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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Canopy
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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Alert Communications
Our dedicated bilingual call answering service is available 24/7 throughout the entire year and offers a variety of services including message taking, call forwarding, customer support, and appointment scheduling. Tailored specifically for law firms, this service allows you to screen potential clients based on your requirements and evaluate their suitability for your services, or refer them to other resources when needed. The legal intake specialists from our answering service oversee leads from the initial contact to the e-signature phase, seamlessly integrating with your existing CRM or case management system. By transforming website visitors into active cases, our service ensures consistent communication with clients, no matter where they are located. We also equip you with the necessary tools to manage and capture a significant influx of leads from television, radio, and online marketing campaigns, utilizing our advanced solutions and proven methodologies. Our live answering service, manned by skilled intake specialists well-versed in the legal field, guarantees quick responses to all incoming and outgoing leads for your law practice, boosting overall efficiency and client satisfaction. With our all-encompassing service, you can concentrate on what truly matters: practicing law and effectively meeting the needs of your clients, while we handle the complexities of lead management for you. This partnership not only enhances your operational workflow but also positions your firm for greater success in a competitive market.
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Assembly Neos
For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.
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