Question: Do you know of a collaborative practice management platform that automates routine tasks, enables team collaboration, and provides a client portal for secure engagement?

Karbon is built specifically for accounting firms, offering a single platform for managing entire practices. It includes features like client management, business analytics, workflow automation, project management, team collaboration and a secure client portal. Karbon integrates with apps like Zapier, Xero and QuickBooks Online, automating many low-value tasks and increasing productivity, with customers reporting an average savings of 16.5 hours per week.

Another option is Klara, a patient engagement platform for healthcare professionals. It centralizes communication channels, facilitates team collaboration and automates outreach workflows while ensuring HIPAA compliance. Klara integrates with many EHR systems and offers a secure patient portal for accessing encrypted messages, resulting in a significant reduction in phone calls and better patient outcomes.

For a more specialized solution, CASEpeer is designed for personal injury attorneys. It includes case management tools, a secure client portal and automation of tasks through AI. CASEpeer offers robust reporting and analytics tools and excellent customer support, making it a powerful tool for managing legal practices efficiently.