Replacing email and spreadsheets with a secure web portal where clients upload documents, track progress and pay invoices.
1 portal
replacing email and spreadsheets
24/7
client self-service
The challenge
Client work was managed through email threads and shared spreadsheets, which made status updates slow and documents hard to find.
Our solution
We built a web portal integrated with the firm’s accounting and document systems.
- Secure document upload and e-signatures
- Live status for every engagement
- Online invoice payment
- Single sign-on for staff
The result
Clients now find what they need without calling, and the team spends noticeably less time on status emails.
