Client chat lets your team quickly ask your client questions about work and keeps all client conversations in one place.
Organize client conversations into topics
Easily Search across all client conversations
Specify which team members & client contacts have access to the topics
Below is a quick overview of the Client Chat feature, but you can learn more about this feature in this article.
5 Minute Overview
The Client Experience
The client portal was designed to be simple and easy to use. This results in very high client adoption and satisfaction.
We do this with a modern and simple design and our magic link technology that allows clients to securely access the portal without creating a username or password.
The client can access their client portal to view shared folders and documents from the email notifications or through the portal access page.
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