The Client Experience
Understand how clients, prospects, and leads onboard and interact with the platform
10 articles
Client Onboarding
Bringing Contacts Into the Platform: Onboarding Clients, Prospects, and Leads
Sync, Import, and Update Contacts From Your CRMSync and import contacts from your CRM to keep client data up to date and seamlessly integrated with your firm's platform.
Invite Clients into Your Firm's App ExperienceSeamlessly connect with clients and integrate them into your firm’s app experience
Contact Status TypesTrack the stage or relationship with each contact.
Sync and Import Client Integration IDs from your CRM
Preview ContactSee exactly what your clients see in their experience.
Your Client's App Experience
See what your clients see and how they engage with the platform
Your Client's App Experience OverviewUnderstand what your clients see in their in-app experience.
How Contacts Upload a Secure FileExchange Important Documents with Contacts
Client Push Notifications - Timing, Triggers, and Other AlertsStay out of the inbox—push notifications keep client communication focused, timely, and inside the app experience.
Contact Access to the Secure Files VaultClients, prospects, and leads can now easily view shared documents in the Vault, ensuring a consistent experience across all contact types.
If your Client (or Contact) Can't Login