Features (Coming Soon)

Dashboard

  • View All Your Activities at a Glance
  • Calendar – Today, Weekly Views
  • Viewable Applications – Plan Your Day with Your Important Apps
    Example: Daily Planner, Clients, Conflictmometer, Contacts, Communication Hub, Time & Billing Timer and ...

Client File Organizer

  • Organize Client Files into Folders and Sub-Folders
  • Manage Client Notes, Documents, Tasks, etc.
  • Upload through Google Drive

Conflictmometer

  • High Conflict Clients
  • Client Conflict Settings – High, Medium, Low
  • Client Alerts, Messages
  • Links with Client Files
  • Monitor Unlimited Clients (for Social Services, Children’s Aid, Police, etc.
  • Links to Communication Hub

Daily Planner & Tasks

  • Your Daily To-Do List – Clients, Practice, Personal
  • Appointments – Links with Calendar
  • Color Coded for Easy Viewing
  • Attach Tasks & Projects to Calendar
  • Create Assignments and Team Task
  • Show Task Status
  • Upload Files

Calendars

  • Create Unlimited Calendars – Clients, Practice, Personal, etc.
  • Create Unlimited Team Calendars
  • Customizable – Daily, Weekly, Monthly and Yearly
  • Events, Activities, Appointments and Tasks
  • Mobile Access
  • Recurring Events
  • Share with Associates
  • Unlimited Reminders
  • User Defined Viewable Permissions

Parenting Schedule(s)
(For Clients)

  • Create - By Parent, by Child(ren), Customized Schedules
  • Custom Note Section
  • Non-Resident - Parent Meals
  • Pick Up and Drop Off Schedules
  • Pre-Programmed Schedules –(50/50%, 70/30%, 80/20% etc.)
  • Recurring Schedules
  • Vacation Schedule

Communication Hub

  • Email Manager – Client Sorting, Time & Billing
  • Notifications, Alerts and Reminders
  • Links with Conflictmometer
  • Mobile Access
  • WYSIWYG Message Editor
  • Links with Outlook, Gmail and Yahoo

Contacts

  • Client, Practice and Personal Folders
  • Links with Appointments on Calendar
  • Attach Files and Notes to the Contact
  • Custom Fields

Notes

  • Client, Practice and Personal Folders
  • Private or Sharing of Folders or Individual Notes
  • Filter By Date, Title
  • Tags
  • Unlimited Sub-Folders
  • Email Individual Notes
  • Add Notes To Calendar
  • Upload Attachments
  • Comments On Notes
  • Full WYSIWYG Editor For Professional Documents
  • Links to Google Drive

Media Center

  • Upload Photos and Videos for Client Files
  • Create Folders and Unlimited Subfolders
  • Email Folders, Subfolders or Pictures
  • Share Folders or Subfolders
  • Links to Google Drive

Documents

  • Clients, Practice and Personal Folders
  • Share Folders or Individual Documents
  • Email Documents
  • Private Settings
  • Links to Google Drive

Journal

  • Write Private Thoughts
  • Upload Files
  • Attach To Calendar
  • Tags
  • Share or Private Settings

Popup Billing Timer

  • "Hot-Key" Timer
  • Keep Track of your Client Time
  • Bill by Client, Service, Professional
  • Adjustable Billing Rate
  • Links to Invoicing

Invoicing

  • Client Account Billing
  • Customized Invoices
  • Client Split Billing (2 Parties)
  • Retainer Management
  • Export to 3rd Party Accounting Programs

Other Features

  • Assistant’s Applications
  • Marketing Services for your Practice
  • Client – Rebalancing Beneficiaries Support Insurance
  • Calculations (for your Clients)

Mobile

  • Practice While “On the Go”. Everything you need in 1 place
  • Manage Calendars and Events
  • Multiple Language Support
  • Receive SMS Text Notifications, Reminders and Alerts
  • Works with All HTML5+ Supported Devices
  • Coming soon
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Secure Support Payments

  • Calculate Support Insurance
  • Child Support
  • Children's Special Expenses
  • Alimony / Spousal Support
  • Other Repayments
  • Rebalancing Payout
  • Payment Schedule
  • Notifications to Beneficiary
  • Critical Illness Insurance
  • Long-Term Disability

Directory Professionals

  • Family Attorneys / Lawyers
  • Family Mediators
  • Divorce Professionals
  • Life Insurance Advisors
  • Financial Advisors
  • Real Estate
  • Education
  • Health Care
  • Therapists
  • Associations
  • Organizations