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
Customer Payment
Native ACH and card processing, Built into the platform.
Bespoke Workflows
Design custom workflows that anticipate next steps, track deadlines, and adapt to changing needs, streamlining every engagement while keeping teams aligned.
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.
Effortless Time Management
Make time tracking painless with multiple logging options, intuitive interfaces, and truly minimal friction, letting your team focus on delivering value.
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.
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.
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.
Insights & Dashboards
Gain instant insight into project performance, workload distribution, and profitability. Use dashboards to transform data into informed decisions and confident action.
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.
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)!
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
Bulk Data Management
Easily manage team rates, invoices, clients and more in bulk turning hours into minutes.
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.
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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