Clients and client groups
Every client workspace, organised how your firm works.
Read moreClient health
Know which client has gone quiet before they leave.
Clearer work, fewer loose ends
- Know which client has gone quiet before they leave.
- Health signals derived from real communication patterns such as contact recency, reply pairs and response times.
- A metadata only evidence trail, scored per client.
Client health
Know which client has gone quiet before they leave
Health signals derived from real communication patterns such as contact recency, reply pairs and response times, with a metadata only evidence trail, scored per client.
Back to Practice ManagerMore in client portal and context gathering
Client portal
Give clients a door, not a key to everything.
Read moreClient questionnaires
Ask once, chase never.
Read moreClient sign off
Get the client's signature without a PDF and a posted letter.
Read moreClient intelligence hub
Walk into every client call already briefed.
Read moreFirm inbox
Client email, read and triaged for you.
Read moreMeetings
The meeting ends, the follow ups already exist.
Read more