Client Portal Mobile App
- Installing the client mobile app for Android/iOS
- Signing in (desktop and mobile)
- Mobile: Overview and client dashboard
- Mobile: Pay your invoices
- Mobile: Paying a recurring invoice
- Mobile: Documents section overview
- Mobile: Scanning & uploading documents
- Mobile: Complete requests
- Mobile: Managing documents
- Mobile: How to e-sign documents
- Mobile: How to approve firm-prepared documents
- Mobile: Completing an organizer
- Mobile: How to E-Sign a Proposal
- Mobile: Secure instant Chats with tasks
- Mobile: Managing Docs Inside Chats
- Mobile: Working with folders
- Mobile: Viewing Your Payment History
- Mobile: Prepayments & credits
- Mobile: Locked Documents
- Mobile: Troubleshooting