Features to Empower Your Firm
Client & Contact Management
Easily manage client profiles, contact details, and notes and track all client-related tasks in one place
Workflow Tracking
Create, manage, and reuse workflows tailored to your firm processes to ensure deadlines are met
Invoicing & Billing
Generate estimates, invoices, receipts, and credit notes effortlessly and ensure all billable tasks are accounted for
Leave Management System
Employees can request leave, and managers can approve and monitor them in one place with fully customizable leave policies
Timesheets & Work Billing
Record employee work hours and monitor productivity on each workflow
Team Collaboration & Task Management
Keep your team organized, assign tasks, set priorities, and track progress in real-time
Boost Productivity with Predefined Workflow Templates
Standardize your processes and save time with reusable templates
- Create templates for recurring tasks
- Easily customize templates to match your firm specific needs
Boost Productivity with Predefined Workflow Templates
Standardize your processes and save time with reusable templates
- Create templates for recurring tasks
- Easily customize templates to match your firm specific needs
Ready to Streamline Your Business?
Join hundreds of firms already using our platform to boost productivity and manage their operations efficiently.