Powerful Features for Modern Practices
Everything you need to manage clients, workflows, time & billing, and grow your practice
Client Management
Centralize all client information, relationships, and communication history in one secure place.
- Centralized client database with custom fields
- Contact management and relationship tracking
- Communication history and activity timeline
- Client groups and segmentation
- Advanced search and filtering
Intelligent Task Engine
Build sophisticated workflows with conditional logic, automatic routing, and team assignments.
- Template-based workflows with visual builder
- Conditional logic and custom business rules
- Automatic task assignment and routing
- Task dependencies and sequencing
- Recurring task scheduling
Time & Billing
Track billable hours, generate professional invoices, and manage payments efficiently.
- Built-in time tracking with timer
- Manual time entry with batch import
- Billable vs non-billable tracking
- Invoice generation and customization
- Payment processing and tracking
- Invoice reminders and payment status
Secure Client Portal
Give clients secure access to their documents, messages, and billing information.
- Branded client portal
- Secure document sharing and access control
- Client-staff messaging
- Invoice and payment information
- Document request forms
Document Management
Organize, store, and share documents securely with powerful organization and search capabilities.
- Cloud storage with secure access
- Folder organization and templates
- Full-text search across documents
- Document sharing and expiring links
- E-signatures and approval workflows
Analytics & Reporting
Track key metrics, revenue, productivity, and create custom reports to drive business decisions.
- Real-time dashboards and widgets
- Revenue and profitability tracking
- Team productivity metrics
- Custom report builder
- Scheduled reports and exports
More Powerful Features
AI-Powered Automation
Automate routine tasks, document classification, and meeting summarization with AI
Team Collaboration
Comment on tasks, share updates, and keep everyone in sync with activity feeds
Integrations
Connect with your existing tools via APIs and webhooks for seamless workflows
Role-Based Access
Define custom roles and permissions to control access to sensitive information
Enterprise Security
SOC 2 compliance, 256-bit encryption, and advanced audit trails
Advanced Search
Find clients, documents, and information instantly with powerful search
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