Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Create and organize tasks using custom folders. View tasks in calendar format to manage deadlines. Add home screen widgets for quick task access. Set reminders and prioritize items to stay on top of responsibilities.
Start intake, view appointments, chat with support
Start intake forms and schedule appointments. View case details and chat with customer service. Access legal documents and track appointment history. Receive notifications for upcoming meetings and service updates.