Client Portals – Does my firm really need one?

The Session

It’s no secret that Client Portals are on the rise, with more & more firms across the globe implementing them to help combat issues around data security, document access, client retention and even brand presence.

But, how do you know if a Client Portal is the right choice for your firm?

Join for a 20-minute webinar, as we will walk you through common misconceptions around Client Portals, the pros, & cons and how to pick the right portal for your firm.

Agenda:

If you have clients and exchange documents – Then you need a client portal. Email was often used in the past, but in an effort to deliver a digital experience as good as a physical one that needs to change. Client portals are the future. Collaboration Portal Hubshare is a powerful secure file sharing platform that allows professionals to collaborate more effectively.

Secure file sharing pretty much only deals with documents and these tend to be large sets of data or short term sharing. Client portals are for longer transactions and sharing data that is far more than just documents..

Client Portals – Does My Firm Really Need One?

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