Improved Communication

Making it easy for clients to get in touch 24/7

Multiple Communication Channels

A variety of communication channels, which you can enable individually, allow your clients to get in touch any time of the day from any device.

SMS

Send SMS messages to one or multiple clients at a time
Messages can be automated (e.g. Payment Reminders, Appointment Reminders, etc...)
Replies are retrieved automatically and can be handled based on your rules and keywords in the message (e.g. STOP, Y, N)
You can use SMS for two-factor authentication to the web portal

Emails

System allows manual and automated scheduled emails
You can send one at a time or in batches (mass emails)
Replies are handled via the Outlook Add In (available for Windows and Web)
Works with any SMTP provider (e.g. Exchange, Office365, Gmail)

Emails and SMS messages can include auto-generated tiny URLs that point to custom forms (such as surveys, feedback, or data entry forms)

Mobile App

Shows custom content per client
Allows pushing notifications to the phone (e.g. Bank Debit performed or Payment Due notifications)
Customer can use the app to submit inquiries, just like on the web portal

Electronic Signatures

Built-in eSign functionality allows you to keep the client on your site
Optional signatures allow the client to enroll in optional programs with just one click
You are instantly notified

Chat

Built-in Chat functionality allows you to keep the client on your site
Easy two-factor authentication when you need to verify the client's identity
Chat transcripts are stored and can be analyzed via AI

Document Upload/Download

Clients can upload their documents
Documents can be processed automatically via AI
Clients can download documents that you prepare for them. This cuts down on email attachments.

Generate Documents

Clients can generate documents on-the-fly on the web portal
Documents generated on the web portal are immediately visible on the Activity Log in Windows

Ticketing System

Clients can submit tickets or inquiries via the web portal
Tickets can reference a specific account
Tickets are automatically assigned to the appropriate department
Attached files can be automatically processed via AI

Custom Data Entry Forms

Create your own interactive web forms using:

Text boxes
Dropdowns
Buttons
Grids
Charts

Forms can be programmed to show only when conditions are met

Phone Calls

Make and receive calls from within the application
Integrates with your own SIP provider (Zoom, Vonage, Google Voice, etc...)
Record calls and analyze them using AI
Play audio files (e.g. describing the terms of an agreement for example)

Document Management

Check out another powerful feature: E-Signature. Designed to meet the unique needs of law firms, our affordable and reliable electronic signature system is fully integrated into your web portal. It allows users to sign contracts and other legal documents electronically, streamlining workflows and reducing paperwork. With E-Signature, you can ensure efficiency, security, and convenience—all essential for modern legal practices.

Check out another powerful feature: Digital Signing. Designed to meet the needs of modern businesses, our affordable and reliable signing system is fully integrated into your web portal. It allows users to sign contracts, agreements, and other important documents electronically—streamlining workflows and reducing paperwork. With this feature, you ensure efficiency, security, and convenience—essentials for any professional organization.

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