The Swiss Army Knife of Practice Management Systems - meaning it doesn't do anything very well
2
The fact that you have to add 5-10 integrations to it just to get it to do the basics.
3
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!
4
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.
5
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!