Client Portals

Save time from client correspondence as multiple users are able to access shared data and documentation from the source.

We understand that transparency with your client is important, so we've streamlined the process to grant custom client access by including as many or as few unique portal logins to your server.

As privacy and data protection continues to be at the forefront of our system, you remain in total control of second party access. Our custom portals allow you to administer exactly how much data is shared with each individual client.

Clients and colleagues can login through the portal at anytime, anywhere provided there is an internet or mobile phone connection available. Whether you’re at your desk or on the move, never miss a moment as your clients and cases progress.

Connect with us