Manage cases, organize contacts, and automate documents Streamline day-to-day processes, and keep cases organized so you can focus on billable work and grow your revenue.
Generate bills, run reports, and get paid faster
Keep track of financials and client accounts with easy-to-use reports and dashboards. Make billing easy with online payments, automated billing, and customized plans.
Attract potential clients, track their progress, and secure their business
Create easy-to-use client intake forms, automate client communication—such as emails, reminders, and requests—and organize referrals to seize every opportunity.