Team collaboration
Features to enhance teamwork and communication within your firm.
Our most widely used features for teamwork
Team-management tools to keep your team aligned and productive.
Team collaboration in Client chats
How team members can collaborate in client chats using @mentions and internal messages, plus how to change sender names in automated messages
Use Team chats
Exchange messages with your teammates and coordinate on client work.
Manage Team chats
How to set up and manage Team Chat for smooth collaboration — from creating channels and to moderation.
@mentions
Tag other team members in chat threads, tasks, job cards and account notes.