The case management system allows me to have all my client matters in one place. I like the ability to use intake questionnaires to avoid data entry and to prepare cases using the provided template processes. The support team is very responsive and really helpful. Review collected by and hosted on G2.com.
I find the design a bit clunky. There can be too many things to click and too many links to follow to get to where I need to be. I also think some of the steps are a bit counterintuitive, and I don't always have time to watch a video to figure out what to do. Review collected by and hosted on G2.com.
