NaviPlan
NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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8am
8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.
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Leopard BI
Leopard BI Suite is a dedicated platform for business intelligence and legal analytics tailored specifically for the legal industry, offering extensive, data-oriented insights, benchmarking, and predictive analytics that help law firms, recruiters, corporate legal departments, and law schools make informed strategic decisions in a competitive environment. With more than twenty years of meticulously gathered legal market intelligence, this suite provides a variety of powerful reports and tools that allow users to identify attorney connections for business expansion, assess firm performance through various metrics like financial performance, staffing ratios, diversity, and growth trends, as well as identify potential opportunities such as merger and acquisition candidates, lateral hires, and recruitment priorities. Furthermore, it incorporates advanced predictive analytics and trend reporting features that not only anticipate outcomes but also reveal actionable insights concerning attorney retention, overall firm vitality, and the evolving dynamics of the legal landscape, thereby enabling users to remain proactive in adapting to industry shifts. In essence, the Leopard BI Suite is designed to furnish its users with essential tools and insights to adeptly navigate the intricate complexities of the legal sector and maintain a competitive edge in their respective fields. Additionally, by leveraging this suite, users can enhance their strategic planning processes and improve overall operational efficiency.
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BigHand Matter Pricing
BigHand Matter Pricing stands out as a cutting-edge solution that employs artificial intelligence to assist law firms with budgeting, pricing, and tracking, thereby significantly improving their financial management across various cases. This platform integrates effortlessly with existing practice management systems, empowering pricing teams and attorneys to achieve exceptional financial outcomes through data-driven strategies for budgeting and cost evaluation, alongside optimizing resource allocation and minimizing write-offs, while also delivering clear and transparent reports to clients. By improving the financial oversight of legal matters, firms can enhance their profitability and provide increased value to their clients simultaneously. Users have the flexibility to create both simple and complex budgets tailored to client specifications and can track key performance indicators in real time. Utilizing historical data enables firms to make strategic decisions about resource allocation and fee structures, leading to the identification of the most profitable pricing models. Furthermore, by reducing the inefficiencies linked to manual reporting processes, firms can substantially boost their earnings and make better financial decisions, fostering a more efficient operational landscape. In addition to its financial tracking capabilities, this innovative tool also establishes a foundation for long-term growth within law firms, ensuring they remain competitive in a rapidly evolving legal landscape. As a result, the integration of BigHand Matter Pricing not only streamlines financial management but also enhances client satisfaction and retention.
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