Client portal - getting documents from your client

As part of the intake process you need to get documents from your client. You can do that as part of the initial client intake, or you can choose to leave that as a separate step. Personally I prefer to do it separately, I find it breaks up the homework for the clients and makes it more manageable.

This is how you remove the client portal from the automatic questions in the intake - How to choose which parts of the client intake you send (familyproperty.com.au)

This is how you share the client portal later, after the client has completed their intake questionnaire - Client portal - sharing it with your client (familyproperty.com.au)

This is how you add additional recommendations to the client portal, documents that you want but our automation hasn't asked for (like documents for an extension on the family home) - Client portal - choose your recommendations (familyproperty.com.au)