A no-code automation engine handles the choreography: stage moved, field changed, deadline near — rules create tasks, post messages and route work. Underneath it, the compliance layer keeps texting TCPA-clean, data firm-scoped, and every account synced.
One rule, four actions — and a compliance layer that never sleeps.
Stage moved, field changed, deadline near — rules create tasks, post messages and route work.
Consent tracking, quiet hours and opt-out handling on every outbound text — automatically.
Firm-scoped data with role-based access — verified continuously by automated isolation tests.
Two-way Google / Outlook mail and calendar sync, per user, with granular control.
Business hours, holidays, ring groups and overflow routing — your phones behave like a real front desk.
Model a new practice area in about ten minutes with smart presets — change anything later.