Sentences with phrase «clients via portals»

Not exact matches

Mercedes Enterprises INC will provide credit educational material to the client via email or via the client portal.

Clients also have real - time access to their investment portfolios via our online portal.

With a «Pay By Credit Card» button appearing on every invoice, your clients can pay their invoice via their web portal.

A less difficult alternative is to communicate with your clients via a secure client portal.

Everything inside the portal is encrypted, and as long as you can convince your client to only communicate via the portal rather than conventional email, you will have moved your client communications to a secure and encrypted environment.

Additionally, in a drive to further enhance the firm's service offering, Eclipse's self - service client portal, TouchPoint, will be implemented to provide a transparent and flexible interactive experience, whilst FileView will enable staff to securely display important case information to its clients via the firm's website.

Note: Following this publication, Bill4TIme launched a client payment portal with the option to pay online via credit card or PayPal.

Through this client portal, lawyers are able to invite and remind their clients via email or SMS.

Your clients do not need a login to sign; they access their portal via email.

The hub for our technology - based system is our case management software, which incorporates HITECH / HIPAA - compliant cloud - based document storage (with enterprise - grade encrypted security) that allows our attorneys immediate access to case files from anywhere in the world, and a client portal that provides direct and secure communication and document transfer, via the web or mobile app, among our clients, attorneys, and staff.

You can discuss matters and clients with colleagues, invite clients or other third - party individuals to connect via a secure portal, and receive real - time notifications when changes are made to data.

Provide them with different ways to contact your firm and give them 24/7 access to information about their cases via an online client portal.

See Which Invoices Are Electronically Shared with your Clients: In Rocket Matter, you can automatically share invoices, via email or portal, when you create them.

Communicate with clients via their secure client portal where you can send secure documents, chat in real - time, and more.

Using MyCase invoice reminders via the Client Portal is a quick and easy way to politely remind clients that they have an outstanding invoice and allows them to easily pay right from their smartphone.

Artificial Lawyer has to add that the payments system is also a great idea, especially when law firms start to create subscription platforms for their expert knowledge services, which clients can then engage with via a firm's website, or client portal.

via the Client Portal is a quick and easy way to politely remind clients that they have an outstanding invoice and allows them to easily pay right from their smartphone.

In the past, invoices had to be delivered via the client portal and clients had to log in to the client portal in order to make a payment.

They want real - time updates via client portals, after - hours services, and instant delivery of completed work.

This means MyCase customers will get paid even faster since their clients will be able to pay via credit card or ACH (eCheck) payments using the client portal.

Collects diversity data via the Passport Collaboration Portal from your firms using the Collaboration Module; diversity data can also be manually entered by clients

Although it sounds simplistic, many of the MyCase customers we spoke to explained that they made a point to emphasize to their clients that MyCase Payments via the firm's Client Portal was the preferred payment method, thus avoiding opening the door for other options.

By using a legal - specific solution, you can protect and streamline the administrative process, while also improving collaboration internally and with clients via a secure central portal.

Whether it's conducting legal research, communicating with clients via email or a secure client portal, or reviewing and revising documents — mobile devices make it possible.

Share case - specific documents with clients and co-counsel via secure client portal, so they can access what you share on their own at any time.

In respect of making Direct Medical Expert instructions via the portal, it is not feasible to instruct experts with the limited information available and then negotiating Service Level Agreements (SLAs), while trying to act in the interests of client.

For years, large law firms have offered clients access to documents via extra-nets, while in - house counsel have outsourced document review to India over cloud based portals with nary a peep from the bar.

Zola checks off all the necessary practice management boxes - calendaring, task management / workflow, email and document management, accounting, and secure client communications via the portal.

Once you've sent invoices via your firm's Client Portal, your contacts can login anywhere that they have Internet access to view an update or even make a payment.

Finally, you can select invoices and either email them to a client or send via Caseway, Zola's encrypted client portal, all without leaving Zola.

Trust Requests can then be easily shared with your clients either via email or Clio Connect, Clio's secure client portal.

Case.one helps Real Estate lawyers save valuable time with the ability to share secure documents, streamline workflow and collaborate with clients via a secure client portal.

Managed the creation of ODS using Informatica and provided APIs for data ingestion via clients» web portals

Contract opportunity scheduling appointments with clients, examining commercial businesses payroll and tax records, evaluating operational practices, and submitting projects via web - portal.

• Respond to inquiries from students, parents, and other clients via telephone, email, or our online live chat portal.

Provide assistance to our external client base via phone, e-mail, and our client portal website on primarily one main API Healthcare software solution or on API Healthcare devices and device software

Responsibilities will include: - Recruiting candidates Arranging training were required Organising various checks and arranging DBS certificates where required Selling our services to prospect clients Meeting clients to get job description Dealing with booking via various portal systems This is a great opportunity for someone with the approiate and relevant experience to move very quickly into a management role.

Statistical data proves that recommendations and referrals from people via social media channels convert to clients at more than 70 percent, which is incrementally better than the traditional 2 - 3 percent conversion rates from channels like online portal leads.