Basil: What is the difference between Basil Simple and Basil Advanced?

Basil Simple is designed for users who just need basic features of a Client Portal at a lower cost, including:

- Client Dashboard
- Document Management
- Electronic Signature
- Team Members
- Tasks
- Forms

Basil Advanced contains the same features of Basil Simple, plus:

- Workspaces
- Folder Templates
- Projects
- Timesheets
- Calendar
- Email and Chat
- Reports

To switch between these two versions, the Account Owner can go to Settings > Tier settings. When trying to switch from Advanced to Simple, you may get an alert instructing to delete items related to Advanced features.