Client Portal Software
Branded portals where businesses share documents, updates, and collaborate with external clients.
20
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Subcategories
20
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Active Deals
CosmoLexVerified
Travel and Expense
CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and tru...
View ProfilePike13 FitnessVerified
Billing Automation
Pike13 provides client management and scheduling software for fitness studios, gyms, and service businesses with billin...
View ProfileJane App MHVerified
Client Portal Software
Jane App provides practice management software for health and wellness practitioners with scheduling, charting, billing...
View ProfileMyCaseVerified
Document Management
MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and docume...
View ProfileMyCaseVerified
Document Management
MyCase is a legal management platform providing case management, billing, client communication, and document management...
View ProfileCovetrus PulseVerified
Supply Chain Management
Covetrus Pulse provides veterinary practice management software with clinical records, scheduling, billing, inventory,...
View ProfileKarbonVerified
Workflow Automation
Karbon is a collaborative practice management platform with AI-powered triage, workflow automation, and client manageme...
View ProfileArrowsVerified
AI Customer Onboarding
Arrows provides HubSpot-native onboarding plans, sales rooms, and client portals that sync directly with HubSpot CRM de...
View ProfileeVetPracticeVerified
Patient Communication Platforms
eVetPractice provides cloud-based veterinary practice management software with medical records, scheduling, billing, an...
View ProfileClio PaymentsVerified
Legal Billing
Clio Payments provides online payment processing for law firms with trust accounting compliance and client payment port...
View ProfileCARET LegalVerified
Legal Billing
CARET Legal provides integrated legal practice management and billing software with time tracking, trust accounting, do...
View ProfileBill4TimeVerified
Optical Practice Management
Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and c...
View ProfileBuildertrendVerified
Customer Sentiment Tracking
Buildertrend is a construction project management platform for home builders, remodelers, and specialty contractors wit...
View ProfileCanopy TaxVerified
Legal Billing
Canopy provides practice management and tax resolution software for accounting firms with client management and documen...
View ProfileCoConstruct CMVerified
Client Portal Software
CoConstruct provides project management software for custom builders and remodelers with estimating, scheduling, client...
View ProfileCoConstructVerified
AI Workflow Builders
CoConstruct is a construction project management platform specifically for custom home builders and remodelers with est...
View ProfileClioVerified
Payment Processing Platforms
Clio is a cloud-based legal practice management platform providing case management, billing, client intake, and documen...
View ProfilePracticePantherVerified
Workflow Automation
PracticePanther is a legal practice management platform offering case management, billing, CRM, and automation for law...
View ProfileGuideCXVerified
AI Customer Onboarding
GuideCX provides client onboarding software with automated project plans, customer portals, and progress tracking for i...
View ProfileJobberVerified
Patch Management
Jobber is a field service management platform for home service businesses providing quoting, scheduling, invoicing, and...
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