See at a glance who refers how much business to your practice.
Generate New Leads
Get more leads from your website (and more conversations with those leads).
Automate Representation Agreements
Templates, automatic population of merge fields, view notification, e-signature, and more makes it faster and easier to turn a prospect into a client.
Nurture relationships with past clients, partners, and other important people, using Call Mode (see illustration which shows contacts filtered by the "Prospect" tag, with icons allowing you to call from the contact list, or to Start Call Mode).