Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.
Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!
Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.
Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.
Speed up and optimise your workflows, identify bottlenecks and generate real-time process and team reports.
Online Client Portal
White-labeled Client Portal that tracks who opens your messages, real-time retraction, auto-filing & large file sending.
Get compliant for GDPR and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.
Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integrate with your CRM and existing software.
Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more.