Use custom workflow templates to standardize your process and maintain work quality as your team grows
Track everything in one simple dashboard so your firm never misses a deadline again
Collaborate with your staff, share files and get notified when work has been completed in real-time
Securely request documents and have our system automatically follow up with them so you can spend less time chasing down your clients
Track time on individual client work and run reports to see where your firm is spending its time
Integrate with Quickbooks Online to seamlessly send smart invoices or export your time logs to bill with your other favorite apps.
Store all your client information, documents, and notes in one place so your staff can access them anytime and anywhere