One Location for all Client Files

Streamline Your Operations with One Centralized Location for Client Files

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.

With One Location for all Client Files, you can:

Store and manage all client files in one central location
Provide clients with secure access to their own files via a self-service portal
Share files with clients and other team members as needed
Automate tasks such as sending a copy of a file to a client or verifying that they send you a specific request
Streamline your document management process and reduce the need for additional staff
Focus on your most important work, knowing that your client files are organized and easily accessible.

As a professional, you need to efficiently store and manage client files while providing secure access to their files so that you can gather the information you need to perform your service.

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.