What we’re exploring next

Under consideration

These capabilities are planned, not available to buy today. Scope and timing may change; no release dates are committed.

Legal practice connections Planned

Connect matter progress from Clio and MyCase to client updates.

Financial advisory workflows Planned

Templates and review processes for accounting and wealth management teams.

Architecture and engineering workflows Planned

Purpose-built ways to share project milestones and deliverables.

E-signature connections Planned

Request formal signatures through DocuSign and Dropbox Sign.

Quarterly review presentations Planned

Create a first draft of a client review presentation from project activity.

Industry benchmarks Planned

Add comparison data with a documented methodology.