Let's give you a quick run-down of the key differences.
Our simplest and easiest product, for solos and single practice firms who need a ready-to-go practice management system and easy integration with the tools you love.
- Basic matter management - document management, task management, contacts, invoicing, trust accounting, reporting.
- Integrations with various products including Outlook Email, Outlook Calendar, Gmail, Google Calendar, Xero, and Quickbooks.
For multi-practice or boutique firms who need to power up their practice with a customized system and process automation.
Additional features include:
- Customisation of Document Templates (which can be set to auto-generate and pull through information onto documents)
- Customisation of Matter Types (i.e. change steps in a workflow, or entirely new workflows)
- Customisation of data collection fields and list views for reporting
- End-to-end encrypted client portal to chat with your clients and transfer documents
- Client webforms to automate the client intake process
If these features interest you, simply
- call us on AUS: 02 8011 3682 / NZ: 09 379 3939 or
- send us an email at firstname.lastname@example.org
and we will be able to discuss whether this is an appropriate option for you.