All your client info in one place

Streamline workflows and boost productivity with centralised access to client documents, tasks, and notes.

SEE IT IN ACTION

JAVLN Officetech allows you to access everything you need—documents, tasks, and notes—in a single, organised hub.

How you can manage clients in JAVLN Officetech

Organise client documents with custom labels.

Assign and track client-related tasks directly from the platform.

Store detailed notes on client interactions for easy access and updates.

View all your client data in one location.

Share tasks, documents and notes seamlessly with your team.

Access documents from your policy management system with ease.

Clear structure for managing multiple clients.

Easy navigation: Find client documents quickly with our intuitive search function.
Real-time sync: Updates made across documents, tasks, or notes are reflected instantly.
Custom filters: Organise and filter client info by policies, document dates, file types and even who sent and received an email.

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