Finally, one easy to use solution that does it all
- Collaborate with your staff, track their progress & hit your deadlines
- Track time on client work & monitor your staff’s productivity
- Automate client-data collection & communicate with clients
- Store all your client info, documents & notes in one place
Have everything you need to scale your firm…
Project Management
Client Management
Time Tracking
Client Tasks & Auto-Reminders
And Never Miss a Deadline Again
Create recurring projects
Copy them to all your clients
Track progress and collaborate on work
How It Works
Streamline your workflows
Use custom workflow templates to standardize your process and maintain work quality as your team grows
Collaborate on client work
Collaborate with your staff, share files and get notified when work has been completed in real-time
Track time and monitor your staff’s productivity
Track time on individual client work, run reports and identify your least productive employees
Automate client data collection
Securely request documents and have our system automatically follow up with them so you can spend less time chasing down your clients
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
Get the visibility you need as an owner
Track everything in one simple dashboard so nothing falls through the cracks
Start Your Free Trial Today!
1) Invite Your Team
2) Add Your Clients
3) Create Projects & Copy Them to Your Clients
No Credit card, No Contracts