Features
Unlimited invoicing with online payment links
AI-powered proposal generation
Legally vetted digital contracts with e-signature
Time tracking with live timesheets shared with clients
Expense tracking with receipt uploads
Client CRM with profiles, project history, and communication tools
Online payments via Stripe and PayPal (135+ currencies)
Automatic payment reminders and overdue alerts
Partial payments and deposits
Recurring invoices for retainers
Custom branding on invoices, proposals, and contracts (Starter+)
Client portal for sharing progress (Pro)
Unlimited file storage (Pro)
Weekly time reports and time insights
Manual time entry with billable/non-billable categories
Multi-channel application suite (online, in-person, phone)
Underwriting workbench with rules engine
Automated digital policy issuance
White-labeled customer self-service portal
Agent portal with sales management tools
Admin portal for post-issue servicing
TPA services for carrier servicing
Claims initiation via admin and customer portals
Performance IQ for operational insights
Data Optimization Suite for data modeling and activation
Innovation Lab for AI tooling access
Responsive illustration tools for agents
Digital payments and post-decision adjustments
Digital sales enablement for agents
Multi-product support (life and annuities)
