Streamline workflow and enhance client communication

A dedicated space for clients to access tasks, submit work, and communicate directly with your team

Automatically enabled when sending a client request

Control over client access managed directly in the client workspace

Login process: Clients receive an email with a direct link; login via email and one-time token

Clients can view tasks assigned to them

Access to other settings within the portal

Fully customizable using brand settings

Change colors, create custom pages to showcase firm's strengths or services

Custom pages appear as tabs at the top of the portal

Clients can engage in general conversations or task-specific discussions

Centralized communication hub for seamless interactions

Dedicated space for clients to manage files

Easy sharing of files from your end; clients can upload their own documents directly into the portal

Uploaded files are integrated into the client uploads section under the file section of your client workspace, ensuring organization and easy access

Everything stays organized and on track

Facilitates seamless collaboration between clients and teams