139 Integrations with Clio
View a list of Clio integrations and software that integrates with Clio below. Compare the best Clio integrations as well as features, ratings, user reviews, and pricing of software that integrates with Clio. Here are the current Clio integrations in 2026:
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1
Rippling
Rippling
Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.Starting Price: $8 PEPM -
2
Dialpad Connect
Dialpad
Dialpad Connect is an AI-powered unified communications platform that combines voice, video, and messaging to enhance team collaboration and customer interactions. It features real-time call transcription, automated call summaries, and AI-generated action items to help users stay focused during conversations. The platform integrates seamlessly with popular business apps like Salesforce, Zendesk, Microsoft Teams, and Google Workspace to streamline workflows. Designed for businesses of all sizes, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA and robust disaster recovery. Security and privacy are core priorities, meeting standards like GDPR, HIPAA, and SOC 2 compliance. Dialpad Connect helps companies elevate customer experiences while boosting team productivity.Starting Price: $15 user/month -
3
FreshBooks
FreshBooks
Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.Starting Price: $6.30/month -
4
Xero
Xero
Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.Starting Price: $20/month -
5
Shift
Shift Technologies Inc.
Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on.Starting Price: Free -
6
Axis LMS
Atrixware
Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.Starting Price: $169/month -
7
Birdeye
Birdeye
irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.Starting Price: $250/month -
8
Time Tracker by eBillity
eBillity
Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere.Starting Price: $11.20 per user per month* -
9
Kanban Zone
Kanban Zone
Kanban Zone is a Visual Collaboration System that embeds the Kanban method pioneered by Toyota, into the most intuitive and flexible no-code interface. Get started fast with templates and experts ready to help you visualize your work in the most effective way. Founded by Agile coaches, who since 2003 have been empowering organizations such as American Express, Choice Hotels, and Mayo Clinic to be more efficient. Get into the Kanban Zone by focusing on the right work at the right time, to achieve maximum productivity with minimum wasted effort. Measure key Kanban metrics like throughput (performance) and cycle time (responsiveness) to ensure that you are always improving the way you work. For more information, schedule a demo or start a free trial at kanbanzone.com.Starting Price: $5.00/month -
10
Kixie PowerCall & SMS
Kixie
Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required! -
11
Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.Starting Price: $9 per month -
12
Microsoft 365
Microsoft
Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.Starting Price: $9.99/month -
13
Mailchimp
Intuit Mailchimp
Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.Starting Price: $9.99 per month -
14
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
15
Dropbox
Dropbox
Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.Starting Price: $12.50 per month per user -
16
Box
Box
Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIsStarting Price: $5 per month -
17
Maintenance Care
Maintenance Care
Maintenance Care is a full-featured CMMS (computerized maintenance management system) offers preventive maintenance, asset tracking, document storage, reporting dashboards, numerous integrations and even more features designed to help you maintain the health and standards of every facility under your umbrella. Anyone can learn and begin using our CMMS with ease — no tech experience is required. Maintenance Care can be accessed online or via mobile app. All paid plans include unlimited users — this means no extra cost per seat. Our Always Free plan offers completely free online work order management that can be accessed instantly. Cost-effective paid plans include more robust features anyone can quickly learn and start using. Maintenance Care is used by hundreds of thousands of professionals in industries around the world, including aviation, education, government, healthcare, hospitality, manufacturing, property management, senior care, transportation and small businesses.Starting Price: $100/month (Unlimited Users) -
18
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.Starting Price: $9/month (normally $15/month) -
19
Constant Contact
Constant Contact
We deliver for small businesses with powerful tools to simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we help you build strong connections and generate powerful results. - Grow your audience Build your list fast with landing pages, social media lead ads, and more. - Deepen customer relationships Create professional emails, segment your list and automate your messages to drive more engagement and sales for your business. - Simplify your social media Create and manage social posts and ads to generate awareness, drive leads and promote growth, all from one place. - Sync with the apps you're already using Connect with digital tools you're already using to grow your business and sell more online, faster.Starting Price: $12 per month -
20
Zapier
Zapier
Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks. Zapier Agents allow businesses to automate real-world tasks by creating custom AI-powered teammates.Starting Price: $19.99 per month -
21
HubSpot Operations Hub
HubSpot
As companies scale, systems break. Every team builds their own process, data gets siloed, and efficiency tanks. To grow better, operations teams need the tools that make them central to growth — not an afterthought. Whether you’re part of a central RevOps team or run Ops for a single department, Operations Hub gives you a unified toolset that connects apps, cleans customer data, and automates business processes under one central CRM platform. The result? An efficient, aligned, and adaptable business that delivers a friction-free customer experience. Keep your apps and data in sync in an easy, no-code package. Get bidirectional sync, custom field mappings, filtering, and historical syncing so all your teams stay aligned. Eliminate time-consuming data cleanup. Automatically fix date properties, format names, and more with new out-of-the-box automations. Enjoy the flexibility to store and customize all your data in HubSpot.Starting Price: $50 per month -
