Request Files from Clients
Keep Your Clients On-Task and On-Time
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.
Let Zapa Save Your Firm Time, Money, and Resources
Our request tracking feature is designed to simplify your document gathering tasks. In seconds, you can open a portal, enter a list of files you need from your client and click to email a File Request notification. You can quickly monitor all document requests across all clients, reducing the risk of missed requests or incomplete information. This feature also makes it easy to determine which documents or information have been requested versus received, allowing you to efficiently manage your document gathering process.
As a professional, you and your team is responsible for gathering and processing your clients' documents. With Zapa Client Portals' request tracking feature, you can efficiently manage your document requests, reducing the risk of errors and improving operational efficiency.
Challenges
- Many requests for copies of files from clients
- Scattered client files across different sources such as email, text and fax
- Difficulty managing and organizing client files
We're here to help:
- Consolidate all client communications and files into one central pipeline
- Provide clients with secure, self-service access to their own files
- Reduce the need for multiple sources of client files and requests
- Automate tasks related to file management, reducing the need for manual effort
Benefits
- Streamlined document management process
- Increased efficiency and productivity
- Improved client satisfaction and confidence in your services
With Zapa Client Portals:
- Our self-service portal provides clients with secure and easy access to their own files, increasing their confidence in your services and improving client satisfaction.
- By consolidating all client communications and files into one central pipeline, you can streamline your document management process and increase efficiency, leading to greater productivity.
- Automating tasks related to file management reduces the need for manual effort and frees up time to focus on more important work, which can help you handle bigger waves of case load with less stress on your team.
Loved by Thousands
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!
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
Get a personalized business solution
