I love that you can make your own templates and style the reports to be exactly how you want them. It takes a little while to learn how to use it, but it's worth it. I wish there was a way to have a more robust way to track the data. I also wish there was a way to have a "master" list of all the questions that are to be asked. The system I am using now is a template so I have to create a new report for each client. I would like to be able to have a master list of all the questions I need to ask and be able to have the system pull the questions from the list. I am solving the problem of having to create a new report for each client. I am using it to keep track of the questions that are asked and the clients.