What is your number 1 requirement when it comes to managing Client Correspondence?

jessica.lamb the important thing for us with correspondence is making sure everything is saved in xplan correctly and of course security.  We has also just put in place a client portal for document sharing and document signing we are finding this great and clients are really happy with it documents are also stored in xplan under the correct categories such as estate docs financials extra we also drop and drag emails in to the system this has been a great addition to xplan being able to do them this way.  By ensuring that files are stored correctly and easy to seach if needed you would be surprised what you might need in the future.