| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM and marketing automation platform built specifically for law firms to manage intake, nurture leads, and automate client communication. |
| Pricing |
Subscription ($299-$499/month) |
Subscription (Custom pricing) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Legal CRM
- Client intake
- Marketing automation
- E-signatures
- Document automation
- Pipeline management
- Reporting
- Email campaigns
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Purpose-built for law firms
- Good intake automation
- Marketing tools
- E-signatures
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Legal-only market
- Expensive
- Limited general CRM features
- Newer platform
|
