Our Features
Comprehensive features to simplify Compliance, Audit, and Document Management
Secure Client Communication
Centralized, secure messaging platform for direct client communication. Includes threaded conversations, file attachments, read receipts, and client portal integration.
Automated Workflow Management
Create customizable workflows for various services, automating tasks, assigning responsibilities, and tracking progress for increased efficiency and standardized processes.
Centralized Document Management
Secure file storage and sharing with version control, e-signature integration, and the ability to request documents from clients, streamlining document handling and improving organization.
Integrated Time Tracking & Billing
Time tracking tools to accurately record billable hours, generate invoices, manage client payments, and provide detailed reporting on revenue and profitability.
Comprehensive Client Management (CRM)
Centralized database for storing client information, tracking new leads, capturing communication logs, and setting follow-up reminders. Enables better client management and personalized interactions.
Actionable Reporting & Analytics
Customizable dashboards and reports that track key performance indicators (KPIs), providing valuable insights into practice performance and enabling data-driven decision-making.