How to get started
Learn how to set up folders, create a case, use and move "building blocks" around, create a header and footer, share your reports with clients and add confidential notes.
Upload your old cases
You can upload a PDF of any case for free - the case will be available forever and you can share it with clients and add confidential notes as well.
Video and Image capture
Learn how easy it is to capture images from your computer screen, resize and capture them. Capture a video and embed it just by playing it on your computer.
Using AutoText to end retyping
Our "text snippets" feature provides a way to type words, phrases, paragraphs or whole pages just once.
Manager control panel
Examine your stats, who has access to which case, creating employees and changing your plan.
