Professional Services · Documents

Secure Document Portal Onboarding

Get clients set up and comfortable using the firm's secure client portal.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Sends portal activation instructions at matter opening, via the client portal platform.
  2. Walks through setup issues if the client reports difficulty.
  3. Confirms successful upload/download before relying on the portal for anything critical.
  4. Offers an alternative secure method for clients unable to use the portal, per firm policy.

Data sources

Client portal activation status

What it targets

  • Clients successfully activated on the portal Target 75%
  • Document exchange via portal vs. less-secure methods Target 80%