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Features
Small
Medium
Growth
Big Firm
Contact Management
SimpleCRM
- Lead
- Quote
- Client Intake Form
- Google Tag Manager & FB Pixel ID
Matter Management
- Client Matter Portal
- Custom Fields
- Co-counsel Sharing
Matter Template
Trust Accounting
Client Invoicing
- Multiple Billing Type
- Proforma Billing
- Payment Plan
Task Management
- Task
- Workstream
Activities
Calendar
- Calendar
- Calendar Sharing
Accounting
Expense Claim
Reporting
- Practice Report
- Financial Report
Workgroup
Document Management
- Document Tagging
- Customize doc. type
Cloud Storage