Keep every client on the same page

Add everyone who belongs on a case while keeping each client’s portal activity, unread state, and notifications private.

Send a document request to one client, a selected group, or everyone on the matter. The right people see the request, receive its reminders, and upload what the firm needs.

Key dates and availability now share one Calendar. Month and list views, participant colors, and clear names make it easier to see what is happening and whose schedule is affected.