Give clients somewhere proper to deal with the paperwork
One place for clients to fill in forms, sign docs, and track what's needed.
Client Comms: Before & After
Before
- Sending the same forms again because clients can't find the email
- Back and forth emails with attachments and versions
- No visibility on what clients have and haven't completed
After
- Client logs into their own portal and sees everything in one place
- Fill in forms, sign contracts, upload files — all there
- You can see exactly what's done and what's still outstanding
Less email. More done.
Give every client access to their own portal. Everything they need to fill in, sign, or upload is waiting for them — no hunting through inboxes.
You can see in real time what's been completed and what's still outstanding. Send a reminder in one click if something's overdue.
What clients can do
- Fill in intake and briefing forms
- Sign contracts and terms
- Upload documents and files
- See what's outstanding