Client portal
A portal clients actually use.
One clear next step, uploads from any browser on a laptop or phone, and nothing lost in email.
Any browser. Any device.Nothing to install. Clients sign in securely from the link.
Screens show illustrative data for a fictional firm.
Works in any browser, on any device. Nothing to install. Your clients open a link from your email. The portal adapts to a laptop, a tablet or a phone.
Your clients always know the next step.
The client gets one next step with a reason and a due date.
- One clear next step.A reason and a due date, in plain words.
- Upload your passport copy.Same portal as on a laptop. Nothing to install.
- Nudges before every due date.Proposed at 14, 7, 3 and 1 days. Your team approves the template.
- Sign or pay, and see that it arrived.On the phone they already use.
Review it in seconds.
Accept, or ask for exactly what to change.
On your sideAccept, or ask for exactly what to change.
RemindersYour team approves the template.
Illustrative data.
Upload from any phone.
Pick the request, choose whose document it is, add the pages and check they read clearly. Progress saves at every step.
The client portal on a phone. Illustrative data.
Next step:a demo.
- 1Pick a time
- 230-minute walkthrough of an illustrative client file
- 3Try a sandbox with sample data