September 2025
Client Portal Is Here!
Sep 26, 2025
We’re excited to share that we’ve launched a new Client Portal for your clients. This portal is designed to make it easier for them to complete tasks, stay on track, and keep their information up to date—so you spend less time chasing paperwork and more time focusing on your work.
What Your Clients Can Do in the Portal
Upload required documents securely and directly to their case via a magic link.
Review required documents that they have uploaded
Review their intake form responses at any time
Update contact details (email, phone, address) without needing to contact your team
Benefits for You
Higher client completion rates with fewer drop-offs
Reduced back-and-forth for document collection and contact updates
A smoother, more professional client experience from start to finish
