Client Portal
Deliver unrivalled client service
Communicate and collaborate effectively with our branded, secure web portal that allows you to onboard clients, share case updates, capture information and share documents easily with clients and third parties.
Clients are looking for a streamlined and stress-free digital experience and the Convert2Client web portal is the solution you need to build trust and deliver first-class service. Take away the time-consuming administrative burdens of collecting client data, printing files and chasing updates with our web portal designed to drive efficiencies and help you compete.
A self-service portal to empower clients
Communicate with your clients wherever and whenever they need you. The branded and secure client portal streamlines the onboarding and legal case processes so you can provide a responsive and transparent service whilst also driving efficiencies for your firm. Providing clients with a self-sufficient, securely accessed portal gives clients visibility of their case and helps eliminate the stresses and fears involved in legal procedures.
Web portal features that enhance your client service
Questionnaires & Forms
Empower clients to be more self-sufficient by sending questionnaires to capture client data through the portal to speed up case progression.
e-Signatures
Onboard clients quicker with electronic signatures, using DocuSign, in the client portal.
Securely store documents
Share and collaborate with clients and third parties on documents securely in the centralised secure portal.
Updates & key dates
Share instant case updates and mark upcoming key dates on the case with clients.
Communication history
View key emails or text messages through the app to avoid emails getting lost or misplaced in your mailbox.
New enquiries
Clients can make new enquiries through the app to speed up the quote-to-instruct process.
Third party portal
Provide case updates, key date information and share documents with third parties using their own secure log-in.
Branded mobile app
Create your own branded app so clients can access all the great client portal features from a dedicated mobile app. Plus you can enable push notification for improved communication.
