Feed Overview

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The Feed  is a collaborative tool where team members can '@mention' each other and provide ongoing commentary and updates within the context of a client. By allowing the team to collaborate around a client record, it removes the dependency on email and enables a quick view of everything that has been going on, including notes, text, uploaded documents and files. 

Keeping all commentary in one place makes managing internal communication and tasks significantly easier, more efficient and more effective. Posts are separated by topic and listed in chronological order. Replies to posts are grouped together to allow the flow of conversation between team members.

The Feed also plays an important role in compliance, by allowing the tracking of important changes to the client and providing a central store of file notes, statements and other key documentation.

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