All case communication in one spot Converse, post updates, answer questions, take notes, comment, and have all discussions tagged by real-time email and SMS notifications. Placeholder SHARE WITH CONFIDENCE Share documents and photos between clients and team members across any and all devices, so everyone keeps up-to-date. TAKE IT ON THE GO Use mobile devices like tablets and smartphones to collaborate on key details, discuss major issues, exchange documents, and chart case progress in real time. IMMEDIATE RECORDS ACCESS Authorized users can quickly access client data and case information (including current, past, open, closed, and pending cases), all through one portal. Placeholder AUTOMATIC TIMEZONE CONVERSION Whether traveling or staying in another location, you’ll be in sync with our time-zone conversation management system. TRACK EVENTS Quickly schedule meetings, monitor upcoming events, and invite clients and team members as attendees. VIDEO CONFERENCING Connect with clients and team members via live video chats for even more interactivity. THE ASSOCIATE LINK Bring in external participants on meetings and case viewings by authorizing them as temporary ‘associates’. AUTOMATED ALERTS Want to wish your clients a Happy Birthday? Set up an automatic message for both past and current clients for their special day! KEEPING CLIENT DETAILS UP-TO-DATE Clients can modify their profiles with updated data, photos, passwords, and account settings.

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