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Client Management
Time & Billing Client Exposure Client Management Contacts Practice Launch Pad Reports General

 

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Client Management

The above screenshot shows only a fraction of the Client Management functionality included in BalaBoss Client Navigator. Additional features include relating your clients to an unlimited number of Flags and/or Projects.

Provision is made to record your Clients' Year End and the last year completed. This information is also integrated into  BalaBoss Time & Billing invoicing

Comprehensive Contact Management is included. 

In addition BalaBoss Client Navigator has a unique real-time Client Exposure facility available from virtually anywhere in the application. Just click on the Client Exposure button

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