Four kinds of firm.
One platform each.
Forge specialises rather than generalises. Each of the four has a platform already built, tested and approved — and every real build starts from your firm's own workflow, not from that template.
Accounting & CPA firms
Ledgerly — see the platform →Client records, documents and deadlines in one place — with reconciliation and reporting handled by the platform instead of by hand.
- Client and engagement records
- Document collection and chasing
- Deadline and filing tracking
- Reporting built around the firm
Insurance agencies
Coverly — see the platform →Policies, renewals and carrier detail in a single view, with the follow-up that keeps renewals from slipping running on its own.
- Policy and carrier records
- Renewal tracking and alerts
- Client communication history
- Quote and endorsement workflow
Contractors & trades
CrewFlow — see the platform →Jobs, crews, scheduling and costs on one platform — so the office and the field are looking at the same day.
- Job and site records
- Crew scheduling and dispatch
- Job costing and change orders
- Client updates from the field
Law & consulting firms
CounselCore — see the platform →Matters, intake, documents and billable time in one system shaped around how the practice actually runs.
- Matter and engagement records
- Intake and conflict workflow
- Document handling
- Time and billing
Not on the list? Ask anyway.
The four are where Forge is deepest, not the only work it takes. Thirty minutes on a call is enough to say honestly whether it is a fit.