Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Manage service requests and track performance data
Service operators manage request queues and track performance metrics including start time, reaction time, and quality assessments. Clients interact with colleagues and community users to submit and monitor service requests.
Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Log time entries with customizable categories and tags. Calculate hourly rates and total earnings. Generate detailed reports and export data in multiple formats. Track projects and set reminders for time entries.
Track project schedules and daily work logs. View progress photos and work scopes. Access contracts and invoices. Receive real-time updates on project status. Communicate with project teams through the .
Access real-time data on storage, contracts, tickets, and invoices. View detailed records, generate reports, and manage documents. Set reminders and track deadlines. Sync with cloud storage for remote access.