While email is convenient, it’s not a secure way to send confidential documents to your clients and colleagues. With just the click of a button, you can easily share sensitive files with your clients. After creating an account, your clients can also upload their documents for your review.
Through a secure portal, you can easily send your invoices to your clients and they can pay their bills faster by using this same portal with any major credit or debit card.
As a bonus, you can customize the look of this portal and elevate your brand with your firm’s logo, imagery and colors. Your clients will see your customized login page, and branded email notifications from your firm when new documents are added to their case – and be continuously reminded of how modern and efficient your firm is. Your clients can even gain access to this portal with an app available from Google’s Play Store and Apple’s App Store. With mobile scanning technology that is built right into the app, your clients can share documents and images with your firm. In addition, your clients can take a photo of the credit card they want to use to pay your invoice, and the system will read their information on the card and automatically process the payment.
If you want to send encrypted email, share sensitive documents with clients and colleagues, and process client invoice payments in a secure way, you can sign up and subscribe directly online.
CLICK HERE for a FREE 14-day Trial.