Communication
Secure communication: emails, chats, tasks for your clients
- SMS (Basic): Billing
- SMS (Setup): Add phone numbers for clients
- SMS (Basic): Create and send
- SMS (Setup): Connect, verify, disconnect Twilio
- SMS communication FAQ
- SMS (Basic): Create & apply templates
- SMS (Basic): View, filter, print
- Firm Balance (Basic): Top-up and Audit trail
- Communication: Bulk actions
- Email (Basic): Send in bulk
- Email: Overview
- Docs (Basic): Request docs from clients in different ways
- Email (Use Case): Sync several accounts to the same email address
- Communication (Use Case): Personalize interactions for specific client groups
- SMS: Troubleshooting
- Automove (Basic): Send messages & link to jobs
- Team chat (Beta): Communicate with your colleagues