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Client Portals

Why Clients Still Send Documents by Email

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If your clients are still sending documents by email, it’s not because they prefer it. It’s because you haven’t given them anything better. Email is the default. It requires no setup, no account, no explanation. But it is also the worst possible system for structured document collection: no enforced format, no confirmation of receipt, no … Read more

From Email Chaos to Structured Intake

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There is a process that happens in almost every law firm, accounting practice, and HR department that is both universal and universally terrible: collecting documents from clients by email. The client sends an email. The attachment is the wrong file. You reply asking for the correct one. They send a new email — now there … Read more