The ‘Engine Room’ of the practice. Client Engager has two views:
Kanban
Personally, our favourite – is interactive cards that are very easy to view.
Traditional
More like the other practice management solutions out there.
Kanban View
This view gives a great visual of your work timeline. There a few distinguishing colours, Red (overdue), Amber (due very soon), Yellow (due soon) and Green (ok)
This view offers a more traditional view, similar to that of other practice management software. This view is especially useful if you want to list notes on each service or task.
