Streamline your workflows to scale

Use custom workflow templates to standardize your process and maintain work quality as your team grows

Gain visibility into your staff’s work

Track everything in one simple dashboard so your firm never misses a deadline again

Collaborate with your staff virtually

Collaborate with your staff, share files and get notified when work has been completed in real-time

Automate client data collection to save 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 and monitor productivity

Track time on individual client work and run reports to see where your firm is spending its time

Invoice clients and get paid 2x faster

Integrate with Quickbooks Online to seamlessly send smart invoices or export your time logs to bill with your other favorite apps.

Store everything in one place

Store all your client information, documents, and notes in one place so your staff can access them anytime and anywhere