Communications and Client Management

Keep track of all conversations had with a client from all members of your team. Within each project and within each client there is an activities folder where you can log phone calls, emails, text messages, in-person meetings, and any other touch-points with the client.

Sync your Gmail or Outlook with Firm360 to keep records of all received emails within the client folder. This ensures that emails aren't lost in one team member's inbox. Your entire team can access the status and up-to-date correspondence with a client.