Workflows
Automate repetitive tasks and processes to increase efficiency and reduce errors.
Create custom workflows tailored to your firm's unique needs and requirements.
Assign tasks, track progress, and set deadlines in real-time to ensure timely completion.
Multi Channel Client Notifications
Instant Task Access: Send task notifications via WhatsApp, email, and SMS with magic links—no logins needed.
Multi-Channel Updates: Keep clients engaged with notifications for file requests, e-signatures, and more through their preferred channels.
Fillable PDF Forms and Web Forms
Design and deploy custom forms for clients and staff to collect data efficiently.
Utilize fillable PDF forms for easy data collection and reduce manual errors.
Auto-populate forms with client data to minimize errors and increase accuracy.
E-Signature
Electronically sign documents securely and efficiently, reducing paperwork and increasing productivity.
Ensure compliance with industry standards and regulations, such as ESIGN and UETA.
Integrate eSignature with workflows and forms for a seamless, end-to-end experience
Chat & Video Collaboration
Foster real-time communication and collaboration with clients and team members through secure video conferencing
Utilize integrated chat functionality for easy messaging and file sharing
Enhance client relationships and team collaboration with face-to-face interactions and instant feedback
Invoicing and Payments
Create professional, customized invoices with ease and automate payment reminders and notifications
Secure online payment processing with industry-standard encryption and compliance
Track payment status in real-time and reduce outstanding invoices with automated follow-ups
Client Portal
Provide clients with a secure, online portal for easy access to documents, information, and services
Share documents and information with clients while maintaining control and security
Reduce phone calls and emails with self-service functionality, empowering clients to access what they need, when they need it.
TimeSheets
Accurately track time spent on projects and tasks for billing and project management purposes
Automate time entry and approval workflows to reduce administrative tasks
Monitor time tracking in real-time and generate detailed reports for project profitability analysis
Robust Task Management
Assign, track, and manage tasks across the firm with ease
Set deadlines, reminders, and notifications to ensure tasks stay on track
Monitor task status in real-time and receive automated updates and alerts
Service and Team Performance Progress Reports
Track key performance indicators (KPIs) for service and team performance to identify areas for improvement
Generate custom reports with actionable data and insights to inform business decisions
Monitor progress, identify trends, and optimize operations for increased efficiency and profitability
Document Management
Centralize document storage and management, reducing document chaos
Securely share documents with clients and team members, ensuring compliance with industry regulations
Automate document workflows and approvals
