Clients and client groups
Every client workspace, organised how your firm works.
Read moreClient portal
Give clients a door, not a key to everything.
Clearer work, fewer loose ends
- Give clients a door, not a key to everything.
- Magic link one time code access with no passwords to reset, limited to what you choose to expose.
- A firm customised invitation email, logo and brand colour.
Client portal
Give clients a door, not a key to everything
Magic link one time code access with no passwords to reset, limited to what you choose to expose, with a firm customised invitation email, logo and brand colour.
Back to Practice ManagerMore in client portal and context gathering
Client questionnaires
Ask once, chase never.
Read moreClient sign off
Get the client's signature without a PDF and a posted letter.
Read moreClient intelligence hub
Walk into every client call already briefed.
Read moreClient health
Know which client has gone quiet before they leave.
Read moreFirm inbox
Client email, read and triaged for you.
Read moreMeetings
The meeting ends, the follow ups already exist.
Read more