Firm intelligence
Ping turns every meeting and email into a live view of staff activity, client engagement, and account health, so leadership can spot what needs attention and act early.
Account health
Ping grades every client on real engagement, outreach cadence, reply speed, and the relationship signals in what's actually said, then surfaces the accounts going quiet. You see who is drifting and exactly why, in time to save the relationship.
Team
See how each person's time really breaks down, recorded meeting hours, client load, and email volume, so you can balance workloads and coach where it counts.
| Staff member | Meetings | Recorded | Emails |
|---|---|---|---|
| NB Nora Bennett | 132 | 18h | 54 |
| TA Theo Alvarez | 9 | 3h | 120 |
| GW Grace Whitman | 21 | 11h | 24 |
| SO Sam Okoro | 26 | 8h | 40 |
Client engagement
Track how much real attention every client gets, meeting time and email back-and-forth, so you can see which relationships are thriving and which are running thin.
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
Ping is one platform for the whole firm.
Explore everything Ping doesIt's a live, firm-wide view built automatically from your meetings and emails, showing staff activity, client engagement, and account health in one place.
Automatically from your connected meetings and email, so leadership gets an accurate picture with no manual reporting.
Yes. You can break activity down by staff member and by client, and drill into any account's health.
Yes. Ping keeps firm and client data in a secure, access-controlled environment and maintains SOC 2 compliance.