If you send emails to clients – and we all do – there will be times when the content is confidential and it is vital that it doesn’t fall into the wrong hands. Sometimes we might not be aware of how sensitive data is, especially from a client point of view.
Email is great for small talk, arrangements and quick communications but it is not secure and highly susceptible to human error. How many times have you sent information to or received information from the wrong source? I am regularly wrongly emailed client documents by a highly intelligent, trusted professional simply because I have a very similar name to his client. It is completely understandable but it could have any number of repercussions.
A client portal is a cloud-based safe. The documents go in (added by you or your client), the recipient is notified and they are then retrieved. It is also subject to several layers of top-level security.
Signing online is another more efficient way to exchange and complete documents – and usually, anything requiring a signature is subject to some sort of security requirement. We offer a highly encrypted online signing facility that has saved many thousands of hours by turning legal documents round in seconds. No more waiting on the post or queuing to send things by special delivery!
For the sake of your practice, your reputation and your clients’ trust, switch from email to a secure client portal before it is too late. We can help, advise and support a quick transition to a much safer and more professional way to communicate.