See Zapa Client Portals in Action
Watch this short video to see how easy it is to collect client documents, signatures, and responses with Zapa. Then book a live 30-minute demo at a time that suits you - we'll walk through your firm's exact workflow, or you can skip straight to a free 30-day trial.
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Automated Document Collection
Automated Document Collection
Let your clients know what files you need and let us take care of the rest! With File Requests, you can organize all the files your client needs to upload for you to get started faster. Your clients can easily see the files you need, and Reminder Emails lets them know what still needs to be completed. By offering a trusted Self-Service Client Portal you can let Zapa keep your clients on task and on time.
ZAPA Self-Service Client Portals keep your clients on-track and on-time gathering the files you need in one secure place.
Loved by Thousands
"We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!"
Britt L. Stouffer, Esq.
Schedule a call with a ZAPA specialist today.
