Let's review the risks associated with FTP servers and see why have Law Firms moved away from this technology.
Present your managing partner with the benefits of modernizing the firm, such as improved efficiency, cost savings, and enhanced client experience.
A modern law firm is one that utilizes technology and innovative practices to enhance the client experience, improve efficiency and productivity, and stay current with the latest legal trends and changes.
Zapa helps accountants exchange documents and information with their clients easily and securely. It can also help them stay organized and work more efficiently, which is especially useful during tax season.
You should consider implementing a secure client portal in your business if you want to improve the way that you manage and share client information and documents, and if you want to provide your clients with a more convenient and secure way to access their information.
Now you can Pin Favorite Portals, add Terms & Conditions for your Guests, and Link a Portal to any URL!
For this release we wanted to add some ease of use features such as File Preview, Embeddable Link, and File Refresh
We love Dropbox and Dropbox for Business. It is an amazing team collaboration tool including excellent features such as Online-Only file sync with your Desktop Computer, and full File Version History. However, Dropbox may not be the best choice for sharing files with customers outside of your Team.
Zapa introduces Customizable Guest Invitation Emails, Notification to Clio Matter Email, Branded Guest Login Page, Show Deleted Files, File Comments and more.
Why is sending your customer files so difficult?