The clause.
And the conversation.
Ask RPlay.Find the termination clause.
Include the emails where we
agreed an exception.
Across the places you work.
- Outlook.
- SharePoint.
- Case files.
Review the agreement and its context before you reply to the client.
The invoice.
And the supporting record.
Ask RPlay.Find the client’s invoices.
Compare the emails and PDFs
with the accounting entries.
Across the places you work.
- Client email.
- Invoice PDFs.
- Exact.
Bring the documents and recorded entries together for your accountant to check.
Example connections. We confirm your sources before the demo.
Other working days.
The same idea.
Different questions.
Professional services.Prepare the next client conversation.
Ask RPlay.
Show what we agreed with this client and the actions from our last meeting.
Proposal files, Outlook and meeting notes.
Healthcare practices.Bring the appointment paperwork together.
Ask RPlay.
Find the referral letter and correspondence for this appointment.
The practice mailbox, scanned letters and practice records.
Small industrial businesses.Check the promise against the record.
Ask RPlay.
Find the delivery date agreed by email and the related invoice record.
Supplier email, order documents and Odoo or Business Central.
Your people.
Their permitted sources.
Each person signs in with their work account and can use only their assigned sources.
How access works.
Try a question from your working day.
Bring your context.
Book a demo.
Book a demo.