Tips, guides, and best practices to help you grow your practice and better serve your clients.
Prepare client documents without moving between separate PDF websites. Merge, compress, split and organise files while keeping the finished copy with the case.
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Import the agreement your organisation already uses, add reusable client and case placeholders, and send a secure link for signatures.
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Connect Gmail or Outlook and keep relevant sent emails, replies and attachments alongside the other information connected to the correct client case.
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A practical inspection-readiness routine for keeping agreements, notes, emails, documents, forms, contracts, invoices, tasks, and reminders reviewable before pressure arrives.
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A practical checklist for keeping agreements, communications, invoices, documents, forms, contracts, and case notes together in one reliable case record.
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Wrapping up the year with new features: Help Center, Feature Toggles, Employer Management, Family Linking, Shortcuts, and more.
December 24, 2024
Many advisers use separate tools for email, documents, e-signatures, and invoicing. Here's what an integrated approach could look like.
December 4, 2024
Turn any PDF form into a mobile-friendly, fillable document that clients can complete from their phone. No more printing, signing, scanning, and emailing.
November 20, 2024
When you represent an entire family, keeping track of who's who can get messy. Learn how to link clients together and see all related cases at a glance.
October 15, 2024Subscribe to our newsletter for monthly tips on running a more efficient immigration practice.