Client management. Invoicing. Time tracking. Research logs. Everything you need to run a serious genealogy practice — alongside the world's best family tree builder.
Pro plan · $40/month · Cancel anytime
Tracking billable hours in Excel, sending PDF invoices by email, chasing payments manually. There's a better way.
Project scope in your notes app. Research history in email threads. Documents in random folders. No single source of truth.
The major genealogy platforms are designed for casual users. You need professional tools, not a dumbed-down consumer app.
Track every client from first contact to final report. Research scope, project status, communication log, and linked tree — all under one roof. No generic CRM hacks required.
Create a branded invoice, send it as a link or a PDF, and set out the payment methods and terms your practice already uses. Built on the time you have tracked, so the numbers come out right.
Start a timer when you begin research. Stop it when you stop. Log manual entries for off-app work. Generate a billing summary for any client. Billing disputes become a thing of the past.
Research logs aligned to the Genealogical Proof Standard (GPS) — the genealogy profession's evidence standard, not geolocation — plus evidence analysis, Evidence Explained source citations, and a structured way to track what you've found and what you still need.
or $33.33/month billed annually
Cancel anytime. Your data is always yours.