Staff know what’s next
Prioritized task lists with everything needed to do the work.
Practice management software
Your whole firm, perfectly in sync
Shared client context, clear ownership and automated hand-offs on one connected platform.
Average 4.8/5 from 1,200+ reviews
AI for teams
Less chasing, more doing
- Summarize long client email threads instantly
- Turn meeting notes into assigned next steps
- Sort incoming documents to the right place
- Capture meeting summaries on the client record
Clarity over chaos
Replace coordination chaos with clarity
Managers see progress
Live status across clients without chasing updates.
Leadership visibility
Firm-wide views of engagements, risk and capacity.
Firm-wide visibility
Clarity across your firm
- Shared client communication history
- Self-service answers without interrupting colleagues
- High-level engagement views for leaders
Firm system of record
Progress doesn’t depend on one person
- Centralized client records and notes
- Shared email workspaces per client
- Faster onboarding for new team members
- Documents linked to the work they belong to
Collaborate better
Fewer hand-offs, fewer mistakes
- Standardized workflows for every service
- Trigger-based automation between steps
- Clear ownership on every task
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
For client work, yes — conversations live on the client record. Many firms keep chat for social conversation.
No. Staff get clear priorities, managers get visibility and leaders get firm-wide insight.
Context lives on the client record, so anyone can pick up the work.
Yes. Trigger tasks, assignments and reminders based on status changes.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size