Practice overview
Your whole book of clients on one screen.
Read moreTasks and recurring tasks
Firm work and client work in the same queue.
Clearer work, fewer loose ends
- Firm work and client work in the same queue.
- Tasks with custom statuses, assignment, comments, attachments and audit history, recurring configurations for the work that repeats.
- Inbound email replies captured straight onto the task.
Tasks and recurring tasks
Firm work and client work in the same queue
Tasks with custom statuses, assignment, comments, attachments and audit history, recurring configurations for the work that repeats, and inbound email replies captured straight onto the task.
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