Communications

GrowPath makes communicating simple by allowing you to click from the platform to initiate calls, emails and even text messages. It keeps the communications documented in the case and allows for easy search and reference.

You can also send documents for signature via eSign and mobile text-to-sign. All communications stored in the intake records convert in one click to case management once the lead signs on as a client.

You never have to duplicate your data entry or spend time searching for a number and dialing. All emails, voicemails and text messages are synced and organized right in the case files.

“The texting feature has made life a lot easier, and I think the clients like that they do not have to stop what they are doing to make a phone call back to us.” JoEllen M., Firm Administrator