Transform your client management from spreadsheets to a professional workflow system. Perfect for professional services that need to track cases, deadlines, and client communications.
Automated reminders, status tracking, and client communications ensure nothing falls through the cracks.
Assign tasks to team members with due dates and priorities
Track billable hours by case and generate invoices
Sync appointments and deadlines with Google/Outlook
Tailor data fields to your specific practice needs
Trigger actions based on case status changes
Monitor regulatory requirements and deadlines
Automated invoice generation
Business intelligence dashboard
Branch office management
Join Perth professional services firms saving 15+ hours per week with automated client management.