SOLUTIONS HUB

Run your whole firm
from one platform

Maven replaces stitched-together tools with a single, AI-powered operating system for your company—so your team moves faster, leaders gain clarity, and clients feel taken care of.

Calculate ROI
The Problem

Why Unified > Stitched

Companies consistently told us same story: 10–20 disconnected apps, duplicate data, context switching, and "status calls" all day. That stack taxes your people and hides your numbers.

Maven brings one login, one data model, one UX—with AI handling the busywork—so you reclaim time and get a true picture of performance.

Core Capabilities

Four ways Maven helps

Win More Business

CRM & pipelines, automated follow-ups, consults, proposals, e-sign.

CRM & Pipeline Management
Track prospects and manage sales processes efficiently
Automated Outreach
Consultation scheduling and follow-up sequences
Proposals & E-signature
Professional proposals with integrated signature workflows

Do the Work (Faster)

Docs & templates, AI drafting, tasks, calendar, notes, workflows.

Document Management
Templates, version control, and collaborative editing
AI Drafting & Review
Intelligent document creation and analysis with Louis AI
Workflow Automation
Visual workflows for tasks, calendar, and meeting notes

Capture & Collect Revenue

Passive + active time capture, flexible rates, invoices, payments.

Smart Time Capture
Passive and active time tracking with AI suggestions
Flexible Billing
Rate plans, approvals, and automated invoice runs
Payment Processing
Reminders, online payments, and accounting integrations

Delight Clients

Secure portal for status, docs, signatures, forms, messages, scheduling.

Client Portal
Client portal with status updates and document access
Secure Communication
Messages, forms, and scheduling in one place
Mobile Experience
Full functionality with mobile optimization
Implementation

Adopt without the big bang

Start with one or two modules (e.g., Time & Billing + Portal), keep critical legacy tools during transition, then expand as teams feel the lift. Our onboarding includes migration, training, and change-management playbooks.

01

Initial Module Selection

Choose 1-2 high-impact modules for pilot implementation

02

Parallel Operation

Maintain existing tools while team learns new system

03

Gradual Expansion

Add modules as confidence and adoption grow

Ready to see Maven in action?