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Centralized newsfeed of activity in your firm. Client activity, emails,
secure messages, task assignments, and more.

Turn notifications into actionable tasks

Create a task or follow-up from any email. Quickly deal with issues and ensure nothing gets lost as you go about your day.

Filter by activity type

To help you sort through Inbox+ quickly, choose to see all notifications, bills, document uploads, emails, or task updates.

Bulk action & mark archived

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.

Don't worry,
it'll be easy.

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.