File status
Stays on record.
Hotel feature
Client portal: for law and fiduciary offices
The client logs into the portal, sees her file’s status, uploads documents and downloads bills. Sensitive documents are shared through the portal rather than by email.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Transparent information for clients
The portal shows only what the practice makes visible: file stage, next step and requested documents. Phone and email traffic falls and the client is informed in her own language.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Portal access can be protected with two-step verification; the authentication method is chosen according to the practice’s risk assessment.
Frequently asked questions
What does the client see?
What the practice opens: status, requested documents and bills; internal notes stay hidden.
Related topics
Secure messaging
Sensitive documents are shared through a time-limited link and downloads are logged.
Learn moreMandates and documents
Mandates and documents are prepared from templates, attachments tied to the file and the signature process tracked.
Learn moreBilling and QR-bill
Recorded hours and disbursements become a bill draft; it is checked and sent as a QR-bill.
Learn more