Manage all of the projects in your firm for each client by creating, organizing, and centralizing all of your tasks and subtasks. Record notes, track time, update statuses, examine a firm-wide view of tasks, and more to increase efficiency and make better business decisions.
Easily manage your work processes by implementing templates, setting recurring tasks, and executing multiple similar tasks at once. These will help you create consistency in your firm, which can save time and increase accuracy.
When your work requires multiple steps for every client, you can save valuable time and decrease human errors by utilizing client organizers, client requests, and automating repetitive tasks. These can help reduce the mental load that goes into setting up and managing your work.
Gain key insights into all the work your firm has going on, who is doing what, how much work is happening, and more. Make better business decisions surrounding employee bandwidth constraints, stages each client is in, and more with this data.
With the ability to track time on each task (as well against a budget amount of time) and to enter in one-off time entries, you can view valuable data to determine productivity within your firm. This can help with training purposes, client experience, and more.