• Contact Management: Centralize and manage all business contacts efficiently.
• Company Management: Oversee company details, structures, and statutory requirements seamlessly.
• Company Administration: Handle appointments, capitalization, ownership, and statutory reporting for entities registered globally.
• Compliance: Utilize customizable risk rules, integrated background checks, and regulatory reporting to maintain adherence to compliance standards.
• Document Management: Streamline document creation, approval, signing, and secure storage to reduce errors and improve collaboration.
• Billing and Time Management: Record time and expenses, generate invoices, and manage payments effectively.
• Banking: Facilitate banking operations and transactions within the platform.
• Legal Case Management: Connect case details, calendar appearances, documents, compliance, billing, and performance reporting for legal practices.
• Calendar and Tasks Management: Organize appointments, deadlines, and tasks to enhance productivity.
• Financial Management: Oversee financial operations, including budgeting and financial reporting.
• Reports and Templates: Generate standardized or customized reports and document templates with mail-merge capabilities.
• Search Engine: Quickly retrieve information across all data within the system.
• Business Intelligence Reports: Gain insights into business performance through analytical reporting.
• Business Projects Management: Manage projects with tools designed to track progress and resources.
• Security: Ensure data protection and access control within the platform.
• Human Resources: Manage HR functions, including employee records and performance tracking.

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