Your clients’ documents, out of the inbox.
Contracts, identity documents, deeds, correspondence: each case has its own space, opened to your client through a link that gives access to nothing else.
What changes for your firm
One case, one access.
Your client sees only their own case. You revoke their link when the case closes, or sooner if necessary.
A record of every access.
Uploads, views and downloads are logged and can be exported, which helps document your due diligence.
Sending under control.
To send a draft deed or a document, an expiring link replaces the attachment.
Limitations
The portal helps protect your exchanges; it replaces neither your own assessment of professional secrecy nor the rules of your professional body. The hosting provider, storage location and subcontractors are written into the quote, so that you can verify them.