Hey Jason, tell us, what do you do all day?

I am jointly responsible for the day-to-day management of our financial advisory practice which provides a holistic and tailored service to a number of individuals, businesses and not-for profit organisations.

My role involves managing and liaising with stakeholders such as staff, clients and various third parties (e.g. financial institutions, other professionals, etc.).

How does your team use Charlie?

We use Charlie to manage all email correspondence to and from our office (both internally and externally).

Charlie automatically saves all of these emails and archives them into client groups so that we have a complete record of any email communication.

Charlie allows us to quickly and easily search and recall messages sent to and from anyone at our firm (Charlie gives the option to search by email address, client group, attachments, subject, etc.).

It also removes our reliance on Outlook as all the emails are centralised. Charlie gives us a full picture of our message history, in one location, rather than having various bits and pieces of information being held in individual email accounts.

Given all of this, we're confident that there aren't any gaps in our record-keeping and our people will be able to find past emails very efficiently.

Was there a time when you were really glad to have Charlie as a sidekick?

We act as the mailing house for several not-for-profit organisations.

Previously, we needed to manually save all email communication and create a sophisticated folder structure to be able to find past emails. Charlie has relieved us of this task, and now auto-files and acts as our email storage facility.

Tell us about Charlie's learning curve.

Charlie is very powerful but also very simple. The value of Charlie lies in the fact that it does not require a large investment of time and makes our practice more efficient.

In short, what would you tell someone considering Charlie?

I would recommend Charlie to any organisation that uses email as a form of communication.