Email and Client Communication

Evidence every client conversation. Emails, attachments and secure messages captured to the right client file.

• Email threads and attachments captured automatically into one auditable client record, not a personal inbox.
• Secure client messaging for sensitive conversations and files.
• Branded client portal: request files and discuss work with clients in one place.
• No password logins, so clients actually respond instead of resetting a password.
• Team client handover: continuity when staff or workloads change.
• Instant activity alerts on replies, uploads, read receipts and approvals.