Product
Secure messages
Protected client threads and exchanges
Secure file transfers
Share confidential documents without limits
Smart continuous sharing
Centralized communications and activity history
Other features of client-messaging
Automations
Automatic follow-ups and effortless workflows
Smart notifications
Digests and grouped notifications
Smart file requests
Structured collection with deadlines and automatic reminders
Tracking labels & statuses
Case progress management on autopilot
Granular access & permissions
Strict control of internal and external access
Productivity tools
A suite to streamline non-billable tasks
Governance & compliance
Retention, deletion and compliance
Convoflo AI
Smart document renaming and writing assistance
E-signatures
Legally binding signing built in, no third-party tool
White labeling & customization
Secure client messaging in your firm's colors
Website gateway
A direct client entry point on your website
Payment collection
Invoice settlement inside the secure space
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For your client
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For your internal teams
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For your organization
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