Client and matter management
Full-featured CRM module
A full-featured CRM module will keep track of your client details.
Client details can be easily exported to .csv format.
See matter information, all in one place
Matter related financials, tasks and upcoming events are located in one place with flexibility for customised workflow templates, additional contact details and any additional data relevant to your practice.
Matter financial dashboard
The matter financial dashboard will help with monitoring both the financial and task related progress of a matter, saving time and improving cash flow.