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Client Portal & Communications (681)
File Reviews and Close Reports (417)
Management Reporting (218)
Workflow / Task Management (646)
Collaboration / Comments (97)
Metrics (60)
Time Tracking (130)
Zapier (19)
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View files in the chrome extension
View files stored in Keeper in the Chrome Extension
1
·
complete
2
Access Client Notes in the Chrome Extension
1
·
complete
7
Ask non-transaction questions via the chrome extension
1
·
complete
17
See everything in the client info that we see in keeper
The Client info be able to see everything it shows in Keeper like the Properties. Details, Notes, Files,A
1
·
complete
4
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