The client portal

Clients now have their own place to follow their case, answer intakes, upload documents and sign.

What clients see#

Clients sign in from an invite on their phone or computer. The portal shows their tasks, a timeline of their case, their documents and their profile. If something on their profile is wrong, they send a correction for you to review.

E-signatures#

Request a signature from the client profile. The client signs in the portal, and the signed document comes back to their case.

Seven languages#

The portal and intakes are available in English, Spanish, Portuguese, Simplified Chinese, Hindi, French and Arabic.

A fuller client profile#

• Readiness and a status banner at the top of every profile.
• Passports and education tabs.
• A review step for autofilled details before they're saved.
• Duplicate warnings and merge on the clients list.