Parties
Keep the contact information for everyone related to a client in one place.
Deadlines
Keep up with upcoming client and matter deadlines.
Tasks
Track, assign, and complete tasks for your clients.
Emails
Tag all emails to clients, so you’re no longer searching your inbox.
Calls
Track the outcome of calls.
Notes
One central place to track any notes about your clients.
Documents
Store all documents related to your clients.
Meetings
Track all past and future meetings.