Clients judge a firm on the parts they can see: how they send you a document, how they sign something, and whether they can tell what is happening without emailing to ask. This pillar covers the design and security decisions behind a portal clients actually log into, and the ones that quietly push them back to email. The Accupe portal is isolated per client, branded to your firm, and reached with a client code and PIN, with a no-login deposit box for the clients who are never going to log in at all.
The 9 newest of 79 articles on client management and portals.
What every firm should have straight on this topic, whether or not it ever uses Accupe.
One client must never be able to reach another client’s records, enforced in the database rather than in the interface. Ask a vendor how it is enforced, not whether it exists.
A password reset flow loses the client who signs in twice a year. A short code and PIN, or a link that needs no login at all, gets you the document.
A no-login, upload-only page means a prospect can send you a document before they are a client, and a client can send one without hunting for credentials.
Fields placed per signer, a signing order, reminders, an expiry date, and a decline that captures a reason. The detail is what makes the signature hold up rather than just look modern.
A signing link on its own proves somebody had the link. A one-time code sent to the signer’s email address, recorded on the completion certificate, is the difference between a signature and an assertion.
A portal that looks like your firm until the moment an email arrives from somebody else’s domain is a portal that undoes its own work.
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