Messaging & Calendar
Everyone on the same page
Real-time case chat with clients and staff, private internal notes, a shared calendar and tasks, so nothing is agreed in a phone call and forgotten.
What you get
Why agencies use it
- Fewer missed deadlines
- A record of what was said and when
- Less time in email
In detail
How it works
01
Case chat
Real-time messages between your team and the client, with attachments.
02
Internal notes
Notes only your team can see, kept apart from the client conversation.
03
Shared calendar
Surveillance windows, court dates, deadlines and planned case dates in one view.
04
Tasks
Assign tasks to staff with due dates, tied to the case.
05
Notifications
Alerts in the system and by email when something needs attention.
06
Right people only
Each person only sees the conversations and dates they should.
Get started
See it in action
Book a demo and we'll walk you through it with example cases, or register your agency to get started.