Client Tracking

The Client Tracking Software has been programmed to provide tracking and documentation for all aspects of your practice. A folder of documents is created and maintained for each client by the software and kept track of within each clients data entry screen.

We provide some simple Will documents and appropriate data entry, plus Health Care Proxies, Powers of Attorney, Homestead Documents, and general correspondence. You can add to and create easily the documents you need for your practice.

If you have questions, please call 978-779-5043 or enter your question below. We will reply to you by e-mail or by phone if you leave your number.

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