AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · from their website (source) Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
✓ Yes · from their website (source) Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
✓ Yes · from their website (source) Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
✓ Yes · from their website (source) Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
✓ Yes · from their website (source) Mobile app · A native iOS or Android app
✓ Yes · from their website (source) Open API · A documented API for other tools
✓ Yes · from their website (source) MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
Not known yet
