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
Store key information to help you stay compliant with AML regulations.
Keep track of all the "stuff" your business owns.
Document templates and preset workflows make this add-on the ultimate time saver.
Based on the Property Transactions and E-Dealing practice guidelines.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Manage your employees and recruiting processes.
Price: $5 per user/month
Enduring Powers of Attorney in relation to property, personal care, and welfare.
Manage your client’s personal information to comply with GDPR European regulations.
Simplified workflow for a variety of matters.
Delight your clients with this customer support add-on.
A simple, effective workflow to help manage different types of in-house legal matters.
Keep track of your insurance policies and related documents.
Record all required information when working on a Lease Management matter.
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.