Resources

Free Virtual Paralegal E-Book

MODERN MOMENTUM SERIES

Free E-Book: Starting From Zero

In this e-book, we cover actionable ways you can start your business or freelance career, get found online, and find top-paying clients. The guide is split into sections that are easily navigatable based on your current status so you can skip straight to the advice you’re looking for.

Free resources monthly

Get free resources in your inbox monthly. Our resources will help you start and grow your business, and they are all free! Fill out the form below to get the resources.

What do you need?

We have personally used each of the below recommended products and highly endorse them. If you find a platform that meets your needs, but need help with set up, check out our Technology Consulting services to help you get started!

E-mail Marketing

E-Goi

Do you know who’s opened your emails? And who clicked? Where and when? Get to know your client, like no one else. Capture, automate, send, analyze and impact your sales.

Moosend

Build effective strategies and maximize engagement by tracking opens, click, social shares and unsubscribes with the help of powerful analytics.

Get Response

Powerful email marketing software with professional email templates, easy design tools, and proven deliverability. To save time and resources, explore the library of free, professionally-designed email templates.

MailChimp

Helps small businesses do big things, with the right tools and guidance every step of the way. Bring your audience data, marketing channels, and insights together so you can reach your goals faster—all from a single platform.

Automizy

You’ll get a fully integrated automation builder that will lead and inspire you to create high-performing email automations. With the “drag & drop” email editor, anyone can create high-performing emails. No coding skills required.

ConvertKit

Whether you’re sending a welcome series to onboard new subscribers, launching a product, or offering a daily email course, you can set it up and trust that emails get to the right people.

Customer Support Software

freshdesk - Customer support software

Fresh Desk

Use the power of collaborative ticketing and AI to deliver the best customer experience. Leverage the power of your entire organization to deliver customer delight.

live agent - Customer support software

Live Agent

With LiveAgent, your emails, chats, calls, social media mentions, and other channels will end up in one universal inbox and with the help of advanced automation rules.

E-Signatures

PandaDoc - E-Sign documents

PandaDoc

Give your customers the ability to sign digital documents in seconds from anywhere, on any device. With PandaDoc, you’ll be able to streamline the signing process for complex deals with custom signing orders that get you across the finish line.

hellosign - E-Sign documents

HelloSign

HelloSign provides an easy-to-use solution for companies to send documents for signature online, track the progress of requests, and get documents signed directly from their device.

signaturely - E-Sign documents

Signaturely

Signatures, initials, dates, textboxes and checkboxes. Any data collected via Signaturely is legally binding. Stop legal, financial or HR nightmares before they happen.

Project Management

jumppl - Project Management

Jumppl

Jumppl’s powerful modules are packed with modern and innovative features. It is designed to be flexible and customizable to meet the unique needs of each organization.

BaseCamp

With Basecamp, you break up your work into separate projects. Each project contains everything related to the work at hand; all the people involved, every discussion, every document, file, task, important date, etc.

Time Tracking and Invoicing

Harvest - Time Tracking and Invoicing

Harvest

An intuitive, lightweight time tracking experience that’s easy to learn and use, and gives you immediate and actionable insight. Easily turn tracked time and expenses into invoices and get paid fast.

Wave Apps - Time Tracking and Invoicing

Wave

Truly understand and manage your income and expenses. Track everything and connect to other Wave products such as payroll, payments, and invoicing. Everything is automated and in one perfect package.

Social Media Tools

SocialBee

Sharing content on your favorite platforms has never been easier since you can schedule the content from one place and have it shared on all your profiles.

sociamonials - social media marketing

Sociamonials

Manage all of your Instagram, Facebook, Twitter, LinkedIn and YouTube accounts. Tailor your message for each network and post to all with just one click.

Promo Republic - Social Media Automation

PromoRepublic

Create and store editable content for social media, schedule it with AI, run local ads, manage clients or locations, and stay on top of their results with their intelligent products.

