What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
In Version 2020, we added the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction in Accounts Payable Software (APS)! Read More...
Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type? Read More...
Beginning in Version 2020, you can now select whether you want the Newsletter Reminder window to pop up each month or not! Read More...
Every time you open a new matter, what other tasks do you need accomplished? WorkFlows automate many tasks so that you can spend more of your time on the things that need your personal attention. Read More...
If you haven’t updated to Version 2020 yet, you are missing out on some great new features! Read More...
