Checklist
Use mobile mode for momentum, not heavy admin
The app is mobile-aware enough to support triage, reminders, and lightweight review, but deep document work should still be treated carefully.
Guide
How to work when the phone is all you have
Use phone-only mode for triage, reminders, confirmations, and urgent visibility, not for heavy admin or long-form reconciliation.
Phone-Only Mode
Use the phone for momentum, not complexity
A phone-only day can still protect deadlines and client trust if the practice knows which tasks to avoid.