Focus your energy on your cases - not organizing. Make managing your work easy with templates for clients, strategic planning, and critical documents. Save time, lower stress, and even increase your caseload!
All your work for a client, all together. Ideal if you’re working on multiple projects with each client.
Keep up with your current and prospective clients - all from one place. Ideal if you only have a few projects for each client.
A centralized location for quick access to your business’ documentation, such as company policies, standard operating procedures, and forms for new hires. Any files you need to keep the day-to-day of your business running smoothly go here.
Capture your company’s goals and growth initiatives in one spot. You don’t lose sight of the bigger picture and there’s a clear place to log any ideas to revisit later.