Related Products
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About
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.
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About
clienwork is a collaboration tool for agencies and freelancers that consolidates scattered requests from email, chat, and docs into one place—from intake to delivery. It features a client request portal, AI-powered triage, and integrations with GitHub, Slack, and MCP to connect execution to client updates. Key capabilities include status tracking (triage/review/in progress/done), ownership assignment, threaded comments with internal/external context separation, real-time progress sharing with clients, and multi-language UI support.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Lawyers wanting a tool to optimize their practice and meet the needs of their clients
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Audience
Agencies, freelancers, and in-house teams delivering client work
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSlatewell
Founded: 2021
United States
www.getslatewell.com
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Company Informationclienwork
Founded: 2025
South Korea
clienwork.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
GitHub
Slack
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