The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.
Receive notifications for important messages, appointments, new documents, and changes. Report damages via smartphone with photo uploads to relevant parties. Post search ads and offers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Create and send personalized emails to clients with preview pages. Filter contacts by interest and location. Track email and text engagement metrics. Access artwork inventory from any location.
