Team assignment
Assign work and keep ownership visible in Task Management.
Collaboration
Work together across team and client touchpoints
Share context through tasks, documents, CRM, and communication tools — so partners, staff, and clients stay aligned without duplicate files.
What it helps with
Document sharing
Share client documents through Document Management.
Client desk
Maintain client history and relationships in CRM.
Communication
Use the platform’s communication walkthroughs to keep updates flowing.
How it works
- Start Create matter
- Action Assign team
- Process Share documents
- Result Update client
Related CA Cloud Desk features
Guide resources
Resources already available across CA Cloud Desk — presented as compact cards.
Need help getting started?
Explore CA Cloud Desk guides or book a live demo with the team.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
- Log in