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OVERVIEW

Manage Communications

 

All of the communications on a file - phone calls, messages, emails - can be reviewed in sequence. See them all together or divide them by type. Review just your own or see all the communications everyone in your firm has had on the file. This includes emails relating to the file when sent and received by other firm members. So even if you didn’t get the message, you can still see the contents and make sure you are on top of everything. A great way to be up to date on all that is going on.