22
Gmail
Google
Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.Starting Price: $0 -
23
HubSpot Marketing Hub
HubSpot
Grow your traffic, convert leads, and prove ROI with HubSpot Marketing Hub. An all-in-one inbound marketing software, HubSpot offers the tools that brands and marketing professionals need to build and launch effective campaigns that help their business get noticed. This includes search engine optimization (SEO), writing blogs & creating web content (CMS), leveraging social media like Facebook, LinkedIn & Twitter, and more. With Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place. Drag and drop your way to polished landing pages and email templates. Quickly publish blog posts that establish you as an authority on any subject and help you get found online. And you’ll be ready for visitors from any device because your content is responsive right out of the box. Get real-time SEO suggestions, and create a content strategy that adapts to the way modern search works. And much, much more.Starting Price: $50 per month -
24
Robly
Robly
Robly is an email service provider designed for businesses of all sizes, specializing in supporting charities, non profits, education sections and religious organizations. Leveraging proprietary automation and AI technology, it helps beginners and experts achieve up to 50% higher open rates and grow email lists up to four times faster. Robly’s tools dynamically deliver emails when subscribers are most likely to open, automatically re-targets non-openers, and protects sender status by segmenting and suppressing sends to unengaged users. Founded in 2013, the company is headquartered in New York City. Robly was recognized as a 2022 Email Marketing Data Quadrant Award winner by SoftwareReviews, and was voted Category Leader, Quality choice and Happiest Users Champion on Crozdesk and Leader on G2.Starting Price: $15.00/month -
25
PayPal
PayPal
9 million merchants rely on PayPal to build, run, and grow their business. Get the tools, products, financing, and support you need to help establish or grow your business – from processing payments and building a website to shipping and marketing. We even give you access to business loans* that can provide merchant funding to help you start and drive future growth. Get paid online or in-person. Whether you need online invoicing, a customized checkout for your website, or a card reader for processing on-the-go transactions, we have a solution for your business. Choose from a selection of products and services designed to simplify your day-to-day operations, like tools for tracking payments, printing shipping labels, and so much more. Explore merchant lending options that can provide you with fast access to the money your business needs now, plus a way to offer your customers financing that lets them pay over time, while you get paid upfront.Starting Price: Free -
26
Apptoto
Go-Cort
Scheduling a meeting is half the battle; getting clients to show up on time and prepared is the other half. Apptoto Appointment Reminders help eliminate no-shows and late arrivals by 90%. Save time and money by sending fully customizable and interactive appointment reminders and confirmation requests via text, email, or voice call for your existing appointments. You'll get real-time updates to your calendar and inbox plus daily reports as well. Apptoto is designed to work with your existing workflow and calendar. Remain in complete control of your calendar while Apptoto works in the background for you.Starting Price: $29 per month -
27
Smith.ai
Smith.ai
Smith.ai is a leading provider of 24/7 virtual receptionist services, combining artificial intelligence with live, North America-based agents to deliver exceptional customer engagement. Their offerings include call answering, lead qualification, appointment scheduling, and payment collection, all tailored to meet the unique needs of businesses across various industries. By integrating with popular CRM and calendar systems, Smith.ai ensures seamless communication and efficient client management. Their AI-driven technology enhances service accuracy and responsiveness, while human receptionists provide a personalized touch, resulting in improved client satisfaction and increased lead conversion rates. With transparent pricing and customizable plans, Smith.ai offers scalable solutions designed to help businesses grow and succeed.Starting Price: $140/month -
28
Cognito Forms
Cognito Forms
Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.Starting Price: $19 per month -
29
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
30
GoTo Connect
GoTo
GoTo Connect is the all-in-one cloud communications platform for businesses of any size, combining voice, video, messaging, and advanced features on a single, easy-to-manage system. Connect from any device—calls, meetings, and chats stay unified wherever you work. Simple deployment, intuitive management, and robust integrations let teams get started fast and scale effortlessly. AI-driven tools like AI Receptionist greet callers, route conversations, and automate tasks—no third-party apps needed. Benefit from 99.999% uptime, award-winning support, and built-in contact center features to grow your business and create seamless customer experiences. GoTo Connect: reliable communications, powered by modern automation and built for business success. -
31
Egnyte
Egnyte
Egnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.Starting Price: $10 per user per month -
32
Campaign Monitor
Marigold
Turn customers into raving fans with Campaign Monitor by Marigold, a powerful email marketing and automation platform that offers the tools to help drive real, bottom line, business results. With Campaign Monitor, building email campaigns that convert is easy. Simply use Campaign Monitor's drag-and-drop email builder and choose from hundreds of beautiful and professionally-designed templates. The platform also comes with a wealth of tools for creating personalized customer journeys, creating smart segments, and building one-to-one relationships with every email subscriber.Starting Price: $9.00 per month -
