Our Docs Pro plan unlocks features that you can use for all of your Practice Areas.
Here are all of the features available under Docs Pro:
Doc Creator: Upload and create documents from scratch for all practice areas.
Forms Exchange: Trade/buy/sell forms on our Forms Exchange marketplace.
Additional CRM Tools:
Custom Fields: Create and customize fields to collect data from your client. These fields can be used in features such as Doc Creator.
Checklists: You can create customized document and task checklists for each practice area.
Payments: You can create invoices and collect payments from your clients using our NextChapter Payments integration.
Clio Integration: You can sync your client data with NextChapter using our Clio integration.