Proactively Managing Your Clients, Using a Client Portal
Join Damian and Rebecca, as they explore why firms are now investing in Client Portals and how they are more than just sharing documents. During the 30min session, we will help you to understand the different levels of Client Collaboration, why it's important to provide your clients with the best and how.
- Why Client Portals are more than just file-sharing
- The 5 Levels of Client Collaboration
- Why integrations are key: A centralised point of access for your clients
- Unseen demo of Hubshare's V3.1 release
- Demo of Hubshare's DMS, Office, and Finance systems integrations