Clients and client groups
Every client workspace, organised how your firm works.
Read moreClient sign off
Get the client's signature without a PDF and a posted letter.
Clearer work, fewer loose ends
- Get the client's signature without a PDF and a posted letter.
- A tokenised sign off page the client opens directly.
- An AI drafted sign off letter to start from.
Client sign off
Get the client's signature without a PDF and a posted letter
A tokenised sign off page the client opens directly, with an AI drafted sign off letter to start from.
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 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