
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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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.
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Leopard BI
Leopard BI Suite serves as a specialized business intelligence and legal analytics platform designed exclusively for the legal sector, providing comprehensive, data-driven insights, benchmarking, and predictive analytics that assist law firms, recruiters, corporate legal departments, and law schools in making well-informed strategic choices in a competitive landscape. Drawing upon over two decades of rigorously curated legal market data, this suite features an array of robust reports and tools that enable users to discover attorney connections for business growth, evaluate firm performance across various metrics such as financials, staffing ratios, diversity, and growth trends, as well as pinpoint opportunities like merger and acquisition targets, lateral hires, and recruitment focuses. Additionally, it integrates sophisticated predictive analytics and trend reporting capabilities that not only forecast outcomes but also uncover actionable insights related to attorney retention, overall firm health, and the dynamics of the legal market, thus empowering users to stay ahead of industry changes. Ultimately, Leopard BI Suite aims to equip its users with the necessary resources to navigate the complexities of the legal landscape effectively.
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BigHand Matter Pricing
BigHand Matter Pricing is an innovative tool that leverages artificial intelligence to assist law firms in effectively budgeting, pricing, and tracking their matters from a financial perspective. This solution, which integrates seamlessly with practice management systems, enables pricing teams and attorneys to secure improved financial results by utilizing data-driven budgets and cost assessments, optimizing resource allocation, minimizing write-offs, and providing transparent reporting to clients. By enhancing financial management of legal matters, firms can boost their profitability while delivering greater value to clients. The platform allows for the creation of both simple and intricate budgets tailored to client needs, facilitating the real-time calculation of essential key performance indicators. Additionally, it harnesses historical data to guide decision-making and offers options for selecting various resources and fee structures to forecast the most advantageous pricing strategies. Ultimately, this tool not only helps increase a firm's profits but also eliminates inefficiencies from manual reporting processes, empowering legal professionals to make more informed financial choices. Moreover, it fosters a comprehensive understanding of matter profitability, enabling firms to thrive in a competitive landscape.
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