For all of its benefits, email isn’t the most secure way to communicate and share files with clients. When you send an email, it can hop around the world from server to server, each having its own security and storage policies. Actionstep’s client portal allows you to setup an encrypted communication and document exchange platform for you and your client.
From within each matter, you can choose which external parties should have access to the client portal. By customizing permissions for users, you can control whether your clients can read, create, upload, or delete documents by folder. By limiting permissions to “upload only,” clients and external parties can upload documents to a folder, but not see the contents of that folder. This allows you to have several unrelated parties upload documents to a central folder and still retain confidentiality.
Actionstep’s client portal contains a secure chat feature, where parties can exchange messages in real-time.
Each time a document has been uploaded or updated in the portal, users will get notified by email. There is also a built-in portal notification, located in the alert bar in Actionstep.
All activity in the portal is recorded in an audit trail, so you can see if your clients have viewed documents and which documents have been edited.
The Client Portal will reduce the inbound call volume of clients asking for a status update, and enables easy collaboration for your staff.