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.