Simplifyte is the all-in-one workspace for managing your firm's daily operations - tasks, clients, documents, and your team, wherever you are.
TASKS & WORKFLOW
• Track tasks across your whole team or just your own list
• Custom views, statuses, and filters to match how your firm works
• Comments, remarks, and time logs on every task
• Never miss a deadline with due-date and overdue tracking
CLIENTS & DOCUMENTS
• Keep client records, contacts, and groups organized
• Store and organize documents by client, task, or folder
• Share files instantly or email them straight from the app
TEAM MANAGEMENT
• Manage users, teams, and team leaders in one place
• Track attendance, check-ins, and timesheets
• Handle office requests and approvals on the go
STAY ON TOP OF EVERYTHING
• A daily dashboard that surfaces what needs your attention
• Reminders and calendar events synced across your team
• An inbox that keeps every update in one feed
• Private and shared notes for anything that doesn't fit elsewhere
Built for teams who need their practice management system in their pocket, not just on a desktop.
Manage tasks, clients, documents, and your team - all in one place.