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Simplify your exchanges, securely.

I am part of an organizationI manage files and interact with my clients.Access my secure spaceAn organization sent me an invitation.

Product

Client-messagingAdd-onsIntegrationsAppsAbout us

Secure messages

Protected client threads and exchanges

Secure file transfers

Share confidential documents without limits

Smart continuous sharing

Centralized communications and activity history

Other features of client-messaging

Automations

Automatic follow-ups and effortless workflows

Smart notifications

Digests and grouped notifications

Smart file requests

Structured collection with deadlines and automatic reminders

Tracking labels & statuses

Case progress management on autopilot

Granular access & permissions

Strict control of internal and external access

Productivity tools

A suite to streamline non-billable tasks

Governance & compliance

Retention, deletion and compliance

Convoflo AI

Smart document renaming and writing assistance

E-signatures

Legally binding signing built in, no third-party tool

White labeling & customization

Secure client messaging in your firm's colors

Website gateway

A direct client entry point on your website

Payment collection

Invoice settlement inside the secure space

Microsoft ecosystem

SharePoint, Outlook and Entra ID (SSO) sync

Zapier integration

Connect to more than 5,000 business apps

Equisoft/connect integration

Automatic archiving for financial advisors

Mobile app (iOS & Android)

Secure tracking and uploads from your phone

Microsoft Outlook add-in

Secure filing and sending from Outlook

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Our mission

Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.

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