doubleN3
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What doubleN3 does

One tool for the work, the time, the billing and your clients. Here is every module, and what it does for your firm.

The work

  • Today

    • Your tasks, mentions and review queue
    • At-risk jobs before they slip
    • A timer one click away

  • Deadlines

    • Filing dates computed from your jobs
    • Filters and saved views
    • Reassign and mark as filed from the list

  • Jobs

    • List, board and calendar views
    • Recurring jobs and templates
    • Tasks, checklists, review and sign-off
    • Budget by role and profitability

  • Procedures

    • A visual canvas to draw your procedures
    • Versioned publishing, with change comparison
    • Evidence and history for every completed step

Time and billing

  • Time

    • Weekly timesheet by task
    • Keyboard timer
    • Daily approval
    • Works on a phone

  • Billing

    • Work in progress by job
    • Draft invoice when a job closes
    • Approval for budget overruns
    • Monthly period close
    • Export to QuickBooks

  • Capacity and reports

    • Hours committed against hours available
    • Utilization, WIP, realization
    • CSV and Excel export

Clients

  • Clients

    • Records, contacts, households and groups
    • Custom bilingual client forms
    • CSV import with a dry run

  • Prospects and quotes

    • Prospect pipeline and follow-ups
    • Versioned quotes with GST and QST
    • Branded PDF, signed online
    • Renewals

  • Documents

    • Filed by client, year and folder
    • Versions and trash
    • Request lists with progress tracking
    • Downloads with receipts

  • E-signature

    • Fields placed on the PDF
    • Multiple signers, in the order you set
    • Drawn, typed or uploaded signature
    • Certificate of completion and sealed PDF

  • Client portal

    • One list across all of a client’s entities
    • Upload from the phone camera
    • Sign and download
    • In French or English, the client’s choice

The firm

  • Roles and access

    • Eight ready-made roles
    • None, read or write access, module by module
    • Optional mandatory multi-factor authentication

  • Settings

    • Firm branding
    • Audit log
    • Privacy officer and incident register
    • Guided setup checklist

  • Everywhere

    • ⌘K search
    • Installable as an app
    • Layouts designed for the phone

What comes next

Live QuickBooks Online sync and Microsoft 365 email triage are in preparation. We will tell you when they are ready.

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