Law · PMS upgrade Law firms on legacy PMS or unknown
Migration for Clio, Smokeball, MyCase, PracticePanther, CosmoLex.
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CPA · tech fit 5–25 person accounting firms
Mid-market CPA stacks — Karbon, Canopy, TaxDome, Ignition.
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Insurance Agencies with no AMS detected
Applied Epic, AMS360, EZLynx, QQ Solutions — AMS migration pitch.
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Real estate Brokerages with 10+ agents
Mid-size brokerage — kvCORE, BoomTown, Follow Up Boss, Chime targets.
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Consulting Consulting firms with no proposal software
PandaDoc, Qwilr, Proposify, Better Proposals pitch.
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Intake gap Law firms with no online intake detected
Client-intake platforms — Lawmatics, Clio Grow, Smokeball, Captorra.
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Engineering AEC firms with no project-management software
Deltek, Unanet, BQE Core — AEC PM platform pitch.
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Small firm Solo + 2-person professional service firms
Solo-tier SaaS — Clio Core, Smokeball Start, QuickBooks Online, Moxie.
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Marketing gap Firms with <50 reviews on Google
Reputation pitch — Birdeye, Podium, NiceJob for pro-services.
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Growth Firms hiring 3+ roles (90 days)
Scaling firms — HR, payroll, benefits, procurement upgrades.
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Credentials Firms with bar/CPA/PE mentions
Licensed operators — compliance and credential-tracking software.
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Client portal Pro-service with no client portal
ClientExperience software — ShareFile, MyCase, SmartVault, Canopy.
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