1. A little know and used feature - Under utilities there is a feature for wrapping up customization and transferring from one system to another - this can save a tremendous amount of time and allows a practice system system template to be plugged in - in just a few minutes.
2. Doc assembly for short routine doc templates is extremely fast and easy.
3. It combines contacts, matters and related records including calendar, documents, email, notes, billing, etc into one integrated system.
4. It is fast.
5 It is flexible.
6. At an advanced level It is what you make it. Invest time customizing fields, doc templates, automatic workflow and reports and you will be well rewarded. (or even better using the 'package feature' utility see #1 above.
No document portal at the present time. Aug 2016
First - define your needs, workflow, etc. and get someone (user or advisor) who has already done what you want and need to do. Commit to learning, get training. It is flexible - many ways to do same thing - this may be confusing initially but 'it is good to have options'.
Existing users who have used for years and 'get it would to quote one long time user
"would have a cow if they movedto something else'.
It doesn't just happen. The key is to configure the features to support each step of each process in your office. .
Document and Email management
Time Capture generated from other non billing records
Flexible Billing Options Internal or with a Variety of Billing Apps
Integration with Exchange, Office 365
Both On Premise and Remote Access (Private Cloud)