Live
P&D Lawyers
A law firm runs its whole practice on ours.
1,000+ clients1,200+ sociedades1,000+ propertiesInvoicingClosingsPayments ledger
Before
The firm's records lived across a legacy tool nobody enjoyed using, a shared spreadsheet, and the memory of whoever handled the file last. Finding one client's sociedades meant asking someone.
Now
Every client, sociedad, property, invoice, closing and payment now sits in one place, and the whole firm works in it daily. Invoicing runs a gapless numbered ledger with partial payments and reversals. It is the system the practice runs on, not a system beside it.
Visit pdlawcr.com
That is the firm's public site. The operations system itself sits behind a login, because it holds live client records.
Swell · Costa Rica