Workflow & Email Marketing Automation

Save hours of your time using workflow and email templates. Build it once and instantly activate them for any matter or contact. Delegate tasks to team members, receive notifications and view progress bars for each matter!

Automate Your Workflow & Email Marketing

Create email and workflow sequences and automatically apply them to any contact or matter

View the progress of each matter – see what needs to be done and when

Receive automatic notifications when engaged by a team member

Create a task and assign it to coworkers – eliminate back-and-forth

Create email and workflow sequences and automatically apply them to any contact or matter

View the progress of each matter – see what needs to be done and when

Receive automatic notifications when engaged by a team member

Create a task and assign it to coworkers – eliminate back-and-forth

Create email and workflow sequences and automatically apply them to any contact or matter

View the progress of each matter – see what needs to be done and when

Receive automatic notifications when engaged by a team member

Create a task and assign it to coworkers – eliminate back-and-forth

Create Email And Workflow Sequences And Apply Them To Any Contact or Matter

Intake a client, send a followup email, schedule an appointment and then finally send a contract with the click of a button. Create multi-email sequences for any contact and activate them instantly.

View The Progress Of Each Matter - See What Needs To Be Done And When

Never miss a beat. With our matter progress bars you can see case advancement at every step. Keep each matter or client’s “to-do” within view at all times.

Receive Automatic Notifications When Engaged By A Team Member

Be informed of what happens in your firm. Receive notifications when a coworker assigns you to a task or schedules an appointment that requires your presence. We’ll even add these events to your agenda automatically.

Create A Task And Assign It To Coworkers - Eliminate Back-And-Forth

No more missing tasks, overdue due dates, or “I forgot about that one”. Now, you can send any task to a coworker! Tasks are added to your Agenda with due dates and automatic reminders. Tagged users receive a notification, and you will receive another when the task is complete.

Everything Your Law Firm Needs And Uses

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