Frequently Asked Questions

If you want them to. Upload and download notifications are configurable per portal and per person, batched so nobody gets spammed.

Yes - 30 days, free, no contract. Request your trial at zapaclientportal.com/trial-request and you can be inside the product today.

Files are encrypted in transit and at rest, access is controlled with granular per-portal permissions, and every action is recorded in a one-click audit history. The platform runs on AWS.

Professional is $175/month, or $140/month billed annually. Large Firm - which adds built-in video chat and recording - is $350/month, or $280/month billed annually. Enterprise (REST API, webhooks) is custom. Every plan includes unlimited team members, unlimited clients, and white-label branding.

Under five minutes to create your first portal, invite a client, and share files - no IT support needed. Most firms are fully running the same afternoon.

Yes. Send fillable PDF forms for clients to complete, and on Large Firm video calls you can present a document on screen and capture the signature live during the meeting.

No. Unlimited team members and unlimited client accounts are included in every plan. Your clients never pay anything.

That's Zapa's specialty. Clients sign in from an email link - no password to remember - and upload documents straight from a phone camera. Estate and trust practices, whose clients skew older, are the proof: about 80% of their signups become paying firms.

Yes - white-label branding is included in every plan. Your logo appears on the login page, in invitation and notification emails, and throughout the portal.

Yes. No contract, no minimum term. Cancel whenever and keep full access until the end of your billing period.