A communication hub for you and your clients to share and organize documents, as well as manage time entry. It makes it very easy to keep track of your cases, and for your clients to communicate with you. It also allows you to archive and search for documents as needed.
It allows easy reference to amounts that are outstanding from the client, and to determine what funds are in route. It also allows for easy upload and communication between the document and e-mail programs and the Acuity document storage system.
The toggles between some of the features could be linked better, and the program could let you sort cases by handling attorney. That would be great. It would be good if notes could be sorted by handling attorney as well. The process of uploading related documents could be easier. As it stands, you have to travel from one document to the next and then back to notes using the back arrow. That is time consuming and unnecessary.
The Notes cannot be organized or prioritizes by the recipient. There is also no way to tag or flag notes for follow up.
There are a number of automatically populating notes that are unnecessary and redundant, and they are impossible to vet on sight because they do not identify the case they are associated with. For instance, notes appear to advise that Answers or reports are due, but they don't identify the case to which they below unless you open the note, which is time consuming when you do not have that much time on your hands.