CRM

Practice Management

• Assigned Workflows
• File Management
• Business Contacts
• Task Management

CRM General

• Document Compare
• The Client Record
• Create Clients
• Advanced Search

The Dashboard

• The Dashboard
• Widgets

User Reports

• User & Scheduled Reports

File Notes

• Voice to Text
• File Notes

Emails

• Webmail v Outlook Plugin
• Outlook Plugin
• Webmail

SMS

• SMS Messages

Service Packages

• Services and Service Packages

Referral Sources

• Referral Source

Client Details

• Professional Advisers
• Class & Marketing Status