You asked, we listened.
We’ve launched some of our most requested features along with additional updates that we know will make your life just a little bit easier! Here’s a list:
- HTML Emails/Signatures + Drag & drop email builder
- Email templates / Canned responses
- Send emails directly from matters/leads dashboard
- Workflow ‘search action’ updates (search lead)
- New powerful WYSIWYG editor
- New intake form fields added (email, phone, video embedding)
- Time entries non-billable feature added
- New reports added (aged accounts receivable, attorney revenue report)
- Improved QuickBooks integration functionality
- Filter leads by time frame
Watch our video below to see how you can use these features now!
https://www.loom.com/share/e70853ca42f14985854cdaf8af35e7cb