Use the Client Portal Workspace to share files, exchange messages and manage the relationship between you and your client securely.
- You can upload files or folder structures of any format and size. The system can receive, process and display all major file types. You can upload individual files, entire folder structures and ZIP files for larger datasets. The system processes all files on upload to make them fully searchable.
- Apply specific permissions to users, groups, documents and folders and keep track of your workspace activity with detailed reports.
- Manage who can view, add notes, add highlights, download and print at an individual or group level. You can set separate permissions for individual files or whole folders.
- You can create tasks and allocate them, record events, publish updates and send secure messages.
View the Relationship Workspace / Client Portal Workspace Apps