Compare Traditional Practice Management Software
Contact Customization
Contact CustomizationContact Categories
Contact CategoriesConflict Check
Conflict CheckReferral Source Tracking
Referral Source TrackingDocument Assembly (Native)
Document Assembly (Native)Document Assembly Integration
Document Assembly IntegrationDocument Management (Native)
Document Management (Native)Document Management (Integration)
Document Management (Integration)Email Integration
Email IntegrationEmail Templates
Email TemplatesReminder Emails / Texts to Clients for appointments
Reminder Emails / Texts to Clients for appointmentsWorkflow automation on Contacts
Workflow automation on ContactsWorkflow Automation on Matters
Workflow Automation on MattersSave Emails to Contacts
Save Emails to ContactsSave Emails to Matters
Save Emails to MattersLink Appointments to Contacts
Link Appointments to ContactsView Multiple Firm Member Calendars
View Multiple Firm Member CalendarsLink Appointments to Matters
Link Appointments to MattersBi-Directional Calendar Integration
Bi-Directional Calendar IntegrationBi-Directional Contact Integration
Bi-Directional Contact IntegrationBi-Directional Task Integration
Bi-Directional Task IntegrationReporting
ReportingThird Party Accounting Integrations
Third Party Accounting IntegrationsTime Entry
Time EntryTimers for time tracking
Timers for time trackingIntegrated Billing
Integrated BillingTrust Accounting
Trust AccountingMatter Customization
Matter CustomizationAuto Client / Matter Numbering
Auto Client / Matter NumberingQuickBooks/Xero Integration
QuickBooks/Xero IntegrationClient Portal
Client PortalCustom Reporting
Custom ReportingCustom Security Profiles
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Via Report WriterCustom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
Contact Customization
Contact Categories
Conflict Check
Referral Source Tracking
Document Assembly (Native)
Document Assembly Integration
Document Management (Native)
Document Management (Integration)
Email Integration
Email Templates
Reminder Emails / Texts to Clients for appointments
Workflow automation on Contacts
Workflow Automation on Matters
Save Emails to Contacts
Save Emails to Matters
Link Appointments to Contacts
View Multiple Firm Member Calendars
Link Appointments to Matters
Bi-Directional Calendar Integration
Bi-Directional Contact Integration
Bi-Directional Task Integration
Reporting
Third Party Accounting Integrations
Time Entry
Timers for time tracking
Integrated Billing
Trust Accounting
Matter Customization
Auto Client / Matter Numbering
QuickBooks/Xero Integration
Client Portal
Custom Reporting
Custom Security Profiles
