Task Management & Queues
The most sophisticated task engine in practice management.
- DAG-based workflows with decision branching
- Intelligent task queues with auto-routing
- Customizable statuses (org-level, Kanban control)
- Work templates with multi-step flows
- Recurring schedules with auto-generation
- Saved views and custom filters
Time Tracking & Billing
Track time, send invoices, get paid — all in one place.
- Timer widget and manual time entry
- Invoice generation with PDF export
- Stripe payments with CC surcharge option
- Wire transfer tracking
- Billable hours reporting and analytics
- Client billing statements
Client Portal
A client experience that reflects your firm's brand.
- Branded portal per firm
- Document exchange and e-signatures
- Secure messaging with routing rules
- Client task tracker
- Online billing and payments
- Appointment booking
Document Management
Organize, share, and sign — without the filing cabinet.
- 5 folder templates (Individual, Corp, Partnership, Trust, Non-Profit)
- Document requests and questionnaires
- E-signature workflows
- S3 cloud storage with encryption
- 110+ pre-built folder items
CRM & Sales Pipeline
From prospect to client — a pipeline built for firms.
- Prospect management with lead scoring
- Customizable pipeline stages
- Source tracking and ROI metrics
- Conversion workflows
- Pipeline forecasting
- Source analytics dashboard
Integrations & API
Connect everything. Build anything.
- Full REST API at every pricing tier
- Email integration (SendGrid + Microsoft 365)
- SMS via Twilio
- Stripe Connect for payments
- Calendar sync (Microsoft)
- Webhook support
