Branded portal & app
One secure place for every client conversation.
Communication drives progress
Client communication that moves work forward
Not another inbox. Messages, requests and reminders that get things done.
Average 4.8/5 from 1,200+ reviews
AI for client communication
Let AI handle the back-and-forth
- Internal AI drafts and polishes client emails
- Smart intake asks the right questions automatically
- AI notetaker captures every meeting
- An AI coworker follows up so you don’t have to
A better way to work with clients
Keep communication, documents and updates flowing
Automated requests & reminders
Clients get nudged; your team doesn’t chase.
Centralized communication
Every message lives on the client record.
Connected client conversations
The full picture, always
- Messages linked to the client and the work
- Questionnaires and checklists in the same thread
- Engagement letters tracked alongside conversations
- Full team visibility — no forwarding required
Clear next steps
Clients know exactly what to do (and when)
- Intake questionnaires and document lists
- eSignatures and payments in the same flow
- Automatic reminders, fewer follow-ups
Client messaging
Stop managing inboxes. Start having conversations.
- Secure messaging in the portal and app
- Share documents right in the thread
- Notify the right teammates automatically
AI meeting assistant
Never take meeting notes again
- Joins Zoom, Teams or Google Meet
- Real-time transcription on the client record
- Detects milestones, deadlines and follow-ups
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Messages are secure, tied to the client record and visible to your team, with requests and reminders built in.
No. Smart links let clients complete simple tasks securely without a full login.
Yes. Conversations belong to the client, not one person’s inbox.
Yes. Messages and files are encrypted and protected by MFA.
No. Reminders are bundled and paced, and you control the cadence.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size