Portal Templates
Create Standardized Client Portals in Seconds
Our Portal Templates feature is designed to eliminate the repetitive work of setting up new client portals. Whether you're handling tax preparation, estate planning, corporate formations, or litigation cases, you can create reusable templates that include all the standard documents, folder structures, and tasks your practice needs. With Portal Templates, attorneys, CPAs, and paralegals can launch new client engagements with complete consistency and in a fraction of the time, ensuring nothing is overlooked and every client receives the same professional experience.
Let Zapa Save Your Firm Time, Money, and Resources
Portal Templates allow you to build once and reuse indefinitely. Create multiple templates for different practice areas, each with its own customized structure, pre-loaded documents, and automated tasks. When you onboard a new client, simply select the appropriate template and your entire portal framework is ready instantly—no manual setup, no forgotten steps, just streamlined efficiency from day one.
As a professional, you have to set up new client portals repeatedly with the same folder structures, documents, and tasks for similar engagement types.
Challenges
- Setting up each new client portal from scratch takes 15-30 minutes of valuable billable time
- Different team members set up portals differently, leading to confusion and missed items
- Without a standardized process, critical documents or steps are sometimes overlooked
- New team members struggle to remember all the components needed for different engagement types
- As your practice grows, the time spent on portal setup becomes increasingly burdensome
- Manual recreation increases the risk of mistakes in folder naming, document placement, or task assignment
Benefits
- Select a template and have a fully-configured client portal ready instantly, saving 15-30 minutes per setup
- Every client receives the same professional, standardized experience regardless of which team member sets up their portal
- Pre-configured templates guarantee all necessary documents, folders, and tasks are included every time
- Handle more clients without proportionally increasing administrative overhead
- New staff can launch perfect portals without memorizing complex setup procedures
- Build separate templates for tax prep, estate planning, litigation, corporate work, and any other practice area
- Eliminate manual mistakes that come from repetitive portal creation
- Clients see a polished, well-organized portal from the moment they log in
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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