Compare Cloud Based Practice Management
Contact Customization
Contact CustomizationConflict Checking
Conflict CheckingContact Categories
Contact CategoriesWorkflow Automation on Contacts
Workflow Automation on ContactsLink Appointments to Contacts
Link Appointments to ContactsDocument Management
Document ManagementBi-Directional Contact Integration
Bi-Directional Contact IntegrationBi-Directional Task Integration
Bi-Directional Task IntegrationBi-Directional Calendar Integration
Bi-Directional Calendar IntegrationView Multiple Firm Member Calendars
View Multiple Firm Member CalendarsReminder Emails / Texts to Clients for appointments
Reminder Emails / Texts to Clients for appointmentsMatter Customization
Matter CustomizationEmail Templates
Email TemplatesReporting
ReportingUser Group Security
User Group SecurityWorkflow Automation on Matters
Workflow Automation on MattersDocument Assembly
Document AssemblyLink Appointments to Matters
Link Appointments to MattersSave email to Matters
Save email to MattersQuickBooks / Xero Integration
QuickBooks / Xero IntegrationTrust Accounting
Trust AccountingTime Entry
Time EntryAuto Client / Matter Numbering
Auto Client / Matter NumberingClient Portal
Client PortalInternal instant Messaging
Internal instant MessagingOffline Access
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access
Contact Customization
Conflict Checking
Contact Categories
Workflow Automation on Contacts
Link Appointments to Contacts
Document Management
Bi-Directional Contact Integration
Bi-Directional Task Integration
Bi-Directional Calendar Integration
View Multiple Firm Member Calendars
Reminder Emails / Texts to Clients for appointments
Matter Customization
Email Templates
Reporting
User Group Security
Workflow Automation on Matters
Document Assembly
Link Appointments to Matters
Save email to Matters
QuickBooks / Xero Integration
Trust Accounting
Time Entry
Auto Client / Matter Numbering
Client Portal
Internal instant Messaging
Offline Access