Sentences with phrase «build a client portal»

So put this in the back of your minds while you're debating whether or not to abandon hourly billing or to build a client portal.

Not exact matches

So, when you're building or choosing your client portal, focus on features that will shave off time for the various tasks involved.

Credit Repair Cloud has it's own built - in Client and Affiliate Portal.

TravelPD influence technology & creativity to build interactive, pioneering & efficient portal solutions for its client throughout the globe.

Many law practice management software programs include built - in client portals, through which you can communicate and collaborate with clients, share documents and invoices, receive online payments for outstanding invoices and more.

But if you do not use practice management software with a built - in client portal, or you are looking for other options, look away from lawyer - specific software.

I think the discussion is maybe moving a little bit from just the peer security issues and thinking of cloud as a place to store data to, maybe the other advantages of the cloud, such as, you can build a secure client portal.

Often, a client portal will also offer the built - in ability to directly communicate with the client, allowing the client to ask questions.

Other legal clients were even luckier — their lawyers used web - based practice management software with built - in client portals.

The secure client portals built into many of the options are better than email for communicating with clients — and nearly as easy to use.

Besides the portal aspects, MyCase looks to be getting into the website provisioning business by building lawyer websites that integrate with MyCase (that's where the client portal feature comes in) and includes a blog, social media integration, Google analytics, a responsive code for mobile device access, and basic search engine optimization.

An Arizona family lawyer built a DIY portal for clients who couldn't afford full - service representation.

One of the most common and cost - effective online communication portals available to lawyers are the web - based client portals often built into legal practice management software.

And last but not least, guess which legal practice management software program with a built - in client portal is one of the top 3 that the authors encounter most often?

Integration with a tool, such as Microsoft Outlook, facilitates the building of a complete digital file that includes email communications; and for confidential communications, the availability of a secure client portal (whether through integration or as a native tool) is becoming a necessity.»

Ability to build a portal for client access to cases is extremely forward thinking in such a paper based industry.

During this session at Techshow, the presenters emphasized the importance of using web - based client portals, which are often built into legal practice management software.

But whatever you choose, you can build trust with your clients by letting them know that thousands of law firms across the country have adopted the MyCase Client Portal as part of their practice and that their clients appreciate the time - savings and access to information that the portal providesPortal as part of their practice and that their clients appreciate the time - savings and access to information that the portal providesportal provides them.

«We will leverage Handshake and SharePoint in building a one - stop portal for our lawyers and business services people which integrates our PMS (Elite 3E), CRM (InterAction) and DMS (SharePoint) data to provide on - demand, centralised information around people, clients, and matters as well as unifying the data in a single search experience.»

The built - in Client Portal Features Page is a great way to let your potential clients know that your firm takes security seriously.

«PracticePanther uses cloud technology and includes a built - in customer relationship management software (CRM) such as a client portal.»

Another way to maintain productivity when you're on vacation is to take advantage of the client portals built into law practice management software.

Law practice management software with built in client portals simplifies client communication and provides your clients with secure, instantaneous access to information about their case.

Cloud based case management software programs with built in portals provide easy access to online document storage, searchable client files and client communications.

Designed and built (using Oracle, DataStage, and Brio) the Health and Welfare benefits reporting portal application used by over 50 clients to warehouse and report on approximately 3 million participants per week.

Since 2005, our Data Rooms have helped the world's leading investors, advisors and corporates close more than 20,000 deals, the insights from which have been used to design the world's first suite of AI tools purpose - built for material events.The Ansarada Material Information Platform ™ is transforming the way companies and their advisors operate by bringing together all the relevant client and material information into a single portal that delivers a 360 ° view of activity and insights, giving users the foresight to make strategic decisions and act quickly on opportunities.