Clients fill out personal and medical information via iPad, iPhone, or web portal. Track birth preferences, pregnancy history, and financial agreements. Sign consent forms and privacy notices digitally. Store and organize client data securely.
Transfer funds between accounts. Deposit checks via mobile capture. View balances and transaction history. Access check and deposit images and e-statements. Find nearby branches and ATMs. Contact customer support. Set alerts for account updates.
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.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Answer calls, record conversations, and generate summaries
Answers missed calls with AI-generated summaries and transcripts. Provides actionable reminders from conversations. Offers call recordings for review. Acts as a professional that speaks in brand voice.
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
Mobile workforce companion for timekeeping solution.
The app provides a mobile timekeeping solution for employers and employees to track hours. Supervisors can review and approve time-off requests, while employees can clock in and out.
The app allows users to view account balances, review transaction history, and transfer funds between accounts. Users can also make loan payments and locate ATMs and branches using their existing online banking credentials.
Create and customize cards with team profiles. Share contact details via QR code or NFC. Embed images, videos, and PDFs. Connect with contacts across over 60 social networks. Save connections to phone book.
Track billable hours by recording activities from an iOS device. Pre-fill client and matter details to speed up data entry. Use a timer to measure spent on tasks. View activity history and access calendar and contact information in real-.
The app provides CCH Axcess customers the ability to manage work on the go. Users can access client information, enter time, view documents, publish documents, and view client financial details from mobile devices.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Veteran Consulting allows users to access VA benefits information, schedule consultations, and submit benefit applications. Track progress on claims and receive updates.