Secure Client Login

When clients call asking for copies of their billings, or for you to send them documentation, this simply takes time out of your day.  The more clients your firm has, the more these requests come in.

Start correctly by managing your clients expectations and letting them know all of this information is available to them online anywhere there is Internet.  Your firm spends time anyway filing this information electronically 'somewhere'.  Why not put it in a consistent, safe and easily accessible place?

This saves your staff time, saves your firm money and offers a more robust experience for your clients.

Features: 
Offer a more feature rich client experience
Easy single form upload of pdfs, words docs etc...
Easy categorization, like billing or legal documents
Safely store your information securely on the cloud
Setup Fee: 
$250.00
Monthly Price: 
$75.00