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.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Manage work and personal communications separately with a dedicated business phone number. Make unlimited calls within the US and Canada. Send texts via SMS/MMS. Organize contacts and integrate with contact lists. Receive and manage voicemail.
Set up a new local number for texting and contact management. Send unlimited texts and create a custom voicemail. Manage contacts, receive calls, and use mobile tools for communication.
