Compare Correct Will vs. eState Planner

8am 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.

Filevine, powered by LOIS (Legal Operating Intelligence System), is an advanced AI-native platform designed to transform how legal teams manage their work. It provides a single source of truth by unifying data, documents, workflows, and team collaboration in one system. The platform enables legal professionals to perform tasks such as fact verification, deposition preparation, and case management with greater efficiency. LOIS leverages contextual intelligence to analyze the full scope of legal matters, delivering precise insights and recommendations. It includes features like document management, contract management, billing, time tracking, and analytics to support end-to-end legal operations. The system automates workflows and connects information across cases, reducing manual effort and improving consistency. Its agentic capabilities allow the platform to plan, act, and adapt to achieve specific legal outcomes. Filevine is designed to enhance visibility and decision-making across organizations. It supports both enterprise and government use cases with scalable infrastructure. By integrating intelligence into daily workflows, it improves productivity and operational efficiency. Ultimately, Filevine helps legal teams work smarter and deliver more effective results.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.

CredentialStream® incorporates patented technology that provides everything necessary for requesting, gathering, and validating information about a provider, all to establish a reliable Source of Truth for downstream processes. With a modern platform that is continuously updated, along with best-practice content libraries and industry-leading data sets, CredentialStream stands out as the most comprehensive provider lifecycle management solution available.

Scalable, secure, and proven, 3D Cloud is the enterprise 3D platform trusted by Lowe's, Ashley, Macy's, HNI, La-Z-Boy, and more with specialized 3D apps and 3D content management for furniture, kitchen, bath, decking / outdoor, storage, and closets, Build, deploy, and manage all your 3D applications including Web AR, Product Configurators, 3D Room Planners and more -- across all devices and channels. Launch in just 8-10 weeks.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

AgeChecker.Net offers a seamless checkout process while ensuring that your website adheres to the most current age regulations relevant to your field. With the ability to verify over 90% of customers instantly through our vast database of reliable records and advanced matching technology, we help you stay compliant with the latest FDA age standards, state regulations, and merchant account guidelines. Our customizable verification rules allow you to tailor the experience to your needs, minimizing cart abandonment and alleviating customer frustration often seen with other systems. Customers undergo verification directly on your site during the checkout phase, making us a genuine age verification solution rather than just a temporary pop-up. We utilize sophisticated identity networks to cross-reference customer details from your checkout form, ensuring they fulfill your minimum age standards. Compatibility with all leading e-commerce platforms ensures that integration is hassle-free, and as customers proceed to place their orders, a prompt from AgeChecker.Net will appear to clarify the verification process and its necessity. This commitment to transparency not only enhances the user experience but also builds trust with your clientele.

Service Center by Office Ally is trusted by more than 80,000 healthcare providers and health services organizations to help them take complete control of their revenue cycle. Service Center can verify patient eligibility and benefits, submit, correct, and check claims status online, and receive remittance advice. Accepting standard ANSI formats, data entry, and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

ARGOS Identity provides AI-powered identity verification, fraud prevention, KYB, and workflow automation solutions for businesses operating in regulated and high-risk industries. ARGOS ID Check enables organizations to verify customers remotely using identity document authentication, facial recognition, selfie verification, liveness detection, AML screening, age verification, and additional fraud signals. The platform supports identity documents from more than 200 countries and is designed for fintech, gaming, virtual assets, e-commerce, telecommunications, and other digital platforms. Businesses can configure their verification process by selecting the modules that match their compliance requirements and risk tolerance. ARGOS can help identify forged documents, deepfakes, duplicate users, bots, VPNs, and suspicious activity while maintaining a fast and straightforward onboarding experience. For business verification, ARGOS Omni automates KYB and compliance workflows. Omni supports document collection and extraction, business registry searches, ownership and UBO identification, AML screening, case management, and audit reporting. Custom workflows and decision rules help teams reduce manual reviews and apply compliance policies consistently. ARGOS gives businesses one flexible platform for verifying people and companies, preventing fraud, lowering operational costs, and scaling compliant onboarding.

You need more than just a way to exchange documents. You need capabilities such as AI-enhanced redaction. You need an integrated Q&A tool with advanced workflow features. You need a defensible source of truth. You need Datasite Diligence. Datasite provides the most trusted VDR in M&A. Over 14,000 projects are created annually on Datasite. Designed with industry-leading functionality and game-changing productivity tools, due diligence doesn’t get in the way with Datasite Diligence.