Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes. From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]
What are Experiential Portals and How Can You Use Them?
What are Experiential Portals and How Can You Use Them? In today’s digital world, it is essential for businesses to have the right tools for managing their data and transactions. One may wonder how to create a client portal in WordPress, Squarespace or Wix, which may be enough for an ecommerce platform but professional services […]
Meet us at Web Summit Lisbon
MyDocSafe is attending Web Summit Lisbon. Come and talk to us at Web Summit in Lisbon on the 1st of November 2022. If you have workflows to automate, whether they are related to customer onboarding, document approvals, complex transactions then do reach out to us via the Web Summit app to arrange a meeting. We […]