Practice & Client management
Update client records and create additional follow up tasks for other areas of your practice
Push information from your system of record directly into Estateably and make use of its purpose-built reports.
Push documents generated in Estateably to your Document Management System to ensure all client documents are stored in one place.
Instantly view tasks you have assigned to collaborators and monitor their progress. Get notified when a deadline is approaching, or assign tasks to collaborators