Features
Everything your practice runs on, in every seat
There are no feature tiers. Every firm gets the whole product for the same price per seat.
Clients and communication
- Accounts for individuals and businesses, with any number of contacts per account
- Labels, custom fields, duplicate detection and merge
- One inbox for secure portal threads, email and text messages
- Message templates, scheduled messages and broadcasts
Documents, e-signature and organizers
- Folders per client with templates, versions and an activity history
- Upload links for people without a portal account
- Organizers that clients fill on a phone or a computer
- E-signature, including Form 8879, with no charge per signature
- Return packages that collect approval, signature and payment in one step
Work and automation
- Pipelines with stages, boards and lists of jobs
- Tasks, recurring job schedules and a deadline calendar
- Automations that send requests and move jobs when clients respond
- Workload and capacity views for the team
Billing, payments and proposals
- Invoices, recurring plans and prepayments
- Proposals and engagement letters with signature and payment
- Card and bank payments at the processor's published rate, with no markup
- Time tracking and work in progress
Client portal and apps
- Your logo, colours and address on every client screen
- Four places for clients: Home, Documents, Billing and Messages
- Every request, organizer and signature in one to-do list
- A small "Powered by FirmHaven" line that you can turn off on any plan
Administration, reporting and AI
- Roles and permissions, passkeys and authenticator apps, and an audit log
- Reports and dashboards on jobs, billing and client response times
- A public REST API, webhooks and an MCP server in every seat
- AI assistance with your own model and key at no extra charge
- Export everything, any day, in open formats
FirmHaven is in development and these features are being built for the beta. Join the waitlist to hear when it opens.