Track case statuses and manage law firm finances. Update matters, communicate with clients and team members. Upload, share, and review documents. Access all records from a single platform.
Synchronized calendar for rational time arrangement.
The app synchronizes with the iPhone Calendar for time arrangement. It offers personal affair management, day, week, and month views, and date calculation.
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
