Client portals and customer updates
How do I stop sending documents back and forth by email?
Give customers and staff one controlled place to upload, review, and retrieve documents. Tie each file to the correct customer or request and keep version history where changes matter. Use email only for notifications rather than as the document storage system.
What to check
- Where should the official document live?
- Who can upload, replace, or approve it?
- Does the system keep the right version and history?