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.

How team members can collaborate in client chats using @mentions and internal messages, plus how to change sender names in automated messages

Exchange messages with your teammates and coordinate on client work.

Tag other team members in chat threads, tasks, job cards and account notes.

Let your team publish internal cheat sheets or SOPs for employees or clients.

Make sure team members always have the instructions to procedures they need to follow when they need them.

Search, filter, sort, and manage your firm's wiki pages.