Affordable Practice Management for Consultants — $10 mobile/$50 computer
Do you feel your consultant’s business would be more organized with practice management software? CaseManager gives you a “home” area for each project or client, a super-simple way to schedule (or re-schedule) meetings, work or other events, and way to bill with just a couple of clicks.
CaseManager runs on Mac and Windows computers, and Apple and Android phones and tablets. Although CaseManager is an app, not a web service, you can keep the data on all your devices current by clicking the “Sync” button–your data is synchronized using your free and secure Dropbox account. After the purchase price, there is nothing more to pay. There is no cheaper practice management system for keeping multiple devices in sync.
And if CaseManager does not fit your needs, your purchase payment will be refunded.
Case Manager for Consultants
Work sessions are scheduled by merely tapping/clicking the desired time slot and picking the client. To re-schedule, just drag it.
- Click “Send Invoice” to automatically attach invoice for unbilled sessions in an email to your client together with your pre-made customized greeting. Click Send and billing’s done!
- Like Google Calendar? No problem–synchronize your CaseManager Calendar with Google Calendar.
- Want more order in your billing list? You can filter it for work “Billed”, “Unbilled”, and “Paid
Benefits
Have you been managing your practice with unintegrated independent applications that often do not work well together? Now, without spending an arm and a leg, you can download an application that pulls together the primary elements of your practice.
Calendar
The way you like it–informative and fast.
Contacts
Associated with your a project/client, or global list. Email with a click.
Notes
You’ll never lose something your client said or something that came to you unexpectedly. Put them in with speech, keyboard, or even your finger.
Documents
Associate documents of any type with your client–view them in their native app on any device.
Tasks
Write your to-dos once–use in global list or associated with your client.
Time & Expenses
No one likes this so we make it just the minimum number of clicks from work done to the invoice attached to an email (or pdf).
Save Time & Tidy Your Desk
Keep track of everything important to your business easily and anywhere.
Make Your Life Easier
“I have found CaseManager to be very functional and intuitive. The learning curve is not steep.”
“CaseManager is a simple and easy-to-use solution.”
“… for easy, intuitive practice management at an affordable, fixed price, CaseManager will get the job done.”
“The application is aces…”
Get CaseManager for Consultants
Download the CaseManager that is right for you. CaseManager is available for all major platforms.
