Clients and client groups
Every client workspace, organised how your firm works.
Read moreClient intelligence hub
Walk into every client call already briefed.
Clearer work, fewer loose ends
- Walk into every client call already briefed.
- An AI built client synopsis assembled from an evidence pack of real source items.
- Every claim validated against its source and dropped if it cannot be traced.
- Thin history is flagged as low signal rather than dressed up as insight.
Client intelligence hub
Walk into every client call already briefed
An AI built client synopsis assembled from an evidence pack of real source items, with every claim validated against its source and dropped if it cannot be traced. Thin history is flagged as low signal rather than dressed up as insight. Attention items surface across meetings, email action items and connected systems.
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 health
Know which client has gone quiet before they leave.
Read moreFirm inbox
Client email, read and triaged for you.
Read moreMeetings
The meeting ends, the follow ups already exist.
Read more