What are the best aspects of this product?
This is a pretty great app. I specially like the emailing function and how it makes our intaking process a lot more seamless.
What aspects are problematic or could work better?
I encountered some issues with the Google Chrome extension.
What specific problems in your company were solved by this product?
It's now easier to get clients onboarded. Organizing and keeping track of their information is also now more convenient. It saves me a lot of time because I no longer have to worry about things such as: deadlines, manually inputing data, etc.
Are you a current user of this product?
Yes
What is your company size?
11-50 Employees
What is your industry?
Law Practice
EU Office: 1 Agios Georgios Street, 7600 , Athienou, Larnaca, Cyprus
US Office: 120 St James Ave Floor 6, Boston, MA 02116
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