After two years in closed beta field testing with several firms nationwide, the PlanHappy Portal has now moved to open beta release.

What does that mean?

It means that it is now available as a test version for a wider number of firms to enjoy – free of charge for the Case Manager Version!

If you’d like to be part of that then please ‘register your interest’ using the links dotted around the site and you’ll be invited to participate in the next tranche.

The open beta is a rolling launch.  That means that each element of functionality is released in turn and tested by the users to ensure any niggles are ironed out before the next bit of functionality is released. 

It’s all built and working, we just hide it and reveal it in stages….bit of a tease really. So, Client Records goes live first, then Calendar, then Notes, then Documents etc. You get the idea…..

The advantage to open beta users is that they get early access and help to steer functionality improvements through feedback. The downside is that you wont have immediate access to the full system but additional functionality will be released every few weeks.

So, if that appeals to you then register your interest below and we’ll be in touch!