Everything about a client on one intelligent screen
Client Summary
Services, deadlines, documents, emails, invoices, AML status and open jobs — no more tab hopping before a client call.
What you get
- Single view of services, fees and key dates
- Live compliance and AML status indicators
- Recent emails, notes and calls in one thread
- Documents and signed engagement letters attached
- Open tasks and who owns them right now
- Quick actions: chase, invoice, create task, email
-70%
Context switching
30 sec
Call prep
1
Systems needed
More features
Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.