The full stack for independent operators.
Six modules. One platform. Built to work together.
CRM
Companies, contacts, leads, and cases with full history. Pipeline stages, activity timelines, and AI context on every record. No enterprise bloat.
Unified Inbox
Multi-account email in one view. Smart labels, threaded conversations, and two-way sync with your CRM so context travels with the message.
Desk
Rich-text document system. Create notes, SOPs, memos, and proposals — link them to any client, deal, or case record. File storage included.
Projects
Native project management with Kanban, table, and Gantt views. Assign tasks, track priorities, manage deadlines across every client engagement.
Business Vault
One place for entity docs, ownership records, insurance, licenses, and key dates. Expiration reminders so nothing falls through the cracks.
Archie AI
Agentic AI chief of staff. Reads your CRM, searches the web, writes documents, executes tasks, and builds a persistent memory of your practice.