Product Overview

Run your business on autopilot.

Introducing the connected taskspace.

Use the power of this new kind of software to give your team the nod to do their best work.

Nod featured in media
Connected workflows
The Series feature enables teams to automate workflows.

Connect a suite of tasks together so that data flows automatically from task to task, team members are prompted to start new tasks as upstream work is completed and managers have realtime visibility of task status.

Click on the links below to see example workflows across a range of teams and industries:
  • Paraplanning
  • Consultants
  • Internal legal
  • Law firm
  • Enterprise sales
  • Accounting
Connected documents

The Documents features is a powerful no-code document automation system that can reduce the time to complete even the most complex document creation task by up to 80%.

Our proprietary document editing technology empowers users to automate documents with no-code rules and create beautiful client facing documents using document themes.

Select from a range of pre-automated document templates to get you started.

See document template gallery
Connected forms
The Collect feature allows you to send an online form to your client to have them provide your business with up to date information. No more paper forms, Word docs or fillable pdfs that don't connect to the rest of your workflow.

The information your clients submit can be used to automatically populate data into other tasks in the Series like documents.

We have a bunch of form templates ready to go!
See form template gallery
Connected reporting

The Insights feature is unique in that it allows business manager a window into all the data produced in their client work, for the first time.

Surface data from documents, forms, and workflows to satisfy a range of management use cases.

Check out our reporting framework gallery below for a few ideas.

See reporting framework gallery

We've got your back

We know what matters to you. It matters to us too.
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Data Encryption

To guarantee its security, all data is encrypted in transit via SSL in addition to Amazon's enterprise grade encryption services on EBS and S3.

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We run a tight ship. We continuously run testing against our software for security vulnerabilities & patch any risks before they reach production.

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When it comes to both people and product, we maintain a least permissions approach, ensuring access is controlled & necessarily restricted.

Find out how Nod can transform
your practice

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