Client portal
Your customers send documents and get status updates in real-time.
Document management
Incoming documents are automatically organized for fast processing.
Customer communication
One click to get client status and contact them.
Your customers send documents and get status updates in real-time.
Incoming documents are automatically organized for fast processing.
One click to get client status and contact them.
We minimized email communication and have a clear picture of our incoming documents.
Clients' paperwork is streaming in and is processed in seconds by our team.
A friendly and responsive team, they quickly added the features we needed and made sure our process is fully automated.
Our clients know we receive their files and can access them at any time.
Customers send documents, take pictures, or forward emails, from any device.
Your incoming documents form into one actionable list.
Find documents by client, date, or satus.
One-click to scan and send pictures using a smartphone.
Each one of your customers has a dedicated email address to forward emails.
A secure customer portal where customers can quickly locate their documents.
View documents, write notes, and set statuses
Detect duplicates, split, and merge documents
Brand the customer portal with your logo
Find documents by customer, date, or status
Staff and customers securely access their documents
Process your documents on any device