Docketwise

Include contact and matter information in email messages with merge tags

Merge Tags in Email Messages

Communicate securely with your clients via the client portal with Secure Portal Messaging

Secure Portal Messaging

Have 2-way conversations with your clients via text messaging

Text Message Conversations

CC and/or BCC firm members and contacts in your outgoing email messages from Docketwise

CCing and BCCing in Email Messages

Email custom templates, like tasklists and welcome messages, right from Docketwise

Emailing Custom Templates

Include your personalized email signature with outgoing email messages

Email Signatures

Easily send email messages with attachments to your clients!

Sending Messages with Attachments

See how easy it is to send bulk emails or texts to contacts within Docketwise

Bulk Text Messages and Emails

Two-Way Text Messaging & Client Consent

Opt-in for SMS Notifications with Docketwise

Alexandrea Melhem

Client Communication

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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