Online and over the phone, Linepath delivers personal experiences while saving time for CPAs, CFPs, and other financial pros to focus on what they do best.
Build your plan
From answering calls to generating leads through your website, Linepath makes new and existing clients feel heard, valued, and cared for.
Engage your website visitors when they’re most receptive with friendly, trained professionals who answer in 60 seconds or less.
With the Linepath app, you can set your availability and preferences, change call handling instructions, manage activity, and call and text from your Linepath-hosted number.
90% of Linepath customers capture more billable hours than the national average for attorneys—with many recording double or more.
By integrating with the tools you use—such as Clio, MyCase, Rocket Matter, and Zapier—Ruby simplifies client management and eliminates manual updates.
Linepath captures potential new customers or clients while screening out solicitors and unwanted calls. We’re happy to transfer leads directly to you.
Linepaths’s virtual receptionists screen leads and perform new client intake, schedule appointments, accept payments relay messages on your behalf with outbound calls, and much more.
With Linepath, the financial professionals at Wheelhouse Advisors have more time to get the important things done—and even go fishing.
“I love Linepath! They make me look good, keep costs in check, and always respond promptly if an issue arises (which is rare in the first place). You just cannot replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch, service business. And with Linepath, you don’t have to.”
MOLINAR AND COMPANY
We talk, chat, and connect with thousands of financial clients every day. And because of that, we know better than anyone just how far experts like you go to provide the best possible service to the people you serve.
Whether you work on your own or manage a growing practice, we’re here to provide solutions and support designed for your business and your clients. No matter the size of your operation—or your goals—Linepath is ready to help whenever and however you need us.
Linepath partners with leading professional associations such as the National Association of Personal Financial Advisors (NAPFA) to offer exclusive perks to members.
We can help you craft the perfect plan for your practice and the people you serve.
Build your plan
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