Splose

Manage client records, upload files, send intake forms, write progress notes and more.

Clients & Contacts

Add contacts associated with a client for fast-access and include them in appointments, invoices and progress notes.

Archive a client to remove them from your client list.

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Merge two client accounts to get rid of double ups

Add new contacts to send invoices, and assign cases and letters.

Remove a contact from searches by archiving them.

Drag and drop multiple files at once, and continue working while files upload.

Quickly access and print files, right from your workspace.

Update the name of files, regardless of the file name originally uploaded in Splose.

Delete files that are no longer needed and free up storage.

Recover previously deleted files within 30 days of deletion.

Find answers and get help from Intercom Support and Community Experts