Secure messaging allows users to send and receive messages with encryption and message retention settings. Messages are stored in a court-admissible record. Users can set communication boundaries and schedule reminders for important dates.
Make and receive calls using Wi-Fi or data. Conference, split, or swap calls. Transfer calls and access contacts. Use speakerphone, mute, and hold functions. View call and voicemail indicators. Integrate with Teo Unified Communications platform.
Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Manage tasks, calendar, notes, and contacts in one . Set priorities using ABC-123 methodology. Create and sync events, add reminders, and organize contacts. Edit and share notes. Track deadlines and manage daily activities.
Access email, calendar, and contacts via a Novell GroupWise server. View and manage Frequent Contacts and GroupWise address book entries. Sync calendar events and send emails with advanced formatting options.
Schedule and manage appointments by syncing with calendars and address books. Send automated text, voice, and email reminders before and after appointments. Initiate two-way conversations with clients. Track no-shows and send follow-ups.
Search contacts using a number keypad with predictive input. Call directly if a match is found. Highlight unique results with a green row. Create calendar entries or send emails via phone number. Group call history and contacts for easier management.
Access recently added sorted by date. View added today, yesterday, or during the last weekend. Use a widget to see most recent . Call or text from the .
Access real-time account information and search transaction history. Make deposits, transfer funds, and pay bills. View and send secure messages. Find CNB Bank offices and ATMs. Connect to the customer call center with one button.
Track and manage calls and placements with sorting options by street, name, date, and location. Log volunteered time with a start/stop timer and custom fields. Categorize up to 12 offers and autofill time entries. nd send email or text reports.