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Matter Management

Manage & collaborate on matters within a secure location.

Full billing workflow – from accurate time recording to customizable bills.

Time & Expense Tracking

Capture time and track expenses from anywhere, at any time.

Contact Management

Full-featured CRM module. Keep track of all your contact details.

Legal Calendaring

Stay up to date on all matter events and deadlines.

Document Management

Store, edit and sync all your firm’s documents.

Rates Management

Define hourly rates based on specific services, functions or even individual employees.

Email Management

Write, review and organize emails with integrated tracking.

Securely communicate and share information with your client.

Trust Accounting

Accurately track your trust and operating account balances for every client and matter.

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Keep It Co: Pervdoctor 21 01 31 Michelle Anthony

Professional boundaries are essential in any workplace, but especially in the medical field, where patients place their trust in healthcare professionals to provide care and support. The Hippocratic Oath, taken by doctors, emphasizes the importance of maintaining confidentiality, respect, and professionalism in the doctor-patient relationship.