Never miss a beat regarding the status of your clients. Avii Client Snapshot provides staff members an overall view of your client’s interactions with your firm. This way, everyone is on the same page regardless of who interacts with the client across all service lines. Quickly access important notes, projects, contacts, discussions among staff/clients, invoices, and even which of your firm’s services the client is or is not using.

Your practitioners have a lot of clients and a great deal of internal and external conversations and other interactions. Client Snapshot puts everything in one place, so essential details are top of mind, and others on the team can also gain permission-based access if necessary. Clients feel valued when you remember the details, creating a better experience at your firm.

Avii’s Discussion tool is like merging instant messaging abilities to each project element and client engagement. It replaces disconnected emails and comms platforms (like Teams, Chat, Slack, etc.) or copious amounts of notes in spreadsheets and streamlines it into a centralized system. The discussions are contextual, bringing clients and staff to specific elements, such as documents or tasks, to reference the conversation. Anyone with security rights can access these discussions, and this type of organization helps when team members are sick or reassigned. They can also roll forward with projects in future time periods. Imagine all of the content and knowledge potentially lost in emails! A centralized system for searching and archiving those discussions solves the issue.

Automatically update your clients and staff with interactive dashboards. Avii distills and simplifies extensive information about what’s happening and "What's Next" across all of their firm engagements.