Collaborate with your team
Features to enhance teamwork and communication within your firm.
Our most widely used features for teamwork
Team-management tools to keep your team aligned and productive.
Use team chat
Exchange messages with your teammates and coordinate on client work.
Team members @mentions
Tag other team members in chat threads, tasks, job cards and account notes.
Team collaboration in Client chats
How team members can collaborate in client chats using @mentions and internal messages, plus how to change sender names in automated messages
Wiki pages explained
Wiki pages let firms create and store internal procedures and cheat sheets that team members can access directly inside jobs.
Create and manage wiki pages
Let your team publish internal cheat sheets or SOPs for employees or clients.
Work with wiki page list
Search, filter, sort, and manage your firm's wiki pages.
Add wiki pages to jobs
Link wiki pages to jobs manually, via job templates, or through pipeline automations.