Greentree Solutions
Greentree Solutions, LLC is a US-based software consulting firm and certified reseller that helps law firms and professional firms select, implement, migrate to, and train on third-party legal billing, accounting, and practice management software.
- Company typePrivate
- Founded2018
- HeadquartersEl Segundo, United States
- Headcount1–10
- GTM type—
- Offering—
What Greentree Solutions does
Greentree Solutions, LLC is a privately held US software consulting firm founded in 2018, operating from the Los Angeles area (310 area code) and serving law firms as well as other professional firms. The company does not develop proprietary technology; instead, it operates a dual business as a certified reseller of third-party legal software and as a professional services consultancy for software selection, implementation, database migration, training, and cloud infrastructure setup. Its core resold products are Tabs3 (legal billing and accounting), CosmoLex (cloud-based practice management and billing), and Zola Suite (practice management), complemented by service lines in billing software, accounting/general ledger, practice management, document management, and document automation.
Revenue is generated through two streams: professional services engagements (consulting, implementation, migration, training) and software resale/licensing arrangements with partner vendors. The go-to-market is sales-led and direct, with prospects reaching the firm by phone or website contact form and speaking directly with seasoned consultants rather than entry-level support staff. Engagements follow a structured process: analysis of current solutions, process review, action plan design, and a detailed proposal documenting work and cost. Pricing is not publicly disclosed and is determined on a per-engagement basis.
The company differentiates on domain specialization in the legal industry, claiming over 30 years of combined team experience working in and with law firms, and on its ability to serve firms worldwide through remote consulting. Marketing is minimal, relying on a GoDaddy-hosted website with an email newsletter signup and a single phone number as the primary contact point. No funding rounds, acquisitions, leadership changes, or notable strategic moves beyond the founding and three reseller partnerships are documented in the available data.
Greentree Solutions firmographics
Firmographics- Name
- Greentree Solutions
- Legal name
- Greentree Solutions, LLC
- Website
- https://greentree-solutions.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Greentree Solutions, LLC is a US-based software consulting firm and certified reseller that helps law firms and professional firms select, implement, migrate to, and train on third-party legal billing, accounting, and practice management software.
- Ownership category
- akta.pro rank
Greentree Solutions industry classification
Industry- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)
Keywords
Where Greentree Solutions is headquartered
LocationHeadquarters
- HQ city
- El Segundo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Greentree Solutions business model
Business modelRevenue model
- Software Consulting Services: Consulting services including software selection, implementation, database migration, analysis of current solutions, training, and setting up new law firms. Revenue generated through professional services engagements with law firms and professional firms.
- Software Resale: Certified reseller of accounting, billing, and practice management tools including Tabs3, Cosmolex, and Zola Suite. Revenue generated through software resale arrangements with partner vendors.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Greentree Solutions product offering
Product offeringCore offering
Greentree Solutions is a software consulting firm that serves law firms and other professional firms as a certified reseller of third-party accounting, billing, and practice management software (Tabs3, CosmoLex, Zola Suite). The company provides professional services including software selection consulting, implementation, database migration, training, and cloud infrastructure setup tailored to legal industry workflows. Their remote-delivery model allows them to work with firms worldwide, performing analysis, process review, action plan design, and detailed proposal documentation before implementation.
Product overview
Greentree Solutions is a software consulting business serving the legal industry and professional firms. Rather than a single unified product, they operate as a consulting practice combined with a certified reseller model for third-party legal software. Their core offerings include three main resell products: Tabs3 (legal billing and accounting), CosmoLex (cloud-based practice management and billing), and Zola Suite (practice management). These are complemented by professional services including software selection consulting, implementation, database migration, training, and cloud infrastructure setup. The company also offers software categories covering billing, accounting/general ledger, practice management, document management, and document automation—these represent the types of solutions they implement rather than proprietary products they develop.
