Introducing Global Documents: Save Time and Work Smarter in Redesigned Documents Section

Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and efficient document management, minimizing clicks and maximizing productivity.  As our […]

Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and efficient document management, minimizing clicks and maximizing productivity.  As our […]