In small-business mode a "matter" becomes a "project". Each project holds its customer, agreement, tasks and invoices, so you always see what is open and what has been paid.
An agreement with a customer is built from a template — a non-disclosure agreement, a lease and more — goes out to be signed from a phone and is kept in the project.
- Customers and projects in one place
- Agreements from templates, with Word and PDF download
- Invoices and accounting documents
- The customer signs digitally from a phone
