What do you like best?
I really appreciated the integration with Outlook in regard to the calendar and emails. Super useful, and can keep a running tally of what is going on in the file, and saving the pertinent documents.
What do you dislike?
The integration of Outlook email and calendar system is for Windows users only. When the firm switched to Mac, that integration was lost, and the development team was not able to create that integration for over a year or more.
Recommendations to others considering the product
I would highly recommend it, if only for the fact of Outlook integration and the cloud-based structure for ease of use.
What business problems are you solving with the product? What benefits have you realized?
This was used as a case management program for the small firm I worked for, and was very useful for that purpose. I loved the cloud-based data saving, so you could potentially access this network from home or during trial..