Clients and client groups
Every client workspace, organised how your firm works.
Read moreClient questionnaires
Ask once, chase never.
Clearer work, fewer loose ends
- Ask once, chase never.
- Firm authored questionnaires assigned to client workspaces.
- Bank statement coverage requests with document upload built in.
- A client's bank transaction file imports straight from the questionnaire.
Client questionnaires
Ask once, chase never
Firm authored questionnaires assigned to client workspaces, including bank statement coverage requests with document upload built in. A client's bank transaction file imports straight from the questionnaire, and rows that fail land in a correction grid instead of aborting the upload.
Back to Practice ManagerMore in client portal and context gathering
Client portal
Give clients a door, not a key to everything.
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 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