You can now track every client’s progress in real time, without chasing or checking. 

With automated request tracking in the Client Portal, statuses update as clients move through each step. You’ll instantly see who hasn’t started, who’s in progress, and who’s submitted - so you can step in at the right time. Click here to learn more.

Another update — based on your feedback 

We’ve also introduced Client Portal invitation links, so you can simply copy and send requests via email, SMS, or any channel that works for you. Click here to get started.

With the old Client Centre retiring soon, now’s a good time to get started with the Client Portal.