Mark Files as Read

Simplify Your File Processing with Zapa Client Portals' New File Management Feature

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 file management feature is designed to streamline your document processing tasks. You can quickly identify which files have not been processed and ensure that all necessary files are downloaded and processed in a timely manner. This feature also helps to reduce the risk of duplicate efforts or miscommunications, ensuring that your document processing tasks are completed accurately and efficiently.

As a professional, you are responsible for gathering and processing your clients' documents. With Zapa Client Portals' new file management feature, you can efficiently manage and track new files, reducing the risk of errors and improving operational efficiency.

Challenges

  • Time wasted searching for new files that have not been processed
  • Risk of duplicate efforts or miscommunications
  • Difficulty managing a large number of new files

We're here to help:

  • Instant visibility into newly uploaded files that have not been processed
  • Easy tracking of team member activity reduces the risk of duplicate efforts or miscommunications
  • Streamlined document processing tasks reduces the risk of errors and miscommunications

Benefits

  • Improved operational efficiency and productivity
  • Enhanced organization and accuracy of document processing tasks
  • Reduced risk of errors and miscommunications

With Zapa you can:

  • Support more clients per attorney with streamlined document processing tasks
  • Increase billable hours by reducing time spent on administrative tasks
  • Improve margins by increasing operational efficiency and reducing the risk of errors

LOVED BY THOUSANDS

Zapa customer profile image
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
ZAPA has made a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

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