Documents by email
Files arrive in pieces, in the wrong format, from the wrong person, and someone has to sort them.
Finance & legal
Less chasing, cleaner files.
We build secure client portals, intake forms and document workflows that save hours on every file, so your team spends its time on advice, not on collecting papers.
What gets in the way
Where hours disappear.
Clients asking for status
Every “where are we?” call interrupts work that could have been a status on a screen.
Repeated intake
The same questions are asked again for every new matter or year end.
What we build
Built for files that must be right.
BuildSecure client portal
Clients upload documents, sign, and see the status of their file, with access set by role.
BuildSmart intake forms
Guided forms that ask only what is needed, check answers and create the file for you.
BuildDocument workflows
Checklists, reminders and templates that move each file from intake to delivery.
LaunchA website that earns trust
Clear services, team and expertise, in the languages your clients use.
Client portal
Every project comes with its own portal.
Sign the proposal, approve each stage, follow updates and ask for support in one private space, on your computer or your phone.
- Decisions in writing
- Changes quoted before work starts
- English, French or Arabic
Questions
Frequently asked.
How is client data protected?
Access is controlled by role and enforced by the database, files are stored encrypted, and nothing is shared without permission.
Can clients sign documents online?
Yes. Clients can review and sign online, and every signature is recorded with the date and the person.
Can it work with our accounting or practice software?
Often, yes. We start with a review of your tools and connect where it saves real time.
Other industries
In their words
What our clients say.
Start a project
Take the leap.
Tell us where you want your business to be in twelve months. We'll show you how to get there.