Built for the work.
Connected by design.

From source files to structured answers.

Turn invoices, financial statements, contracts, and other documents into spreadsheet-ready data. Define the fields that matter, let AI extract them, and review the results before you export.

• Reusable extraction templates for recurring work
• Editable results with Excel, CSV, and Google Sheets exports
• Google Drive connections and email-triggered automations

Made for Investment statements, invoice processing, and contract data.

Your data. In the right places.

Use spreadsheets, supporting documents, or Universal Document Analysis results to complete PDF and Word forms. Save a target form once and reuse it for the next client or reporting period.

• AI mapping from source data into form fields
• Batch output per source file or spreadsheet row
• Reusable templates with PDF and Word downloads

Made for Recurring client forms and document packages.

One request list. Every piece of evidence.

Build a request list for each client and period, then collect responses through a secure client portal. Keep uploads, conversations, and review decisions attached to the work they support.

• Request templates, owners, due dates, and reminders
• Versioned evidence with accept-or-return review
• Excel trackers, evidence packages, and exportable audit trails

Made for Audit support, close requests, and client evidence collection.

Know the relationship. Move the pursuit forward.

Organize accounts, contacts, opportunities, and engagements in a CRM built for professional firms. Keep relationship activity and clearance decisions in the context of each client pursuit.

• Account and contact records with relationship activity
• Opportunity pipelines and firm growth reporting
• Conflict and independence clearance with access controls

Made for Business development, client relationships, and new-work clearance.

Connect the plan to the work and the billing.

Manage projects, people, and deadlines alongside time, expenses, and invoices. Give each engagement a shared home, from the first intake form to delivery and reporting.

• List, board, calendar, timeline, and Gantt views
• Intake forms, automation rules, goals, and workload planning
• Timesheets, expenses, invoicing, and delivery dashboards

Made for Client engagements, recurring projects, and team coordination.

Reconstruct your day without starting a timer.

Chrona uses desktop activity captures and AI to build a searchable work timeline on Mac and Windows. Review your day, then sync timeline summaries to the firm dashboard for time reporting.

• Automatic activity timelines with summaries and categories
• Personal review, Ask chat, and a work journal
• Device pairing, firm-wide time reporting, and CSV exports

Made for Reconstructing client work and understanding where team time goes.

Less certificate filing. More learning.

Turn continuing professional education documents into an organized tracker. Choose a state template, upload your certificates, and review extracted details in an editable sheet, at no cost.

• State-specific templates for CPE tracking
• Certificate uploads and AI extraction into editable rows
• Downloadable spreadsheets for your records

Made for Organizing course completions and professional education records.