Ability to keep all related documents together, client portal, integrated email, billing, contacts, phone messaging, and perform task tracking. In general, the support team has been attentive and professional. I like the ability to chat with support personnel. Review collected by and hosted on G2.com.

1. Inability to selectively choose which of multiple clients can see a file via client portal when there are more than one client assigned to a file. E.g. when setting up multiple estate documents for a family, we want to make all relevant estate documents available to parents via the client portal, and only selected documents available to each child via the client portal. Today only the "client" role can see specified documents once individual is given client portal access.

2. Inability to have subfolders within a folder within documents

3. Inability to assign status to files. For instance, marking a document as draft, approved, in process.... and to see and sort on its status when opening documents window would be very helpful for managing workflow

4. File terminology confusing as a client's a file and a document within that file are both called "file" -- makes discussion of either difficult.

5. Cannot print pdf's directly from the application--application downloads them and then one has to go through another series of print clicks to get the document printed.

6. Recently, I cannot even view pdf files when I select "View" - the application downloads the file and I need to use identify and then use another application to open and read it.

7. At various times of the day, the application slows to a crawl. It is sometimes faster to close the application and reopen it than wait for an operation to complete. Review collected by and hosted on G2.com.