The CNX Suite

One connected platform
for professional services

Alma starts the conversation, DeadVault secures your documents, and CampaignCNX+ keeps clients engaged with reminders and follow-ups. Three products built to work together for professional service firms.

A
Alma
B
Beacon
C
CampaignCNX+
D
DeadVault
A

Alma

AI-Powered Client Chat

Intelligent chatbot for your client portals. Alma handles FAQs, routes complex questions to the right team member, collects intake information, and provides 24/7 availability. All trained on your firm's specific content.

Key Features

  • ✓AI chat trained on your content
  • ✓Smart routing to team members
  • ✓Intake form collection
  • ✓24/7 availability
  • ✓Multi-language support
Visit Alma →
C

CampaignCNX+

SMS Campaigns and Reminders

Text messaging built for firms, not e-commerce. CampaignCNX+ handles SMS and MMS campaigns, two-way reply, drip sequences, and client reminders, with carrier compliance handled for you. All from one dashboard.

Key Features

  • ✓SMS and MMS campaigns
  • ✓Two-way reply inbox
  • ✓Drip sequences and scheduling
  • ✓Client segmentation
  • ✓DNC, opt-out, and quiet-hours handling
Visit CampaignCNX+ →How CampaignCNX+ keeps texting TCPA compliant
D

DeadVault

Secure File Transfer

You are here

Ephemeral encrypted document exchange. Create drops with deadlines, payment gates, and branded portals. Everything self-destructs via cryptographic erasure when the deadline passes.

Key Features

  • ✓AES-256-GCM encryption
  • ✓Payment gates
  • ✓Cryptographic erasure
  • ✓Branded client portal
  • ✓Complete audit trail
Explore features →

Better together

See how the suite products work together in real workflows.

Client Onboarding

  1. 1Alma handles intake questions & collects info
  2. 2DeadVault collects sensitive documents
  3. 3CampaignCNX+ sends follow-up reminders

Tax Season Workflow

  1. 1Alma answers "what do I need?" questions
  2. 2DeadVault collects tax docs & delivers returns with payment gate
  3. 3CampaignCNX+ sends deadline reminders

Ongoing Client Communication

  1. 1Alma provides instant portal support
  2. 2DeadVault handles secure document exchange
  3. 3CampaignCNX+ runs nurture campaigns
Bundle

Pro Comm Bundle

Add SMS reminders and the Alma AI chatbot to your DeadVault client portal. Automated deadline nudges, payment reminders, and instant client support. All in one add-on.

See pricing

Ready to get started?

Start with DeadVault and add suite products as your practice grows.

Create your account