A Complete Platform for Managing Clients, Workflows, and Documents
Sixty10 combines CRM, workflow automation, AI-powered analysis, document generation, and client communication into one platform. Every feature is designed for service professionals who manage complex, multi-step client relationships.
⚡ Workflow Automation
Build custom workflows that mirror how your business actually operates. Create stages, set task dependencies with AND/OR logic, add automated triggers, and let conditional rules move work forward without manual intervention. Use pre-built industry templates or design your own from scratch.
Law Firms
Intake → investigation → demand → settlement → close
Healthcare
Referral → intake → treatment → follow-up → discharge
Real Estate
Lead → showing → offer → contract → close
🤖 AI-Powered Document Analysis
Upload contracts, medical records, case files, or transaction documents. Sixty10 AI reads, indexes, and surfaces the information you need using retrieval-augmented generation — grounded in your actual documents, not hallucinated answers. Ask questions in natural language and get cited, accurate responses.
Law: Analyze demand letters, medical records, and deposition transcripts
Health: Review patient histories, referral letters, and compliance documents
Real Estate: Parse purchase agreements, inspection reports, and title documents
👤 Client Relationship Management
Track every client, every interaction, and every milestone in one place. Custom fields, tagging, search, and filtering let you organize your client base your way. See a complete timeline of communications, documents, and status changes for every relationship.
📄 Document Generation
Create client correspondence, reports, agreements, and templates from dynamic templates in seconds. Merge client data automatically. Batch-process documents across multiple records at once. Tag, organize, and version-control every document.
🔒 Secure Client Portal
Give clients a branded, secure portal where they can upload documents, check the status of their matter, and communicate with your team. Reduce inbound calls and emails by up to 60%. Identity verification ensures the right people access the right information.
👥 Team Collaboration
Real-time internal messaging, task assignments, @mentions, and role-based permissions keep your team aligned. Assign work by role, department, or individual. Track task completion and identify bottlenecks with built-in reporting.
📚 SOP Knowledge Base
Codify your standard operating procedures and let Sixty10 AI automatically inject relevant SOPs into team workflows and AI responses. New hires ramp faster. Experienced team members stay consistent. Your institutional knowledge is always accessible.
🛡️ Enterprise Security & Compliance
End-to-end encryption, field-level data protection (AES-256-GCM), comprehensive audit logging, session management, and role-based access control. HIPAA-ready infrastructure for firms handling sensitive health, legal, or financial information.
Ready to See It in Action?
Schedule a 30-minute demo and see how Sixty10 can transform the way your team works.
Frequently Asked Questions
Sixty10 includes AI-powered document analysis, automated client intake, case and matter management, workflow automation, document generation, client portals, task and deadline tracking, role-based access controls, team messaging, and reporting dashboards — all in one unified platform.
Sixty10 lets you define custom workflow templates for each case or matter type. When a case moves from one stage to the next, the platform automatically generates tasks, notifies team members, creates documents, and sends client communications — without manual intervention.
Yes. Sixty10 uses AI to analyze uploaded documents — medical records, contracts, inspection reports, referral packets — and generates structured summaries with flagged issues and key facts extracted automatically, saving hours of manual review time.
Yes. Sixty10 includes a secure client portal where clients can view real-time status updates, upload documents, review and sign agreements, and communicate with your team — reducing inbound status calls significantly.
Yes. Sixty10 is fully accessible on mobile and tablet devices, allowing your team to log calls, update cases, complete tasks, and access documents from anywhere — not just from a desk.
Sixty10 is designed to complement your existing stack. We support integrations with common document, email, and calendar tools. Contact our team for specific integration requirements for your practice or business.