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What is firmTRAK?

We are a specialized bookkeeping service and legal consultancy focused on providing actionable financial insights, co-founded by attorneys and accountants to deliver unparalleled accounting solutions tailored for law firms, enhanced by our innovative firmTRAK Visualize application. With a rich decade of experience in offering thorough accounting services and advanced reporting designed specifically for legal practitioners, our founding partner, who actively practices law, possesses an in-depth understanding of the critical needs that enable law firms to prosper. Our expert team is skilled at instilling organizational discipline, ensuring that your online operations function smoothly and effectively. Through the firmTRAK platform, we produce accurate and timely reports that integrate seamlessly with your chosen merchants and technological solutions. Being a small business ourselves, we recognize the dedication required for growth, which fuels our commitment to empowering smaller enterprises. Our unwavering focus on exemplary customer service and transparent communication is central to our philosophy, enabling trades and professional services to thrive. Ultimately, we view our achievements as closely linked to those of our clients, placing their development at the forefront of our objectives, as we strive to be a reliable partner in their journey towards success. By fostering strong relationships and understanding their unique challenges, we aim to provide tailored solutions that drive sustainable growth.

What is Loop?

Create tailored key performance indicators (KPIs) to effectively pinpoint potential challenges. Formulate, assign, and monitor initiatives alongside their results. Ensure compliance with franchise guidelines while empowering your on-ground teams. Through coherent integration from the central office to each individual location and every team member involved, Loop ensures that everyone is focused on shared goals. The platform provides you with a robust set of tools to manage your franchise network, assess performance, maintain standards, and improve the clarity of field team activities. By consolidating your data, you can effortlessly uncover insights that inspire timely actions. Launch initiatives for your teams that enhance efficiency and stimulate business expansion. Benefit from detailed reports on actions taken and increased accountability measures. Experience full customization and oversight of your Loop platform, which also offers options for domain acquisition and branding. Adapt user integration and data visibility according to your organizational structure, while efficient platform hosting is managed for you through Microsoft Azure. This strategy not only simplifies procedures but also promotes strategic decision-making that fosters success across your franchise network. Ultimately, this comprehensive approach empowers your teams to excel and adapt in a dynamic business landscape.

Media

Media

Integrations Supported

Bubblehouse
Clio
CloudX Systems
Gusto
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
Xero

Integrations Supported

Bubblehouse
Clio
CloudX Systems
Gusto
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,891.31 per month
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

firmTRAK

Company Location

United States

Company Website

www.firmtrak.com

Company Facts

Organization Name

Loop

Company Location

United Kingdom

Company Website

loop-bi.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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