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Solution for Advocates & Professional Services
A workspace that speaks your business language.
Organise client relationships, matters, hearings, documents, tasks, fees and follow-ups with controlled access.
One concrete day
A professional begins the day with the next client action
- 01The team reviews the customer relationship and current notes.
- 02Appointments and responsibilities remain visible to permitted users.
- 03A payment request or customer update is sent through an available workflow.
- 04Document management remains In development and is labelled accordingly.
Clients and contacts
Configured through shared TRIVIQE records and industry-aware terminology. Exact availability depends on the selected plan, add-ons and current release status.
Matters, cases and status
Configured through shared TRIVIQE records and industry-aware terminology. Exact availability depends on the selected plan, add-ons and current release status.
Hearings, deadlines and tasks
Configured through shared TRIVIQE records and industry-aware terminology. Exact availability depends on the selected plan, add-ons and current release status.
Documents, notes and fees
Configured through shared TRIVIQE records and industry-aware terminology. Exact availability depends on the selected plan, add-ons and current release status.