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What is Float?

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.

What is Curo Matter Management?

Addressing the key concerns of your clients requires insightful quotations, practical financial strategies, and well-structured team arrangements. By implementing creative pricing models, thorough analyses, and proficient matter management within a single platform, you can significantly improve profitability while enhancing the client journey. It is vital to find a harmony between the firm's ambitions and the clients' expectations to ensure high-quality service delivery. Customizable fee structures can be designed to increase profits while fulfilling client needs, with team assets strategically positioned for optimal productivity. Emphasizing proactive involvement, instead of merely reacting to situations, yields better results at the matter level. With Curo's capability to monitor real-time expenses against the budget, your team receives alerts on any financial overruns during the course of the matter, which helps maintain expenditure control and protects against unanticipated write-downs. A deep comprehension of client needs, combined with diligent management of the matter scope—down to the smallest tasks—empowers your team to deliver unparalleled service tailored to each client's requirements. Furthermore, the seamless integration with billing systems facilitates the direct import of client terms and rates into quotations, allowing for accurate projections. This comprehensive strategy not only optimizes operational efficiency but also cultivates deeper client relationships, ensuring loyalty and long-term success. Ultimately, the commitment to understanding and exceeding client expectations will distinguish your firm in a competitive landscape.

Media

Media

Integrations Supported

Aprimo
Asana
Google Calendar
Jira
Linear
Microsoft Outlook
Slack
Teamwork.com
Trello
Zapier

Integrations Supported

Aprimo
Asana
Google Calendar
Jira
Linear
Microsoft Outlook
Slack
Teamwork.com
Trello
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$6.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Float

Date Founded

2012

Company Location

United States / Remote

Company Website

www.float.com/

Company Facts

Organization Name

Fulcrum GT

Company Location

United States

Company Website

fulcrumgt.com/solutions/curo

Categories and Features

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Categories and Features

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