A ready-to-go practice management system
integrates easily with the tools you love
A customized system that automates your
and client management with tailored workflows
The full power of custom workflows and
automation combined with our heavy-weight general ledger
Keep track of all the "stuff" your business owns.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Manage your client’s personal information to comply with GDPR European regulations.
Delight your clients with this customer support add-on.
Keep track of your insurance policies and related documents.
A secure repository to store all your password and login details.
Convert more leads into sales using a structured workflow.
Manage your estate planning matters with this simple workflow.