Zapa Client Portal - Features - Secure File Sharing, Activity Notifications

Everything Your Firm Needs to Share Files with Clients - In One Flat Price

Zapa Client Portals combines secure file sharing, automated file requests, fillable PDF forms, e-signatures, and client task tracking in one branded hub. Clients sign in from an email link - no passwords to remember - and can upload documents straight from a phone camera. On the Large Firm plan, built-in video chat lets you present a document on screen and capture the signature live on the call. Every feature below is included in the flat monthly price, with unlimited team members.

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Here are some of the features our platform offers

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Secure Client Portal

Secure Client Portal

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Collect E-Signatures and More With a Secure Client Portal

If you're looking for a simple way to collect e-signatures and manage client files securely, we can help. Our state-of-the-art secure client portal lets you do everything fast and efficiently.

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Custom Branded Portal, Emails, and Login Page

Here are some of the features our platform offers

Our cutting-edge platform allows you to create a white-label portal, emails, and login page that reflects your brand's identity. With a range of custom branding options, you can select the colors, fonts, and layouts that characterize your business.

Custom Branded Portal, Emails, and Login Page

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Client File Requests and Tracking

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Client File Requests and Tracking

Request and Track Client Files Effortlessly

Gone are the days of endless emails and phone calls to get your clients to send over the documents you need. With Client File Requests and Tracking, you just send a simple request, and the system will take care of the rest. You
can even set reminders to make sure you get the files you need on time.

Interactive PDF Files

Fill Out PDF Forms With Ease and Speed

With Fillable PDF Forms, you can quickly fill out all types of forms, from legal documents and client submissions to financial statements. Seamlessly navigate through any form, regardless of its complexity.

Interactive PDF Files

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Custom Branding

Easy for Customers

Our Custom Branded Portals feature allows professionals incorporate their client portal directly into their website, building trust with clients and making it easy for them to access and use the portal.

File Preview

Easy for Customers

Our File Preview feature allows you to quickly and easily preview secure files and videos from any device, without having to download or open the file.

Bulk Upload and Download of Secure Files

Easy File Management

Quickly and easily manage your clients' files with Zapa Client Portals' easy file management feature.

User Permissions and Activity History

Security

Keep your client files safe and secure with our User Permissions and Audit History feature, allowing you to control who has access and track every action taken within the portal.

Request Files from Clients

Tasks & File Requests

Streamline Your Document Requests with Zapa Client Portals' Request Tracking Feature

One Location for all Client Files

Easy for Customers

Consolidate all your client communications and files into one central location, so you can focus on your most important work.

Mobile Camera Document Upload

Mobile Camera Document Upload

Allow clients to upload documents with ease using their mobile phone camera.

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PDF e-Signature and Forms

With our PDF e-Signature feature, attorneys and paralegals can get documents signed quickly and securely during virtual consultations.

Mark Files as Read

Easy File Management

Quickly and easily identify and download new files that have not been processed with Zapa Client Portals' new file management feature.

Track Client Homework and Tasks

Tasks & File Requests

Keep track of client tasks and file requests in one place, and ensure that clients have clear homework to know what they need to provide you and the status of their case.

Fillable PDF Forms

PDF e-Signature and Forms

Our PDF e-Signature and Forms feature includes fillable PDF forms that allow professionals to easily gather information from clients in a streamlined and efficient manner.

Custom Workflow States

Easy for Customers

Never lose track of where your clients are in your process again. Custom Workflow States let you define and track the exact stages of your client engagements, giving you instant visibility into your entire practice.

Portal Templates

Easy File Management

Stop recreating the same portal setup over and over. Portal Templates let you create standardized configurations with pre-defined files, folders, tasks, and settings that match your specific client workflows.

Portal Tags

Simple but powerful. Portal Tags let you categorize and organize your client portals in any way that makes sense for your practice. Create your own system of organization that works for you.

Archive Functionality

Keep your active portal list clean without losing important client information. Archive completed portals to declutter your workspace while maintaining the ability to reactivate them whenever needed.

Learn More About Zapa's Secure Client Portal

Schedule a 30-minute demo to learn how e-signatures, fillable forms, and a secure document-sharing portal can save your firm time and money.

Schedule a 30-Minute Demo