Secure Client Portal
Open Market Stack’s client portal is a secure, branded space where your can provide personalized attention to your clients. Accessible anytime and from any device, you can share case updates, documents, even invoices with your clients.
You determine when and for how long a client has access to the portal. Regardless of situation, sharing information and setting permissions all happens through a simple, client-specific form that can be updated on the fly.
You can customize the email that your clients receive inviting them to use client portal. Once received, they can login, update their password (reset it if ever necessary) and view their case information. The client portal is an effective way to super-serve your existing clients and can dramatically reduce the time your staff spends taking calls or returning emails. Plus, all portal activity is correlated and track as part of each client and case record.