- Click on the App button in front of the App you want to access.
- Once you click on the App, you will land on the case dashboard for users. Here, you can access all the cases in a particular app, keep yourself updated about announcements, request support, and view locations related to this app.
In the case of an app, staff and clients can collaborate. Here are some Functionalities of App for staff and Clients:
- Feed: Stay in touch effortlessly through our intuitive feed feature. Keep everyone on the same page and ensure smooth collaboration by creating and posting posts.
- Events: You will never miss an important event or deadline again! Our event feature enables you to create events and reminders, helping you and your clients stay organized and on top of key dates and tasks.
- Forms: Streamline information-gathering with our forms feature. Easily collect vital client data, simplifying the onboarding and information-sharing process.
- E-sign: Seal the deal swiftly with our signs feature. You can sign documents securely and efficiently, including contracts, agreements, or approvals.
- Invoice: Bid farewell to payment hassles! Our invoice feature lets you conveniently collect payments.
- Notes: Keep detailed notes about your clients using our notes feature. Enhance your client relationships by always having essential information at your fingertips.
- Task: Boost productivity and accountability with our tasks feature. Create, assign, and track tasks effortlessly, ensuring nothing falls through the cracks.
- Convo: Anywhere, Enjoy the convenience of video conference calls with our convo feature. Connect with the team and clients instantly so you and your team will never miss meaningful discussions. Our recording feature also allows you to revisit these crucial conversations.
- Info: General information about the case.
