Everything you need to manage policies, HR, compliance, and business operations in one place
Create coaching letters, warnings, terminations, employment verifications
Evaluate criminal history, calculate risk scores, generate letters
Track employee trips, calculate IRS standard rates
Search, view, and print policies with signature blocks
Create policies using AI with citations and formatting
Track which policies are complete or still needed
Ask "What's our policy on X?" and get instant answers
Track POC commitments and generate reports
Enter quarterly metrics and track EVV compliance
Calculate profit margins for cases
Most common: Form Letters for employee issues, Policy Viewer to find policies, Compliance Dashboard for POC tracking.