WealthCounsel, LLC

WealthCounsel is a legal services company offering legal software and law practice management software. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Alongside the main category they mention Consulting and Legal. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

WealthCounsel, LLC is based in Salt Lake City, Utah. Their site is wealthcounsel.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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