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ClientBase

Brand: ClientBase Pte Ltd

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ClientBase Pricing & Plans

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Price Available on Request

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ClientBase Features

  • icon_check Client Management
    Maintain complete client profiles, contacts, communication history, and engagement records in one place.
  • icon_check Contact Management
    Store and organize client, director, shareholder, and stakeholder contact information centrally.
  • icon_check Document Management
    Securely store, organize, retrieve, and manage statutory and client-related documents digitally.
  • icon_check Workflow Management
    Automate routine processes and track task progress to improve operational efficiency.
  • icon_check Task Management
    Create, assign, prioritize, and monitor tasks to ensure timely completion of compliance activities.
  • icon_check Compliance Tracking
    Monitor statutory deadlines, regulatory requirements, and compliance obligations across entities.
  • icon_check Calendar Management
    Track important filing dates, meetings, renewals, and compliance deadlines from one dashboard.
  • icon_check Deadline Management
    Receive alerts and reminders for upcoming compliance, filing, and regulatory due dates.
  • icon_check Reporting & Analytics
    Generate operational, compliance, and client activity reports for better business visibility.
  • icon_check Audit Trail
    Maintain detailed records of user activities and system changes for accountability and transparency.
  • icon_check User Access Control
    Define user roles and permissions to ensure secure access to sensitive business information.
  • icon_check Collaboration Tools
    Enable teams to collaborate efficiently through shared tasks, updates, and document access.
  • icon_check Alerts & Notifications
    Send automated reminders and notifications for tasks, approvals, and compliance requirements.
  • icon_check Entity Management
    Manage company structures, shareholder records, director details, and statutory information.
  • icon_check Data Security
    Protect business and client data through encryption, secure storage, and controlled access measures.
  • icon_check File Sharing
    Share documents securely with internal teams and clients while maintaining version control.

ClientBase Specification

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Web-Based Web-Based
Suitable For
Law Firms
Business Specific
Law Firm
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email Live Chat
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Technology
Next Generation

ClientBase Review

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.