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What is Zapa Client Portals?

Presenting Zapa Client Portals, the simple answer to effective client document management. For CPAs, this tool expedites document collection during tax season, while attorneys can oversee documents and communications seamlessly, leading to increased profitability. The portal enables clients to upload files, offers a comprehensive checklist of required documents and deadlines, and allows for self-service access to their information. It is designed to be secure, dependable, and user-friendly, enhancing the overall experience. Elevate your approach to client management with Zapa—give it a try today! Zapa Client Portals caters specifically to small business owners, including accountants and attorneys, who require a safe and effective method for collecting, organizing, and sharing client documentation. Given the sensitive nature of the financial and personal information they handle, these professionals need a trustworthy solution that not only protects data but also optimizes their operational processes. This portal features an intuitive interface that allows clients to easily upload necessary documents, access a detailed checklist of requirements and deadlines, and retrieve their files independently. Furthermore, the system ensures a secure mechanism for sharing documents with clients and various stakeholders, making it an indispensable resource for small businesses aiming to efficiently manage their client information. Embrace the future of client data management with Zapa Client Portals today!

What is AgileLaw?

AgileLaw provides cutting-edge cloud-based mobile solutions tailored for legal practitioners. Their flagship product transforms the deposition experience by enabling lawyers to substitute cumbersome piles of paper exhibits with a streamlined tablet interface. By adopting AgileLaw's paperless deposition system, attorneys can conserve precious time and cut costs, allowing them to focus more thoroughly on their clients’ interests. With the ability to locate and share any exhibit in less than 30 seconds, attorneys gain an extra 20% of time that can be devoted to essential inquiries during legal sessions. This system guarantees that all participants remain synchronized and well-informed in real-time. Organizing case exhibits is made simple through an intuitive drag-and-drop web interface. Conducting remote depositions becomes an expert endeavor without the limitations usually associated with basic screen sharing. Lawyers can easily present and label exhibits using their favorite devices, such as web browsers, iPads, Android tablets, and Surface devices. The platform accommodates various formats, allowing for the integration of non-traditional exhibits like Excel files, Office documents, and multimedia elements such as videos or audio recordings. Furthermore, users can recover their expenses through detailed monthly cost-allocation statements, positioning AgileLaw as more than just a tool; it is a holistic solution for contemporary legal practices. This forward-thinking approach not only enhances attorneys' practices but also significantly boosts overall client satisfaction, fostering a more efficient legal environment. Ultimately, AgileLaw equips legal professionals with the resources necessary to thrive in a rapidly evolving industry.

Media

Media

Integrations Supported

Box
Clio
Dropbox
Microsoft Excel
Microsoft Office 2024
Relativity

Integrations Supported

Box
Clio
Dropbox
Microsoft Excel
Microsoft Office 2024
Relativity

API Availability

Has API

API Availability

Has API

Pricing Information

$52 per month, unlimited users
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Breichbilt

Company Location

United States

Company Website

www.zapaclientportal.com

Company Facts

Organization Name

AgileLaw

Date Founded

2012

Company Location

United States

Company Website

www.agilelaw.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

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