Client Portal
Our client portal product is an online portal that acts as an extension of a business’s website that allows them to interact with clients online.
In its simplest form a business can:
- Share Files securely online
- Get documents digitally signed
- Collaborate with clients and track changes with version control
- Have its clients upload their files rather than post/email them to the business
- Create a database of knowledge articles
Simple Example
An accountancy practice in the past would post documents such as a tax return to the client to get them to sign it and send it back.
Now the practice can email their clients a link to a document, the client signs the documents online and pays by credit card. The accountant
drastically cuts their costs and gets work done quicker while the client is much happier with the service. The client ends up with a facility
like online banking where their documents are stored online and accessible at any time.
Features:
File Sharing
Share Files securely online and give clients anytime access to their information.
Clients can also upload/submit their documents .. more »
Digital Signatures
Our Digital Signatures technology reduces the cost and time involved in getting documents signed off.
Now businesses can get work signed off on in real time .. more »
Payments
Lucey has amazing rates for accepting credit/debit card payments. We can offer businesses a number of options including a Virtual Terminal,
Defined Virtual Terminal, Client Invoicing and Webshop Integration .. more »
Version Control
Our Version Control facility ensures businesses have complete control as revised document versions are no longer
being emailed back and forth between the respective parties .. more »
Reclaim your Email
Centralise document storage and free up mailbox space. Discover how a business can reclaim their email .. more »
Data & Security
Secure a business’s data and that of its customers with our state-of-the-art encryption and data management services.
Find out more about Lucey’s security policies and tools .. more »