Communicate Overview
Modified on Mon, 24 Jun, 2024 at 3:04 PM
Communicate is Evolvego own messaging platform, and is the best way to securely share confidential information securely with clients.
Communicate not only offers secure messaging and file sharing, but also helps firm communication with internal channels and matters.
On top of this, Evolvego automatically tracks the time you spend using Communicate.
Communicate Features
- Secure File Sharing & Messaging
- Send confidential information via files or chat securely through Communicate on the desktop or the mobile application.
- Rather than send confidential files through the normal email process, use Communicate to give yourself peace of mind that your information is secure.
- If you use Evolvego Billing to send invoices to clients, you also have the option to send them via Communicate, reducing the risk of email scams.
- View and pay for Evolvego Billing invoices
- With email invoice scams becoming a larger risk, point your clients to Communicate to view and pay for their overdue invoices.
- Internal Messaging and Matter Conversations
- Whether everyone is working in the same office, in different locations, or you have remote staff, Communicate allows you to send direct messages to individuals or groups. You can have internal conversations on a matter or even set up individual channels for internal use.
- Learn more about messaging internal staff members on Communicate.
- Communicate Mobile App
- Send messages and review files while on the go through Evolvego's Communicate App.
- You can receive notifications of messages directly to your phone so you never miss an important message. More importantly, you have a secure chat established with any client of a third party.
- SMS Text Messaging
- Communicate can send an SMS text message directly from a conversation. This allows you to reach someone via text message even if they are not using the Communicate Mobile Application.
- Your Client's Experience
- Communicate helps you give your clients the best possible experience and a competitive edge. Clients will have the peace of mind that all conversations they have with your firm and any confidential information shared are secure.
- Clients or any third party can connect to your firm on Communicate using the mobile app or on a web browser.
- If you are looking for a client or third-party-facing resource, send them the Client Experience article.
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