
I think one of the most useful tools is the activity timeline for each matter. Keeping track of all emails, notes, phone calls and appointments for each client is crucial! It's super helpful to have all these details in one place! Review collected by and hosted on G2.com.
The billing feature could use an update to have this matched with the dashboard so that we can see billing reporting rollups without having to run a manual report. Review collected by and hosted on G2.com.


