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.

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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.
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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

Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
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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.

mobile phone scanning document upload

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

  • Difficulty determining which documents or information have been requested versus received
  • Risk of missed requests or incomplete information
  • Time wasted searching for missing or incomplete documents

We're here to help:

  • Instant visibility into requested files across all clients
  • Easy tracking of requested versus received documents reduces the risk of missed requests or incomplete information
  • Streamlined document gathering process reduces the risk of missing or incomplete documents

Benefits

  • Improved operational efficiency and productivity
  • Enhanced accuracy and completeness of document gathering tasks
  • Increased client satisfaction through streamlined document requests

With Zapa you can:

  • Handle more cases with ease by streamlining document gathering tasks
  • Speed up case outcomes with more efficient document requests and gathering processes
  • Improve margins by increasing operational efficiency and reducing the risk of errors or missed requests

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!

Get a personalized business solution
Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.