Firm360 logo

Firm360

by Firm Software · Since 2019
No reviews yet
Active1+ countriesCloud
Quick facts
VendorFirm Software
Year launched2019
StatusActive
LocationRaleigh, NC US
Countries served1+
Languages1
Integrations9+
Free tier
Free trial
Contact sales

About Firm360

Firm360 is a practice management software from Firm Software that supports law firms in managing their operations. It includes time tracking, billing management, and document management so firms can efficiently organize workflows and client information. This platform offers customizable reporting features to help firms analyze their performance and make informed decisions. Additionally, Firm360 provides a client portal that allows clients to access their case information securely. Key capabilities: time tracking billing management document management customizable reporting client portal Best for: law firms that need to improve their operational efficiency and manage client cases effectively.

Firm360 by Firm Softwares offers a robust solution for accounting firms seeking to streamline their operations and enhance productivity. Launched in 2016, this cloud-based practice management software is designed specifically for accounting professionals, integrating a variety of essential tools into a single platform. As a comprehensive practice management system, Firm360 provides features that cover client management, project and task management, document handling, workflow automation, and detailed reporting and analytics. One of the standout aspects of Firm360 is its client management capabilities, which centralize all client interactions and data, facilitating better communication and relationship management. This feature is complemented by a secure client portal, allowing clients to access documents, track project progress, and communicate directly with the firm, thus enhancing client engagement and satisfaction. The project and task management tools are also noteworthy, providing features to track project progress, assign tasks, and manage deadlines efficiently. Workflow automation is another significant feature, designed to reduce repetitive tasks and manual effort, thus improving overall efficiency and productivity.

Pros & Cons

What users like
  • +1. Comprehensive Functionality: Combines multiple practice management features into a single platform.
  • +2. Client Portal: Enhances client interaction and self-service capabilities.
  • +3. Workflow Automation: Reduces manual tasks and increases operational efficiency.
  • +4. Robust Reporting: Provides valuable insights for better decision-making.
  • +5. Data Security: Ensures client information is well-protected.
What users flag
  • 1. Language Limitation: Primarily available in English, limiting accessibility for non-English speaking users.
  • 2. No In-App Marketplace: Lack of additional features or third-party integrations within the app.
  • 3. Pricing Model: The subscription-based pricing may be costly for smaller firms.
  • 4. Learning Curve: New users may face a steep learning curve when transitioning from other systems.
  • 5. Limited Customization: Some customization options may be limited compared to competitors.

Features

Key features

• Client Management
Centralizes client data and interactions, enhancing communication and relationship management.
• Project and Task Management
Provides tools for tracking project progress, assigning tasks, and managing deadlines.
• Document Management
Offers secure document storage, retrieval, and sharing, with advanced search and version control.
• Workflow Automation
Automates repetitive tasks and processes, reducing manual effort and increasing efficiency.
• Reporting and Analytics
Generates detailed reports and analytics for performance monitoring and decision-making.

Additional features

• Time Tracking
Logs billable hours and monitors time spent on tasks for accurate client billing.
• Invoicing
Facilitates creation and management of invoices, including automated billing and payment reminders.
• Client Portal
Secure online access for clients to view documents, track progress, and communicate with the firm.
• Calendar Integration
Syncs with calendars to manage appointments, deadlines, and reminders.
• Customizable Templates
Provides customizable templates for standard documents and workflows.
• Team Collaboration
Features tools for internal communication, file sharing, and project coordination.
• Mobile Access
Offers a mobile app or mobile-responsive interface for access on the go.
• Data Security
Implements robust security measures to protect sensitive client information.
• Integration Capabilities
Connects with other accounting tools and software for a seamless workflow.
• Training and Support Resources
Includes documentation, webinars, and customer support for user assistance.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
10
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇸🇬SGD🇭🇰HKD🇳🇿NZD

No reviews yet

Be the first to drop a review

Alternatives to Firm360

Planyway logo

Planyway

Planyway is a visual project management and resource planning platform designed for teams using Trello,…

HR for Health logo

HR for Health

HR for Health is a specialized HR and payroll platform designed exclusively for dental, medical,…

Instaff logo

Instaff

InStaff is the key infrastructure for businesses with established back-office processes.

WorkStatz logo

WorkStatz

WorkStatz is a workforce management software platform from WorkStatz that supports the tracking and scheduling…

cc logo

cc

SUNUPI is a software platform from CONSI SARL that provides energy management solutions. It offers…

Deltek logo

Deltek

Replicon is an AI-powered time tracking and project management platform from Deltek. It helps businesses…

Often compared with Firm360

Compare any two tools →
Planyway logo
Planyway
Project Management
0.0
HR for Health logo
HR for Health
Time Tracking
0.0
Instaff logo
Instaff
Time Tracking
0.0
WorkStatz logo
WorkStatz
Time Tracking
0.0