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Do I need a client portal?
Check boxes true for your organisation
I have 10 or more clients.
My clients & team members need to work remotely.
I communicate electronically with clients & teams.
We deliver impeccable client service & communication.
I send e-mails with clients containing sensitive information.
I regularly work on files with clients.
Often I send or recieve multiple documents via email.
My clients require self service & immediate access to their data.
I need to track approvals & amendments of documents.
I have deadlines for my clients.