1. Track notes, calls, emails, tasks, reminders, and more. Group leads & clients into lists.
2. View everyone's calendar in 1 click. Sync with Google, Apple, & Outlook.
3. Bill for time & expenses. Know when clients view the invoice. Sync with Quickbooks.
4. Assign tasks to other users. Set deadlines. See incomplete and overdue tasks.
As an attorney or paralegal, you know how important it is to follow deadlines and stay on top of your cases. These features will save you time, keep you organized, and automate your practice. It might just be the best investment you’ll ever make!
Get Paid Online - Accept credit cards with PayPal, Stripe, & Authorize.net.
Email Integration - Sync emails with Gmail, Outlook, Hotmail, Yahoo, & more!
Client Portal - View invoices, trust account balances, & make payments.
Invoice Open Alert - Know when & how many times your invoices are read.
Trust Accounting - Keep track of trust account balances. Stop working when funds are low. Quickbooks sync.
Custom Fields - Keep track of statute of limitations, case statuses, opposing counsel, & more.
Task & Event Workflows - Create a template of tasks and events. Apply them to any matter in 1 click.