Client Portal

Discover our cutting-edge client portal, built to simplify your interactions and supercharge business efficiency with real-time document tracking for instant file updates

The portal offers customisable stats, data reports, and visualisations, ensuring you have access to the most relevant information in a clear, easy-to-understand format.

Acting as a central repository, it digitises and organises all your documents, modernising your approach to document management while also delivering valuable insights.

By analysing historical data and consolidating all your financial records, the portal helps you track spending and make more informed budgetary decisions. It’s an all-in-one tool for streamlining document management and monitoring your financial health.

Client Portal - Screenshot 1
Client Portal - Screenshot 2

Key Features

Get valuable reporting and insights that are totally customisable to meet your needs

Reports

SLA Tracking
Reporting

Monitor and ensure compliance with your service level agreements

Document Status
Reporting

Real time updates as to the status of your matters

Drill Down Reports
Reporting

Choose from detail such as days to agree, turns to agree, and more

Document Insights

Usage
Document Insights

Analyse workflow from each of your teams allowing you to identify gaps or trend

Finance
Document Insights

Track costs incurred grouped over a variety of metrics and time periods

Term tracking
Document Insights

Gain insights on frequency of certain terms and details reporting as required

Client Portal - Document Repository

Document Depository

One source of the truth with all of your signed documents saved to our document depository meaning you never have to search for a signed copy again

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