Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
Nasdaq BoardvantageThe board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.
-
iBabsEffortlessly streamline your meetings with iBabs. This powerful app eliminates paperwork, simplifies decision-making, and enhances efficiency. With iBabs, you gain complete control and a comprehensive overview of all meeting details, making it easier to organize and attend meetings. Trusted by 3,000 organizations and over 300,000 users, iBabs ensures secure and automatic management on any device. Years of experience refining board meeting processes means you can make confident, informed decisions every time.
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
MyHub Intranet SoftwareMyHub, a revolutionary cloud-based intranet system that streamlines workflows for businesses, provides a variety of manuals and tools. MyHub is mobile-friendly and allows users to connect with whole teams or just a few members. Projects will run smoothly with MyHub's combination of in-app options for email, social media, as well as the tools necessary to be efficient. Administrators can give their users the ability of managing content, a discussion board, file-cloud-sharing, and many other features.
-
Proton DriveProton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
-
ContractSafeContractSafe is AI-enabled contract management software that actually does what it promises, without the six-month implementation, per-seat charges, or admin overhead that makes most CLM tools their own kind of problem. If you've been through that cycle before (a tool that takes months to deploy, requires a dedicated admin, hides pricing behind a sales call, and still leaves contracts expiring without warning), ContractSafe is the way out. Search is Google-fast across every contract and attachment, including full OCR on scanned PDFs. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content. Smart Search understands your intent rather than requiring exact keywords. None of it needs configuration or a dedicated admin. It works out of the box. Pricing is published publicly. No "contact sales for a quote," no per-seat charges that penalize you for adding users, no implementation fees. Every plan includes unlimited users, automated renewal and key-date alerts, a dedicated Customer Success Manager, and free onboarding assistance. Higher-tier plans add approval workflows, redlining, and built-in e-signature. Security: hosted on AWS, SOC 2 Type II and ISO 27001 certified, HIPAA and GDPR compliant, with data residency options across the US, Canada, EU, and Australia. Most teams are fully operational within hours of signing up. Free trial, no credit card required.
-
8am8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
-
Foxit Document Workflow APIsFoxit delivers a robust set of cloud-native APIs that enable organizations to automate and modernize document-driven workflows at scale. Built on flexible REST architecture, these APIs allow developers to seamlessly create, convert, extract, sign, and display documents within their own applications—improving efficiency while reducing manual processes. The Foxit PDF Services API handles large-scale PDF processing, including conversion, extraction, optimization, and redaction. The Document Generation API streamlines the production of personalized PDFs and DOCX files using dynamic templates and live business data. The Foxit eSign API integrates secure, legally binding eSignature workflows with audit tracking and compliance capabilities. The PDF Embed API provides customizable in-app document viewing with support for annotations, forms, and secure user access. Combined, Foxit APIs give enterprises a secure and scalable platform for digital document automation and workflow transformation.
-
NewOrgNewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.
-
AxeroHundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.
Description
Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.
Description
Clientish serves as a comprehensive client operations platform tailored for agencies, freelancers, consultants, service-driven businesses, and professional teams, effectively managing every stage of the client lifecycle from Lead to Client, Order, Team, Tasks, Communication, Invoice, Payment, Support, and Delivery. This platform encompasses features such as **CRM and lead management, client oversight, service offerings, order tracking, project management, task allocation, coordination of internal and remote teams, role assignments, proposals, invoicing, subscriptions, payment processing, discount coupons, support ticket management, Live Chat, Team Messenger, document sharing, reporting, notifications, and various integrations**. Moreover, it provides clients with a dedicated portal to monitor services, track order statuses, submit project requirements, request changes, manage their invoices and payments, open support tickets, share files, and communicate directly with the business. By consolidating these functionalities, Clientish enables service-oriented businesses to streamline their operations, replacing a patchwork of disconnected tools with a single, organized platform that simplifies client management, workflow, billing processes, communication, support, and project delivery. Ultimately, Clientish empowers businesses to enhance efficiency and improve client satisfaction through a cohesive experience.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Airtable
Yes
App Store
Yes
Cal.com
Yes
Calendly
Yes
ClickUp
Yes
Figma
Yes
Google Analytics
Yes
Google Docs
Yes
Google Drive
Yes
Google Sheets
Yes
Integrations
Airtable
No
App Store
No
Cal.com
No
Calendly
No
ClickUp
No
Figma
No
Google Analytics
No
Google Docs
No
Google Drive
No
Google Sheets
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$29/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Assembly
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
Clientish
Founded
2026
Country
Bangladesh
Website
clientish.co
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
