Collaborate with your team

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.

Exchange messages with your teammates and coordinate on client work.

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

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

Wiki pages let firms create and store internal procedures and cheat sheets that team members can access directly inside jobs.

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

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

Link wiki pages to jobs manually, via job templates, or through pipeline automations.