Be Live - Social Media Automation

BeLive

Easy to use and customizable web-based streaming platform that supports Facebook and YouTube. Their mission is to help broadcasters, business owners, and content creators grow their communities through live videos.

CRM

Dubsado - CRM

Dubsado

Dubsado keeps the wheels of your business turning smoothly, so you can focus on what matters most. Keep track of outstanding invoices, profit breakdowns, expenses, and referral sources so you can stay on top of your financial health.

SuiteDash - CRM

SuiteDash

Create and configure multiple acquisition and onboarding funnels designed to efficiently convert Leads into happy Clients. The Client Portal Software helps you avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

Clarrow - CRM

Clarrow

Clarrow is an all-in-one business management app designed for freelancers. Don’t worry about admin tasks and make more time for the work you love.

Design

RelayThat - Graphic Design

RelayThat

On-brand design automated on every channel. Whether you’re a startup, freelancer, nonprofit, or a small business every brand deserves affordable design. No technical skills required.

Canva - Graphic Design

Canva

Canva is an online design and publishing tool with a mission to empower everyone in the world to design anything and publish anywhere.

Pixelied - Graphic Design

Pixelied

Pixelied is tailor made for all companies who need an easy and cost effective platform to create designs for their social media campaigns, blogs, email headers, etc.

Website Chat

Live Chat helpshelf logo

HelpShelf

HelpShelf connects the support tools and resources you’re already using, and combines them into one single widget. Less clutter in your navigation bar; one single, easy to find destination for your customers to rely upon.

helpcrunch logo

HelpCrunch

Stay in touch with customers anytime, wherever you are, on web and mobile. Assist them via chat, email, and offer a 24/7 customer self-service through a knowledge base.

live agent - Customer support software

Live Agent

With LiveAgent, your emails, chats, calls, social media mentions, and other channels will end up in one universal inbox and with the help of advanced automation rules.

Live chat tawk to logo

Tawk.To

Being able to respond to a conversation within the context of a customer journey, armed with shortcuts and Knowledge Base articles, makes it easy to deliver epic customer experiences.

Video

Video Revio Logo

Reevio

Reevio is an incredibly easy to use online video maker for creating logos, marketing, social videos & more in minutes. Reevio comes with tons of useful features that makes Reevio App easy to use.

Video Sendspark Logo

SendSpark

Capture your passion, warmth, and other nonverbal cues with video. You’re not just selling a product, you’re building a relationship!

Video recording berrycast logo

Berrycast

Berrycast helps you record and share video messages using your screen, your voice, and your face to support your message. All your videos are available in your account.

Video Warm Welcome Logo

Warm Welcome

You can now welcome customers to your website and guide them through buying and using your product with an engaging video bubble. Great for sales and customer support!

Before you go. . .

Let’s chat – we will dive deep together to find the tools that will catapult you into building a thriving business!

MODERN MOMENTUM SERIES

Starting From Zero E-Book

We cover actionable ways you can get started with your business, get found online, and find top-paying clients. The guide is split into sections that are easily navigatable based on your current status so you can skip straight to the advice you’re looking for.

Free resources monthly

Get free resources in your inbox monthly. Our resources will help you start and grow your business, and they are all free! Fill out the form below to get the resources.


Free resources monthly

Get free resources in your inbox monthly. Our resources will help you start and grow your business, and they are all free! Fill out the form below to get the resources.


Ready to start?

GET OUR FREE E-BOOK GUIDE TO STARTING YOUR FREELANCE BUSINESS

In this FREE ebook, we cover actionable ways you can get started with your business, get found online, and find top-paying clients.


MODERN MOMENTUM SERIES

Starting From Zero E-Book

We cover actionable ways you can get started with your business, get found online, and find top-paying clients. The guide is split into sections that are easily navigatable based on your current status so you can skip straight to the advice you’re looking for.