Daylite for Mac

I am the [SENSITIVE CONTENT HIDDEN] of a small law firm. I started using Daylite, and its accompanying program, Billings, when I was the only person tracking and billing time. Then, when I had my first associate, Billings had a way to have second users enter time without complete access to the entire system. Unfortunately, Marketcircle has done away with the tiered access for Billings, and there are very few other programs that easily integrate with Daylite to bill time. I LOVE Daylite for CRM; with a few hours consulting with [SENSITIVE CONTENT HIDDEN] from Blue Rock, it has made my practice very efficient.

Unfortunately because of the lack of accounting integrations (the iOsExpert team is surly and difficult to connect with, as they are in Germany), I will probably transition to another program within the next 1-2 years that is more customized for law practices specifically.

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.

It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.