Document & Communication Automation Generating templated emails for routine communications (e.g. appointment reminders)
Document & Communication Automation Merging client data into document templates for reports/contracts
Document & Communication Automation Sending SMS or WhatsApp alerts for urgent actions or confirmations
Document & Communication Automation Archiving email and chat communications automatically in client folders
Document & Communication Automation Automatic sharing of educational or regulatory content with clients
Document & Communication Automation