Zapa Client Portals' easy file management feature allows attorneys and paralegals to efficiently manage their clients' files. With our platform, you can easily upload folders, see and download new files, and quickly find the files you need.

Zapa Client Portals' request tracking feature allows professionals such as accountants, attorneys and paralegals to monitor all requested files at a glance across all clients. With our platform, you can easily determine which documents or information have been requested versus received, streamlining your document gathering process.

When your client can access their own files at any time with a secure self-service portal, you can be free to focus on your most important work. Reducing simple requests, automating tasks such as sending a copy of a file to your client or verifying that they send you a specific request can make all the difference during a busy season or tight deadline. With simple and effective automation such as self-service client portals, you can scale your business with less need to hire additional help.

Our Mobile Camera Document Upload feature enables attorneys and paralegals to streamline the document collection process by allowing clients to upload documents directly from their mobile phone camera to the Zapa Client Portal. This feature eliminates the need for clients to have a scanner or to send documents via mail, which can be cumbersome and time-consuming. With Mobile Camera Document Upload, every client has a scanner in their pocket, making it easy to provide you with the information you need.

Our PDF Signatures feature allows attorneys and paralegals to securely sign and send documents to clients during virtual consultations. With password-less login, clients can sign PDF documents in seconds, removing the need for lengthy email exchanges and reducing the risk of errors and delays.

Zapa Client Portals' new file management feature allows professionals such as accountants, attorneys and paralegals to easily identify and download new files that have not been processed by team members. With our platform, you can instantly see newly uploaded files and mark them as "downloaded" or "read" just like your email inbox.

Our Client Task Tracking feature enables attorneys and paralegals to easily manage client tasks and file requests within the Zapa Client Portal. You can assign tasks to your clients, set due dates, and monitor progress to ensure that your clients are staying on track. This feature helps you communicate more effectively with your clients, reducing the risk of angry clients who don't understand their invoice costs or case progress. With Client Task Tracking, your clients will always know what they need to do, and you can focus on the work that really matters.

With our Fillable PDF Forms feature, professionals like accountants, attorneys and paralegals can provide clients with digital intake sheets that can be filled out and submitted securely through our client portal. This eliminates the need for clients to have access to a scanner or to mail documents, reducing the risk of errors and delays and saving time and money.

Zapa provides a customized portal branding experience for your business that allows clients to access their files in something clearly that belongs to you. Your customers should never have the concern of an unfamiliar third party provider who is communicating directions and assistance with their data management needs. The Zapa Client Portal brand takes a back seat as your company's logo becomes front-and-center when uploading your assets in accordance with our branding guidelines.

With our File Preview feature, your customers and team can instantly view secure files and videos from our client portal on any device, without the need to download or open the file. This saves time and makes it easy to process files and gather documents, even when on the go.

With Zapa Client Portals, you can easily manage user permissions and ensure access to client files is properly restricted and audited. Our User Permissions feature allows you to control who has access to what files, while our Audit History feature lets you track every action taken within the portal, providing a detailed log of who did what and when.