Discover the Tools that Simplify Your Firm's Workflows
and Boost Your Efficiency
Empower your team with tools that simplify tasks, improve collaboration, and drive results.
Explore our features
AI & MCP
Connect your firm's practice data to the AI tools you already use — ask better questions, get real answers, grounded in live context.
Open APIs
Integrate seamlessly with your existing tools. Our open, fully-functional APIs give you complete data flexibility, ensuring you control your firm’s unique digital ecosystem.
Bespoke Workflows
Design custom workflows that anticipate next steps, track deadlines, and adapt to changing needs, streamlining every engagement while keeping teams aligned.
Smart Tasks
Ability to add a range of tasks such as: milestones that trigger invoices, form tasks that allows you add jurisdictions with due dates, or even call an API webhook that allows you to supercharge your workflows even more
Project & Workflow Management
Keep every crucial detail in one place. Manage due dates, attach notes, and track tasks seamlessly, ensuring nothing falls through the cracks.
Auto Milestones
Automatically capture the date a task gets done — no manual updates needed.
Automatic Rollover
Set a rollover date once, and every project tied to that template rolls forward on its own.
Jurisdiction & Due Date Management
Stay ahead of every federal and state filing requirement. ModernPM monitors your due dates, so your team doesn't have to.
Automated Billing
ModernPM automates every step of the billing cycle — so your team spends less time chasing money and more time doing the work that earns it.
WIP Management
Elegantly manage WIP across periods, team members, and invoices. We have given you more data to keep your hair from falling out (faster)!
Client Payments
A secure portal where billing contacts view and pay invoices in seconds — no login required.
Effortless Time Management
Make time tracking painless with multiple logging options, intuitive interfaces, and truly minimal friction, letting your team focus on delivering value.
Insights & Dashboards
Gain instant insight into project performance, workload distribution, and profitability. Use dashboards to transform data into informed decisions and confident action.
Bulk Data Management
Easily manage team rates, invoices, clients and more in bulk turning hours into minutes.
User-Friendly Interfaces
Experience a clean, intuitive interface with clear visuals and accessible features. Find what you need, when you need it, without unnecessary complexity, for streamlined operations.
Multi-Entity Ready
Whether it’s two entities or twenty, ModernPM keeps projects, invoices, and payments flowing to the right place—automatically. No more manual rework, no more post-closing cleanups, just clean data from the start.
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Security & Permissions
ModernPM builds security into every click. From Single Sign-On (SSO) and Multi-Factor Authentication (MFA) to granular permissions for global teams, you decide who sees what — and nothing more.
