Keeping client information on track
Discover all the essential features
Recording basic information
This system saves all general information about your clients, including their contact details. This may include their names, their cases and more. We keep all the essential data in an online space that is easily accessible.
Classify client information
By providing different classifications of your data, such as from individuals to companies, you can simplify your searches into an easy process. Why not keep your process easily accessible and simple to search?
Contract management with accuracy
Thanks to a flexible and dynamic system, you may also search and view contracts made with your clients, all stored electronically within the system. Now you can update your contracts digitally through the Cloud.
Access to financial statements
In addition, this handy system also provides access to your client’s financial statements, making all payments easily traceable. Thanks to a detailed record of your client’s payment details, you can stay aware and on top of your services.
