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Research Playbooks Example
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The Swiss Army Knife of Practice Management Systems - meaning it doesn't do anything very well
The fact that you have to add 5-10 integrations to it just to get it to do the basics.
Saves me a lot of time! I love that I can send scheduled emails, you can e-sign documents, upload documents, create email templates, and it is very easy to keep track of client intake!
we had splintered information – billing on one application, calendars on another, contact information on another .. no integration. There was difficulty in keeping everything synced up.
Nothing worse than needing to return a call to an important contact while out of the office and not able to access the contact information because it’s on a desktop back at the office!
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