What 17hats buyers care about
Client-service buyers usually want lead capture, scheduling, proposals, contracts, invoices, and workflow automation in one place.
Where the gap appears
As the business grows, the owner also needs books, bank review, accountant access, entity separation, and reports tied to real operating work.
FIRMA angle
Compete by showing the full operating record: lead to contract, contract to invoice, invoice to review, review to books, and books to owner decisions.
Use this as a buying checklist.
A serious financial software buyer should ask how the platform handles source evidence, approval before posting, accountant access, migration review, role-based access, exportability, and comparison with the tools already in use.
FIRMA should answer those questions with product workflows, not unsupported compliance, tax, savings, or customer claims.