Now you can handle everything to do with a client or a transaction on one platform – communications and documentation. And both communications and storage are encrypted and secure. EverLeagues is designed for financial professionals
Set up secure, private workspaces by client, project, or deal, and control who has access Handle all communications within a secure workspace – audio, video, chat, document exchange. Loop specialists, such as a client’s attorney, into a workspace when needed, and give them access to information selectively
Easily exchange chat-type messages with clients, staff or an outside expert, which are saved in the case workspace giving you a paper trail Scan documents as PDFs into a workspace where they are stored in an encrypted format – no faxing, email, or snail mail delays – just a couple of clicks! Securely scan receipts into a workspace, a staff member’s file, and/or to accounting. At billing time, accounting has what they need to invoice the client.
