AI Proactive Alerts

Don't wait until something falls through the cracks. Full Engage continuously monitors your client engagements in the background and pushes alerts when something needs your attention.

The system detects patterns like:

• Engagement gaps — A client hasn't had a meeting or meaningful interaction in too long

• Stale workspaces — No task updates, no document activity, no movement

• Overdue items — Tasks or follow-ups that have slipped past their deadlines

Alerts are powered by the same data that drives your Client Health Indicator — so when a score drops, you already know why.

Configure thresholds to match your workflow. Define what "stale" or "overdue" means for your practice, and let the system watch for you.

Notifications are delivered across multiple channels — in-app, email, Slack, and more — so you're always in the loop, wherever you work.

Less checking. Fewer surprises. More time spent on what actually matters.