Capture & classify
Record incoming and outgoing correspondence with the context needed to understand and handle each item.

Give incoming and outgoing correspondence a clear path, an accountable owner and a traceable history.
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Keep the item, the action and the responsible team connected throughout the correspondence lifecycle.
Capture the item and its context.
Identify the owner and deadline.
Coordinate the work and prepare a response.
Trace the actions taken.
Explore the capabilities around your team’s day-to-day work.
Record incoming and outgoing correspondence with the context needed to understand and handle each item.
Give each item a responsible owner so the next action has a clear point of accountability.
Move correspondence through the teams and reviewers involved in preparing a response.
Keep due dates and pending work visible to support timely follow-up.
Connect the response to its original correspondence and the work that informed it.
Follow assignments, routing and responses through an audit history.
Bring an example of your correspondence journey: how an item arrives, who handles it, the deadlines involved and how a response is approved.
We’ll use it to discuss the roles, configuration and delivery requirements for your team.
See our delivery processTalk through the workflow that matters to your team.