Correspondence register
Keep the conversation with the client record
Log calls, meetings, file notes, SMS and email against the client so the next person can pick up the thread.
Full functionality on the Professional tier
Published AccountKit product screenshot; the interface may have changed since capture.
Inside the tool
A shared history for the whole practice
Select an interaction to see how a team member could use the register. Example notes are fictional.
Correspondence registerInteractive preview · sample dataSelected entry 01
Phone call
Record the outcome and any action agreed with the client.
A colleague can see what was promised.
Selected entry 02
Meeting note
Keep decisions and follow-ups together.
The next job starts with the right context.
Selected entry 03
Link correspondence to the client record.
Less searching across individual inboxes.
Interactive demonstration with sample data, based on the AccountKit interface.
Make it your practice
Put this tool to work with your clients
Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.
