The Client Experience
Understand how clients, prospects, and leads onboard and interact with the platform
11 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.
- If your Client (or Contact) Can't Login
- 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.