Basil all-in-one practice management software includes several features offered at one price:
- Secure Client Portal - share documents with your clients
- One more Workspaces for each Client that can be shared independently
- Internal and External folders - client access only to documents that are ready to be shared
- Separate workspace for your firm's own documents
- View documents online, edit office files with file lock, versioning, history, and rollback
- Task manager - create and assign tasks to your team members and clients
- Generate reports like time sheets and billing details
- Projects and workflow to group all tasks related to a project
- CoraAssistant automated follow-up with owners of tasks that are not completed
- Electronic Signatures, templates, KBA (knowledge-based authentication)
- Team Members, Client Users, and access permissions
- Configurable In-App and Email notifications
- Powerful local and global search functions
- 50GB storage included for each team member
- Mobile App (iPhone) for most of the features