Differentiator
Problem solved
Functional benefit
Companies that use Greentree Solutions
Customer profileSegments2 records
Greentree Solutions technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Greentree Solutions partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Tabs3coreTabs3 is a leading legal accounting and billing software. Greentree Solutions is a certified reseller of Tabs3 software, providing sales, implementation, and support services to law firms.
- CosmolexcoreCosmolex provides practice management software solutions for law firms. Greentree Solutions is a certified reseller offering Cosmolex products with implementation and consulting services.
- Zola SuitecoreZola Suite offers comprehensive legal software including billing, accounting, and practice management. Greentree Solutions is a certified reseller providing Zola Suite products along with implementation support.
Scale indicators1 record
Expansion highlights4 records
Greentree Solutions competitors and assessment
Company assessmentBroad incumbents
- Smokeball: Legal practice management and automated law practice platform serving small to mid-sized law firms; overlapping product portfolio and customer profile with Greentree.
- MyCase: Legal practice management SaaS focused on solo and small law firms - same target customer and overlapping product category (billing, practice management, document management) as Greentree's reseller portfolio.
- NetDocuments: Cloud-based document management platform serving mid-size and large law firms globally; shares the same legal customer base as Greentree's document management solutions.
- PracticePanther: Cloud legal practice management software for small to mid-sized law firms; directly adjacent product offering to Greentree's reseller partners and targets the same customer segment.
- Clio: Leading legal practice management SaaS serving thousands of law firms globally; sits in an adjacent layer of the same value chain, targets the same customer base, and competes with several of Greentree's reseller partners.
- BigHand: Legal technology vendor specializing in document automation, dictation, and workflow tools for law firms - directly comparable customer base and overlaps with Greentree's document automation offering.
- iManage: Document and email management platform serving law firms and other professional services organizations; targets the same customer segment that Greentree supports with document management implementations.
Direct peers
- Lawyerist: Legal tech media and advisory business serving solo and small law firms with technology adoption, practice management, and process improvement guidance - directly comparable services-led model and target customer.
- Affinity Consulting Group: Legal technology consulting firm that helps law firms select, implement, and train on practice management, billing, and document management software - the closest direct analog to Greentree's consulting-plus-reseller model for law firms.
Emerging players
- Filevine: Cloud-based legal case management and practice platform; serves similar mid-sized law firm customers and overlaps with Greentree's practice management reseller category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Greentree Solutions social profiles
Digital presenceGreentree Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Greentree Solutions leadership team
Management profileNumber of profiles
Greentree Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Greentree Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Greentree Solutions
What does Greentree Solutions do?
Greentree Solutions is a software consulting firm that serves law firms and other professional firms as a certified reseller of third-party accounting, billing, and practice management software (Tabs3, CosmoLex, Zola Suite). The company provides professional services including software selection consulting, implementation, database migration, training, and cloud infrastructure setup tailored to legal industry workflows. Their remote-delivery model allows them to work with firms worldwide, performing analysis, process review, action plan design, and detailed proposal documentation before implementation.
Is Greentree Solutions a public or private company?
Greentree Solutions is a private company. It is currently operating.
When was Greentree Solutions founded?
Greentree Solutions was founded in 2018. It employs 1 to 10 people.
Where is Greentree Solutions based?
Greentree Solutions is headquartered in El Segundo, United States, in the North America region.
How does Greentree Solutions make money?
Two revenue lines are on record. Software Consulting Services are the primary driver. The others are software Resale.
Who are Greentree Solutions's main competitors?
Broad incumbents on record are Smokeball, MyCase, NetDocuments, PracticePanther, Clio, BigHand and iManage. Direct peers are Lawyerist and Affinity Consulting Group. Filevine is listed as an emerging player.
Does Greentree Solutions have an API?
No public API is recorded for Greentree Solutions.
What industry is Greentree Solutions in?
Its primary akta.pro industry code is BPAAACAC, Software/Application Support (SaaS, Enterprise Apps). Its NAICS code is 54161 and its SIC code is 8742.