Scheduling & Appointment Management

Now you can extend the power of  Workspace to your customers. You can transfer documents to and from your clients securely, reliably, and quickly. No more emailing “Confidential Information” through the internet.

We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.

Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making […]

New features include automated project alerts, billing flexibility, AR posting and new invoice formatting.