Integrated, and seamless communication between client and team member(s)

Client and internal communications

Bulk reminder messages for pending client actions

How to use?

Navigate to Client Dashboard > Communication

There are two sections in this platform:

1. Client Messages: This is used for communicating back and forth with the client

2. Team Messages: This is used for communication amongst the team members of the practice and specific to a client

The access to client messages can be controled using role-based access

This form of communication helps keeps the discussion focused on a specific client and not other issues / topics

This maintains a history of all client and team communication, eliminating the need for cumbersome e-mail based communication