Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation...
I would have liked to see standard task lists which I can select and modify as necessary. That I have to type them up every time is not timesaving.
I like that I can handle all aspects of case management from one platform
Their billing software doesn't have the ability to have recurring payments, or recurring fees/charges (monthly fees for example) and also can't add late charges or interest. If you carry the balance forward, it resets the aging on the old balance throwing...
Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation...
I like that I can handle all aspects of case management from one platform
I would have liked to see standard task lists which I can select and modify as necessary. That I have to type them up every time is not timesaving.
Their billing software doesn't have the ability to have recurring payments, or recurring fees/charges (monthly fees for example) and also can't add late charges or interest. If you carry the balance forward, it resets the aging on the old balance throwing...