No card, no sales call
Get your firm's portal set up
Add your logo, turn the document list you already send clients into a template, and have your first request ready to send.
What setting up involves
- 1 Make it yours Upload your logo, set your colors, and point a subdomain at it if you want clients logging in at your own address.
- 2 Build one request list Take the list of documents you send most often and save it as a template. This is the step that pays for itself.
- 3 Send it to a real client Pick the client who is slowest to respond. Watching the reminders do the chasing is the fastest way to know whether this works for you.
Nothing is charged when you sign up and no card is taken. Plans are listed on the GBP pricing page.
Tell us about your firm
UK GBP
Only the email address is required. The rest lets us set your templates up the way your firm actually works.
We will not add you to a newsletter, share your details, or call you. See the privacy policy.