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Connect an App

G

Gmail (Google Sign-In) Google Workspace & personal Gmail

✉

Email (IMAP/Password) Outlook, Yahoo, other IMAP

▶

YouTube + Calendar Connects via same Google sign-in

💬

Slack Webhook integration for messages

📱

SMS Bridge iOS Shortcuts or Twilio webhook

✚

Custom App Create your own app tile

Add Email Account

Account Name *

IMAP Host *

IMAP Port

Email Address *

App Password *

SMTP Host

SMTP Port

Rename App

New Name

Inbox

Select an email to read

New Email

To *

CC

Subject *

Message *

Contacts

All

⚠ Unsorted

Personal

RE

Firm

ClearOffice

Spam

Unimportant

★ Important

Add Contact

Name *

Email

Phone

Address

Company

Role

Trade / Specialty

Domains

Personal Real Estate Law Firm ClearOffice

Description

Notes

Properties

All

Rentals

Dev

Land

Add Property

Address *

City

State

ZIP

Type

Property Class

Lot Size

Bedrooms

Bathrooms

Square Feet

Year Built

Value ($)

Purchase Price ($)

Zoning

Parcel #

Mortgage Lender

Mortgage Balance ($)

Mortgage Payment ($)

Insurance Provider

Insurance Annual ($)

Acquired Date

Notes

Add Lease

Tenant *

Rent ($/mo)

Payment Day

Deposit ($)

Start Date

End Date

Notes

Rent Roll

All

Active

Expiring

Expired

Bills & Payments

Delegations

All

Personal

RE

Firm

ClearOffice

New Delegation

What needs to be done? *

Assign To

Domain

Priority

Due Date

Notes

Hiring Pipeline

All

Applied

Screened

Phone

In-Person

Offer

Add Candidate

Role Title *

Department

Candidate Name

Email

Phone

Source

Stage

Interview Notes

Offer Details

Marketing

All

Planning

Active

Paused

Complete

New Campaign

Name *

Type

Budget ($)

Spent ($)

Start Date

End Date

Notes

Projects

All

Planning

Permitting

Construction

Complete

New Project

Name *

Property

Status

Budget ($)

Spent ($)

Start Date

Target Date

Notes

Contacts

Permits

Milestones

Notes

All

Personal

RE

Firm

ClearOffice

New Note

Title

Content *

Domain

Tags (comma-separated)

Tax Prep

Finances

Investments

Communications

All

⚠ Unsorted

Personal

RE

Firm

ClearOffice

Spam

Unimportant

★ Important

Log Communication

Type *

Direction

From

To

Date/Time

Subject

Domain

Property

Duration (seconds)

Content / Transcript

Notes

Phone Calls

Messages

Slack

Vehicles

Maintenance

Health Records

New Health Record

Record Type *

Title *

Provider / Doctor

Provider Phone

Provider Address

Date

Next Appointment

Medication

Dosage

Frequency

Pharmacy

Results / Diagnosis

Description

Status

Notes

Attachment

Insurance Policies 📎 Upload Policy

New Insurance Policy

Policy Type *

Insurance Carrier *

Entity

Domain

Policy Number

Agent Name

Agent Phone

Agent Email

Premium Amount

Premium Frequency

Deductible

Coverage Amount

Liability Coverage Amount

Start Date

End Date

Auto-Renew

Description / Coverage Details

Notes

Attachment (declarations page, card, etc.)

Month

Week

Day

List

All

Bank

Cards

Documents

Learning Center

Lessons

Practice

Tests

Notes

Flashcards

Progress

Knowledge Base

Knowledge

Memory

Roles

Folders

All

RE

Personal

Firm

ClearOffice

General

Upload Knowledge

Title

Content (paste text)

OR URL

Domain

Document Drafting