DASHBOARD & REPORTING SOFTWARE

A single source of truth for all your client data including real-time balance, transaction history, and distribution guidelines.

Featuring:

• Easy-to-Navigate Dashboard
• Real-time Customer Service Data
• Intuitive Search Features

DOCUMENT STORAGE AND WORKFLOW

Safely store, assign, and organize client requests and documents in a central and secure storage space complete with assignment queues and custom workflows.

Featuring:

• Automated Text/Email Client Notifications
• Workflows To Manage and Segregate Duties
• Hipaa Compliant Document Storage

TIME MANAGEMENT & TIME TRACKER

Manage client engagement hours with a service-centric dashboard complete with automated timekeeping, receipt tracking, invoicing, and admin approvals.

Featuring:

• Fully Integrated Mobile Experience
• Case and Client Assignments
• Time Management & Expense Tracker

CRM & PIPELINE MANAGEMENT

Build, manage, and streamline your pipeline of new business opportunities by collecting new client and new referral source information.

Featuring:

•  Set and Monitor Tasks and Assignments
• Client Progress Bar with Document Validations
• Time Management & Expense Tracker