Navigation, inviting team members, configuring profiles
Personalize communication, enhance client engagement, and lead conversion
Add, delete, and manage leads
Design landing page, setup web-to-lead block
Create and manage appointments
Create, edit, and delete a task
Create and manage matters
Manage items, invoices, discounts and taxes, and loyalty
Create and manage documents and document templates
Manage integrations
Setup business phone system
Chart of accounts, journal entries, trust reconciliation
Manage reports
Setting up email account, email integration, email templates
Contacts overview, companies overview, contacts types
User management, team management
Customize & refine the information
How to clear the cache in different browsers
