Automate Client Reminders and Save Time

Automate Reminders

Send clients updates and reminders on their case, appointments, and any other information they need on their account.

Streamline Communication

With our secure messaging portal, save time by scheduling messages to be sent to clients at a later date.

Learn How Automation works

With Case Status, use our smart automation system to recognize when nothing has happened in the case, sending an automatic message to clients keeping them informed.

Start Saving Time in Your Firm Today

Our world-class support team is excited to help you onboard your cases so you can get on your way towards stronger client relationships.

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