Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
by Canopy Tax, Inc.★ 4.81,044 ratingsBusinessFreeData updated 2026-09-16
Manage information and documents securely. Collect and organize data through intuitive forms. Enable self-service for file access and updates. Communicate directly through the instead of email. Track interactions and manage workflows efficiently.
Manage insurance claims with a cloud-based platform. Upload and organize documents, letters, and evidence. Track claim progress using a diary with time-stamped entries. Collaborate with team members and clients through shared access.
Track legal cases with a case management system that allows teams to notify and update clients on case progress. Share case documents, photos, and messages securely. Access case events and eSignatures.
The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.
The app allows users to add and manage timed entries and expense items by client and project. Users can create and email or print custom invoices and generate PDF and CSV reports.
Start intake, view appointments, chat with support
Start intake forms and schedule appointments. View case details and chat with customer service. Access legal documents and track appointment history. Receive notifications for upcoming meetings and service updates.
Create and send professional invoices with customizable templates. Track payments and send reminders. Manage client and company details in one place. Set recurring invoices and view payment history. Export data in various formats.