33
Soluno
Devlos Software
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
34
Cyfe
Cyfe by Traject
Cyfe is a business intelligence platform that helps businesses of all sizes with KPI monitoring, search engine optimization, scheduling, social media marketing, custom reports, data export & archiving and more. Find the perfect online dashboard template, connect your data, and start monitoring your KPIs. Modify the template to meet your business needs. From zero to data in under 5 minutes, get started quickly with a free plan or one of our free 14-day trials. Create dashboards to visualize data for your individual departments, the C-suite or all of your clients. Everything from analytics, to sales, social, and online reviews. Pull data from popular services like Google and Salesforce with over 100 integrations and 250+ metrics included out of the box. Get set up in minutes by configuring pre-populated widgets including Google Analytics, Facebook Pages, Facebook Ads, Grade.us, SERPs, Moz, Twitter, Mailchimp, and Instagram.Starting Price: Free -
35
Text Request
Text Request
Text Request is the business texting platform built to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the noise and connect with customers whenever you want, wherever you work. Text Request is designed to scale with you, from one person handling a few conversations, to thousands of employees sending millions of messages, to custom solutions built on our API. Learn more about how we help busy business leaders like you with conversational texting and customer engagement on our website. The text messaging service crafted to cut through the noise, so you can connect with customers anytime, anywhere.Starting Price: $59 per month -
36
Formstack
Formstack
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
37
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
38
Gravity Forms
Rocketgenius
Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.Starting Price: $59 per year -
39
Wishpond
Wishpond Technologies
Reach new customers and increase sales, affordably. Get the all-in-one marketing platform you need to grow your business and a team of experts doing the work for you. Join thousands of companies that trust and use our marketing solutions on a daily basis. Get all the tools you need to create online marketing campaigns to boost sales and generate leads. Beyond all the tools, you can also get your own expert Marketing Team of copywriters, Facebook Ads and Google Ads Experts, designers, video editors, SEO specialists and more – all working towards your business goals. Build your dream website with the best website builder for small businesses. Use the builder’s powerful marketing tools to create a website that attracts more traffic and increases conversions.Starting Price: $299.00/month -
40
8am LawPay
8am
For more than a decade, 8am™ LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.Starting Price: $20 per month -
41
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
42
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
43
Verify 365
Verify 365
Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.Starting Price: $2,50 per verification -
44
NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits. -
45
InvoiceSherpa
InvoiceSherpa
Enhance your cash flow management by implementing an automated accounts receivable system to expedite invoice processing. InvoiceSherpa's state-of-the-art software effectively handles overdue invoices and seamlessly integrates with leading accounting platforms. InvoiceSherpa offers a comprehensive suite of management tools to streamline your accounts receivable processes, ultimately accelerating your cash flow cycle and enhancing your financial performance and client relations. * Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system.Starting Price: $49.00/month -
46
Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
47
Teamleader
Teamleader
As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?Starting Price: $25.00/month/user -
48
LexWorkplace
Uptime Legal Systems
LexWorkplace provides cloud-based, matter-centric document and email management for law firms of 5 - 100 Users. Features include full Windows and Mac compatibility, full-text search, OCR, version management, Outlook integration, document tagging & profiling, document check-in/out and more. Next level of law firm document management software, LexWorkplace is cloud-based document and email management, built exclusively for law firms. Matter documents, email, video, audio, notes and more–all in one place. Manage document versions. Create tags to organize your documents. Automatically OCR, search for and find the documents you need. LexWorkplace is a robust DMS with the simplicity of the cloud. Stop using Outlook folders (or Practice Management software) to manage matter-related emails. Save important emails right to a matter without leaving Outlook. Save attachments, index and search across.Starting Price: $395/Month -
49
ForwardAI
ForwardAI
ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.Starting Price: First 25 Companies Free -
50
Memtime
Memtime
Memtime is a fully automatic time tracking tool for Windows , Mac OS & Linux, which captures every minute you spend working on different projects. While running in the background, Memtime tracks every computer activity down to the second - no matter if it's your work in different programs/files, every e-mail, browser tab, or calendar entry. That means, you can focus on your work, while the tool visualizes your working day as a timeline. At the end of the day, you know immediately what you've worked on - and make your time entries right next to it via click & drag. Memtime cannot be used for monitoring processes. All data is stored exclusively on your device. No boss, no colleague, not even us a Memtime can see what you've worked on. Next to fully automatic tracking, Memtime offers seamless integration to +25 project management tools. This allows you to import all your projects - track time on projects in Memtime - and export all your time entries with just one click.Starting Price: $14/user/month
