- Upload and storage of electronic copies of document(s)
- Share document with clients using a Secure Document Exchange (SDX) portal
- Secure “Chat” feature records conversations related to documents
- Set diary dates for future actions, with reminders via txt or email
- Record file notes and emails related to the Deeds
- Upload supporting documents/photos/videos, etc
- Powerful search feature lets you quickly locate deeds on file
Secure Document Exchange (SDX)
You can use Actionstep’s built-in secure portal to share your deed documents with your clients, and selectively enable client access on a document-by-document basis. When a client is granted access to a matter they will receive an email with a link to login. Once they have set a password they will be able to see the documents you have granted them access to. An audit trail is maintained of all access to the documents.
This is a nice way to give your clients secure access to their documents without having them phoning your firm each time they need a copy.