Navigation, invite team members and configure profiles
Create contacts and institutions
Create and manage matters
Setup email account and email integration
Create and manage documents and document automations
Chart of accounts, journal entries, trust reconciliation, and timesheets
Manage items, create bills, and discounts and taxes
Create and manage appointments
Add, delete, and manage leads
User management and team management
Create, edit, and delete tasks and projects
Customize and refine the information
Categorize and organize the data for easy searching, sorting, and reporting
Manage integrations
Manage reports
Setup business phone system
Personalize communication, enhance client engagement, and lead conversion
Design landing page and setup web-to-lead block
Clear the cache in different browsers
