Platform
Real-Time Collaboration
No more refreshing, no more stale data
Every action broadcasts instantly to all connected users. If a colleague updates a client record while you're viewing it, you see the change immediately. Presence indicators show who's looking at what. Notifications arrive in real time, not on a polling interval.
Key Benefits
What you get
WebSocket-based real-time sync across every entity
Presence indicators showing connected users on any page
Instant notification delivery via in-app and email channels
@mention support in task descriptions, notes, and conversations
Live dashboard data that refreshes automatically
No polling — changes propagate in milliseconds
Notification preferences per event type and channel
See Real-Time Collaboration in action
Book a 20-minute demo and we'll show you how it works for your firm.