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About this webinar
Discover the latest innovations built to streamline communication, accelerate payments, and simplify document management, all within your client portal.
We'll walk through recent updates, what's coming next, and how these enhancements help your firm deliver a better client experience while improving operational efficiency.
You'll learn how to:
Get paid faster: Clients can now pay invoices right in the portal
Stop chasing clients: Client Questions, a new feature in Aider's period close automation, streamlines information collection
Improve document collection: Aider's Client Questions uses AI Document Validation to ensure you get the right client documents back the first time
Organize and manage client files: Your exclusive first look at document folders in the client portal
Personalize and stay connected: Custom hero images for your firm's brand, in-app and push notifications that keep clients engaged, plus more portal updates we'll walk through live
Karbon for Clients is included at no extra cost and is constantly being enhanced. If you looked at Karbon for Clients before, now's the time for a second look.
If you can’t attend live, register to receive a recording.
Meet the Speakers
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