Manage calls from initial contact to invoicing and client history. Track receivables and sync with iPad versions. Log job details, send invoices, and access client information directly from the iPhone.
Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.
Manage legal cases with centralized matter tracking, organize case details including contacts and documents, and set reminders for deadlines. Monitor time spent on tasks, generate invoices, and handle document workflows.
