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.
Let Zapa Save Your Firm Time, Money, and Resources
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
- Clients don't have access to a scanner
- Sending documents via mail or email can be cumbersome
- Manual document collection can be time-consuming and inefficient
We're here to help:
- Allows clients to upload documents using their mobile phone camera, eliminating the need for a scanner
- Simplifies the document collection process, making it more convenient for clients and reducing the need for mail or email
- Automates the document collection process, saving time and increasing efficiency
Benefits
- Usable anywhere, anytime
- Improved customer experience and satisfaction
- Increased team bandwidth to focus on higher-value tasks
Zapa Client Portals can help:
- Our Mobile Camera Document Upload feature enables clients to upload documents easily and quickly, improving the customer experience and increasing client satisfaction
- By automating the document collection process, paralegals can focus on higher-value tasks, increasing their overall bandwidth and productivity
- The convenience and modernity of our document collection process can set your law firm apart from the competition, attracting new clients and increasing revenue
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
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