ltd.
Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.Starting Price: £35 per user per month -
37
NOA
NOA
NOA is an AI-assisted patent prosecution platform for patent law firms and corporate intellectual property teams. It retrieves and analyzes patent application prosecution histories and Office Actions, builds examiner profiles from publicly available USPTO records, and helps practitioners compare response strategies. The platform maps claim elements to cited references, draws on a firm’s prior arguments and amendments, and generates Office Action response drafts in the firm’s style. A separate review workflow checks draft support, citations, consistency, claim scope, and potential argument risks. Attorneys can review and edit the analysis and drafts before filing; NOA is positioned as decision support, not legal advice or a substitute for licensed practitioner judgment. -
38
Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.Starting Price: $36.00 USD/month/user -
39
IRIS Practice Engine
IRIS
IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated. -
40
Projector
Projector PSA
Projector is the best-of-breed professional services automation (PSA) tool for today's modern, fast-paced services firms. Created by Project PSA, the solution focuses on increasing profit margins and improving resource utilization rates. Cloud-based and easy to use, Projector helps services firms seamlessly manage projects, track time and expenses, schedule resources, invoice, and simplify workflows. The solution's three core applications are project management, project accounting, and resource management.Starting Price: $15.00/month/user -
41
MyCPACRM
YOO Technologies Inc.
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system. Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off. Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
42
CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
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TaxFormHero
TaxFormHero
TaxFormHero is an IRS authorized information-return e-filing service for businesses, accounting firms, CPAs, bookkeepers and tax professionals. Users can prepare and transmit 1099, W-2, 1098, 5498 and ACA forms, manage multiple client payers, request signed W-9s, check taxpayer name and identification-number matches, and import payer or recipient data from Excel or CSV. The platform provides draft review, filing-status tracking, IRS and SSA transmission, and federal and state filing options. Recipient copies can be downloaded, delivered electronically or printed and mailed through optional paid services. Filing is charged per form, with volume-based rates and optional fees for services such as TIN matching, state filing, print and mail, and e-delivery; there is no subscription or signup charge.Starting Price: $1.99/form -
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AttorneyCore
AttorneyCore
AttorneyCore is legal practice management software for U.S. law firms, with an initial focus on personal injury practices. It brings client intake, contacts, matters, documents, tasks, calendar events and deadlines into a shared workspace, with time tracking, billing, invoices and client communication linked to matter work. The platform includes browser access and a Windows desktop client; the desktop client is listed with the AI Pro plan. Eligible plans include client portals and trust and retainer tracking. Optional AI workflows can help create matter summaries and draft client updates for attorney review; availability depends on plan and provider configuration. Plans are priced per active user, with monthly and annual billing options, and larger firms can inquire about custom workflows and rollout. Firms remain responsible for verifying deadlines, legal references, financial records and AI-generated work.Starting Price: $49/user/month -
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Hyperdoc
Hyperdoc
Hyperdoc is a purpose‑built SaaS platform that automates ATO document handling for Australian accounting firms. Instead of spending hours downloading, renaming, saving and forwarding ATO correspondence, your team manages the entire process in one secure, centralised workflow. With direct integration to the ATO, Hyperdoc automatically retrieves new ATO documents as they become available — no more logging into portals or chasing missing correspondence. Sensitive data, including TFNs, is automatically redacted before anything is sent to clients, reducing compliance risk and removing manual admin. Hyperdoc streamlines your client communication with customisable, pre‑built email templates and auto‑generated client‑ready drafts. Documents are automatically classified, assigned to the right client entity and routed for review, so your team can process more work with fewer follow‑ups and less rework.Starting Price: $100 -
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CaseFunders
CaseFunders
CaseFunders is a legal payment and client financing platform built specifically for law firms. It helps attorneys remove financial barriers by offering clients flexible payment plans while allowing firms to receive approved legal fees upfront. The platform includes secure payment processing, client financing, payment links, a client payment portal, trust-compliant workflows, and a centralized dashboard for managing payments, funding requests, approvals, and transaction history. Law firms can accept ACH and credit card payments, automate payment collection, improve cash flow, and increase client conversions without taking on collection risk. CaseFunders charges no setup fees, no monthly subscription fees, and no annual contracts. It is designed for law firms of all sizes looking to simplify legal payments, improve collections, and make legal services more accessible to prospective clients.Starting Price: Free -
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SmartFlowPros
SmartFlowPros
SmartFlowPros is a cloud-based email outreach and follow-up platform for recruiters, staffing firms, small sales teams, and agencies. It connects to Microsoft 365 or Gmail/Google Workspace so users can send personalized, multi-step sequences from their own mailboxes. Users can create AI-assisted email copy, import contacts by CSV, schedule follow-ups, and monitor opens, replies, and bounces. Future messages can stop automatically when a recipient replies or a message bounces. The platform includes a reply inbox with AI-assisted draft suggestions, email warmup, deliverability checks, and team workflows. CRM sync is documented for HubSpot, Salesforce, and Pipedrive, with Calendly scheduling support. Recruiting workflows include candidate follow-ups and interview reminders; other uses include client and prospect outreach. SmartFlowPros is accessed through a web application.Starting Price: $49/user/month -
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Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
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Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month -
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Ardela
Ardela Limited
Ardela is an AI workspace for legal teams to draft, review and analyse documents. Work with your firm’s templates, compare information across files, and use Clara, your AI assistant, to refine work while staying in control of every change. Built-in voice capture and meeting transcription turn conversations into documents.
