Give your clients visibility on the progress of their cases, unclutter telephone lines and mailboxes, and free up your teams.
Share your actions, letters, invoices, procedural deadlines, and appointments in real-time in just 2 clicks.
Share Word or Excel files to collaborate on your files with your clients and partners.
Documents, letters, invoices, procedural dates... Meet your clients' expectations thanks to the instant publication of all the elements of their files.
Automate and speed up your communication with publishing options:
More than just sharing documents:
Maintain the confidentiality of your exchanges with your clients and the integrity of the data shared:
Personalize and optimize item sharing for greater efficiency and improved client relations.
Discover other Septeo solutions for lawyers for your firm's and your business' digitalization.
Yes, the publication options allow you to manage access to documents according to the rights granted to parties/persons in the files.
Yes, but they can mostly do it themselves by clicking on the “forgot password” link. No more annoying calls to your secretariat to reset a password.
Absolutely. Access to online payment can also be done from the client area. Once the invoice has been paid, the payment data is automatically sent back to your Septeo Lawyers software.
There is no limit to the number of documents sent via the client area.
Would you like to find out more about setting up a client area for your firm? Fill out the form below and an advisor will contact you as soon as possible.
