A Secure, Professional Way to Manage Client Documents
Stop chasing email attachments. Provide your clients with a secure, branded portal to upload, review, and sign documents.
Key Features
Everything you need to transform your operations.
Secure File Upload/Download
Clients can securely share files with you through an encrypted portal.
e-Signature Integration
Request and receive legally-binding electronic signatures on any document.
Document Status Tracking
See at a glance which documents are pending, viewed, or completed.
Version Control
Keep track of document revisions and ensure everyone is working on the latest version.
Branded Client Portal
A professional portal with your logo and branding, not a third-party service.
Automated Notifications
Automatically notify clients when a document needs their attention or has been updated.
Implementation Process
From concept to deployment in weeks, not months.
Portal Configuration
We set up your branded portal and configure user access roles.
Template Setup
Create templates for frequently used documents and signature requests.
Client Onboarding
We provide materials to help you invite your clients to the new portal.
Expected Results
Real metrics from real implementations.
"The client portal has streamlined our entire onboarding process. What used to take days of back-and-forth emails now takes a few hours."
Investment
- Branded portal setup
- e-Signature integration
- Document template creation
- Admin training
- Unlimited users
Frequently Asked Questions
Ready to Transform Your Operations?
Book a strategy call to discuss your specific needs and get a custom implementation plan.