Talk it through
Tell us your market and your competitors and we will show you what this looks like for your firm before you commit to anything.
What's included
- Secure document upload with size and type controls
- Service request forms routed to the right team
- Certificate and document request workflows
- Online payment acceptance
- Client portal with authenticated access
- Automated acknowledgement and status notification
- Knowledge base and self-service answers
- Accessibility-compliant forms throughout
How this works in your industry
The mechanics are the same. What changes is the vocabulary, the compliance posture and what counts as a conversion.
- Insurance Certificate of insurance requests are the highest-volume routine task in most agencies. A structured request form with the required fields eliminates most of the follow-up.
- Construction Subcontractor document collection insurance certificates, W-9s, lien waivers handled by upload rather than email chains that nobody can find later.
- Legal Client document upload with appropriate security, plus payment acceptance for invoices and replenishment of trust retainers where your jurisdiction permits it.
Related services
- Website integrations Connecting requests to your system.
- Cyber security Securing document handling.
Common questions
It can be, with the right controls: authenticated access, encryption in transit and at rest, access logging and retention rules. We will scope it to your obligations. If your requirements exceed what a website portal should handle, we will say so.
Yes. For law firms we configure operating and trust accounts separately where your rules require it see payments.
Ready to see where you stand?
We start every engagement with a visibility and exposure audit of your firm, your competitors, and the search results your buyers actually see.