Connecteurs client-records — déployez-en un et votre agent opère instantanément.
3 apps
Manage law practice via LEAP Legal Software — matters, contacts, time tracking, bills, payments, tasks, documents, and calendar.
Manage insurance clients, policies, and activities with Applied Epic — track renewals and compliance via AI.
Enable your AI agent to manage appointments, browse staff calendars, and handle client records via the SimplyBook.me scheduling platform.