Centralized newsfeed of activity in your firm. Client activity, emails, secure messages, task assignments, and more.
Create a task or follow-up from any email. Quickly deal with issues and ensure nothing gets lost as you go about your day.
To help you sort through Inbox+ quickly, choose to see all notifications, bills, document uploads, emails, or task updates.
Move from your To Do to Archived with the click of a mouse. Never lose track & restore to active at any time, should the need arise.
Real people to answer your questions. White-glove setup & onboarding. Import tools to transition quickly. Unlimited contacts, e-sign, storage. Try a 2 week trial today, no credit card required.