Email Campaigns
Plan, Send, and Review Firm Campaigns. Create targeted email campaigns, connect them to firm audiences, and monitor campaign activity from one workspace.
Why firms use it.
Plan to send in one place
Create, schedule and review campaigns.
Create a campaign
Choose a template or start fresh.
Questions
Campaigns use your firm's configured email sending.
More in Billing & Growth.
Billing & Payments
Create branded invoices, automate recurring billing, collect payments via Stripe, Authorize.Net, or PayPal — with PCI-compliant tokenized storage and automated dunning.
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Communication Automations
Make Routine Client Follow-Up Repeatable. Configure communication-focused automations that support consistent client outreach from the firm workflow.
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Marketing Activity Monitor
See What Your Firm Has Sent and What Happened Next. Review supported marketing activity and campaign events from a centralized monitoring view.
Learn more ›See Email Campaigns in your firm.
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