Shared workspaces

The property, the brief, the milestone, the documents and the client's next steps all sit in the one place, on tabs down the side.

Purchase, sale and refinance each get the tabs that apply to them and drop the ones that don't.

Your client is in here with you, so nobody rebuilds context out of an email thread.

Create one without a client attached and everything client-facing switches on the moment you add someone.