Client Experience Sites

Suralink is a comprehensive client engagement platform designed to streamline document management and workflow processes for various industries, including audit, tax, and legal services. With features such as request list management, secure file sharing, and e-signatures, Suralink enhances efficiency and improves client experiences. Trusted by over 1,000 firms globally, Suralink significantly reduces document collection time by up to 50%.

Balglobal, also known as BAL Immigration Law, is a prominent global immigration law firm dedicated to powering human achievement through its extensive immigration expertise. With over 40 years of experience, Balglobal offers people-centered client services and innovative technology solutions. The firm's comprehensive approach ensures that clients benefit from a wealth of legal knowledge and data analytics, tailored to meet their unique immigration needs.

Pixieset is an all-in-one platform designed specifically for modern photographers to host, share, deliver, proof, and sell their work online. It provides beautiful client galleries that enhance the experience of sharing and delivering photos. The platform includes features such as digital delivery, online proofing, and an integrated store for prints and downloads, making it a comprehensive solution for professional photographers.

Zywave is a leading provider of insurtech solutions designed to optimize operations and enhance service delivery for insurance organizations. Through its integrated technology platform, Zywave offers customizable tools that streamline workflows across various insurance sectors, including employee benefits, commercial lines, and personal lines. The platform aims to drive growth and efficiency by leveraging data, analytics, and digital distribution.

Northlane, now operating as Onbe, specializes in providing on-demand payment solutions for businesses. With over 25 years of experience in the payments industry, Northlane has successfully managed and modernized business-to-individual disbursements, serving thousands of clients and facilitating over $100 billion in payments. The company focuses on delivering efficient payment experiences while minimizing the costs and complexities associated with in-house payment processing.

Copilot is a comprehensive client portal software designed for service businesses, streamlining client interactions through secure messaging, billing, file-sharing, and more. It provides businesses with a modern and branded experience that enhances client relationships and operational efficiency. Trusted by over 1,000 businesses and 1 million clients, Copilot offers various tools to onboard clients, deliver services, and manage payments seamlessly.