Clients and client groups
Every client workspace, organised how your firm works.
Read moreFirm inbox
Client email, read and triaged for you.
Clearer work, fewer loose ends
- Client email, read and triaged for you.
- Microsoft 365 email integrated into the firm.
- AI thread classification, sentiment tagging, action item extraction and reply drafting.
Firm inbox
Client email, read and triaged for you
Microsoft 365 email integrated into the firm, with AI thread classification, sentiment tagging, action item extraction and reply drafting.
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 moreClient health
Know which client has gone quiet before they leave.
Read moreMeetings
The meeting ends, the follow ups already exist.
Read more