All Features CRM & Cases

One Hub for Every Client Relationship

Manage all your clients from a centralized dashboard. View form status, check case files, send new forms, request signatures, and initiate conversations — all without leaving the CRM.

All ClientsOne Dashboard
One-StopCase Actions
Real-TimeStatus Updates
CRM
24Total
18Active
4Pending
Search clients...
12 forms3
8 forms5
6 forms1
Client Dashboard

Every Client at a Glance

See all your clients displayed as cards with form counts, status indicators, and last activity timestamps. Click any client to expand their detail panel with contact information, form submissions, connection status, and more.

  • Card grid view with form stats per client
  • Client detail panel with contact info and history
  • Search, filter, and sort across all clients
  • Grid and list view toggle
Active
Pending
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Active
2Unsub
3Review
1Revise
6Appr
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Integrated Actions

Take Action Without Leaving the CRM

No more switching between modules. From any client's detail panel you can send forms, request eSignatures, open their File Center folder, or start a conversation thread — all from one centralized location.

  • Send forms directly from the client panel
  • Request eSignatures in context
  • Open client's cloud drive folder
  • Initiate conversation threads instantly
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Send Form
eSign
Files
Chat
Unsubmitted
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Key Capabilities

Everything You Need to Manage Clients

Client Overview Cards

Visual cards showing each client's form count, status, and activity.

Client Detail Panel

Expandable panel with contact info, form history, and connection status.

Direct Form Sending

Send new forms to clients without navigating to the form management center.

eSignature Requests

Request signatures directly from the client detail panel.

File Center Access

Jump to any client's cloud drive folder directly from the CRM.

Conversation Threads

Start or continue conversations with clients without leaving the CRM.

How It Works

Manage Relationships in Four Steps

1

View Clients

See all clients in a searchable card grid with status indicators.

2

Select Client

Click to expand the detail panel with full case information.

3

Review Status

Check forms, signatures, files, and conversation history.

4

Take Action

Send forms, request signatures, share files, or chat directly.

Ready to centralize your client management?

Start managing all client relationships from one powerful dashboard.

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