File Management

All of your client files can be accessed through the File Management section of the RazorPlan Home Page. From here you can Open a Client or start a New Client. You can also view any Razor Leads from this area. The Razor Academy teaches you how to use RazorPlan through interactive case studies.

*All client files are stored virtually on RazorPlan servers. Aside from printed Client Report, there is no ability to save client files outside of the RazorPlan software.