Help CenterRoles, permissions, and firm preferences.
Lock down access without slowing anyone down.
Admin, Advocate, Accountant, andViewer cover most firms — customize only when needed.
Only partners and accountants should touch trust ledgers. Everyone else sees balances, not buttons.
Remove departed staff immediately and audit who holds admin every three months.
The right reminder on the right channel.
Tareeks by SMS, invoices by email, internal notes by in-app — match urgency to channel.
Suppress non-urgent notifications overnight so the team actually reads morning alerts.
Assign yourself a test tareek and confirm each channel fires before relying on it.
Your data leaves when you want it to.
Export everything or filter by client, matter, or date range for audits and handoffs.
CSV for lists, PDF for records — no proprietary formats, no lock-in.
Compare exported counts against dashboard totals before archiving or migrating.