Project Description

Get Tasks and Notes Right In The Project

Our agents will leave a custom task or note right inside the case file.

Create New Projects And Custom Intakes

Our agents will create new projects for you and fill out custom intakes depending on case type.  No more duplication of data

Create A Calendar Appointment/Event

Share your calendar with our intake team and we can schedule appointments for new and existing clients.

Custom Reporting

Call and intake data saved to a collection for easy reporting