Everything you need to manage clients
Manage your entire client lifecycle in one & linked place.
Client Management
Manage your entire client lifecycle in one centralized place. Track client information, engagement history, and communication all in one linked location.
Document Management
Upload, organize, and share documents securely. Keep all client files in one central location with easy access and version control.
Request Management
Streamline client requests and workflows. Track requests from submission to completion with automated notifications and status updates.
Reports & Analytics
Generate comprehensive reports and gain insights into your business performance. Track KPIs and make data-driven decisions.
Client Relationship Management
Booksly's complete client management solution helps you manage your clients and work more efficiently.
- Record client data within a custom client profile
- Visual map of the entire client history
- Assign, track, and manage work for every client
- Sync automatically for a complete client view
Secure Document Management
Share files with clients in a secure environment. Store and organize documents in one central location.
- Share files with clients in a secure portal
- Upload documents directly to client portal
- Store and organize documents centrally
- Share documents internally with team members
Why Choose Booksly?
Everything you need to streamline your client management workflow.
Streamline Workflows
Automate repetitive tasks and focus on building positive client relationships.
Secure & Compliant
Bank-level security with encrypted data storage and compliance with industry standards.
Save Time
Reduce administrative overhead and spend more time on what matters most.
Access Anywhere
Cloud-based platform accessible from any device, anywhere, anytime.
Everything from client management, to document portals, files, and documents, it's all there. Booksly is constantly updating their platform to better serve their customers. This truly has enabled our practice.
Frequently Asked Questions
Can't find the answer you're looking for? Reach out to our support team.