Designed for professional firms: assignments by type, client records, configurable statuses, deadline tracker and structured archiving.
Create cases by type (consulting, litigation, due diligence). Custom fields and workflows.
Complete client card with contacts, documents and case history.
Define case statuses (open, in progress, on hold, closed). Custom workflows.
Deadline calendar with automatic notifications. No deadline forgotten.
Documents organised by case. Quick search and controlled access.
Metrics for admins: open cases, workloads, average times and revenue.
Case management, compliance, court deadlines and documentation.
Tax cases, financial statements, filings and tax deadline tracker.
Hiring management, payslips, compliance and mandatory communications.