New Feature: Automated Client & Case Management

 In Briefpoint Features

Briefpoint has announced the addition of a new client and case management feature to its platform. This exciting new feature allows users to easily manage the documents they process for their clients in one convenient location.

With the addition of this new function, Briefpoint now independently creates, compiles, and maintains client and case information – including client contact information, documents processed by Briefpoint, approaching deadlines, and more. 

Further, users can now invite other team members to join them in working on cases, facilitating smooth communication and centralized document creation.

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