| State forms & monthly court reports | Rebuilt by hand per client; version chaos | Clinical note templates; state DUI program forms rarely supported | Merge-tag document templates; monthly reports with draft, finalize, PDF, history |
| Attendance proof for courts/DMV | Manual logs; hard to audit | Session notes, weak court reporting | Tri-state attendance, kiosk signature check-in, attendance reports with PDF export |
| Fee plans, balances, collections | Tabs and formulas that break | Insurance-billing focus; weak program-fee tracking | Fee schedules, balances, Stax card/ACH/PayPal invoice, portal self-pay, receipts |
| Client self-service | None | Patient portals, not court-program status | Client portal: MFA login, balance, pay online, documents, profile edit |
| Program reporting | Pivot tables rebuilt each month | Export then reformat | 11 built-in report types plus saved, re-runnable custom reports |
| Audit trail | None | Partial | Full staff audit log plus document and generation history |