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Client transparency dashboard
Give clients visibility into who accessed their files, when they expire, and what is still outstanding.
Why it matters
- • Live timeline of document activity.
- • Status tracking for required uploads.
- • Clear deletion countdown for every vault.
How it works
- Step 1: Clients receive a secure link with a real-time checklist.
- Step 2: They see when documents are viewed or approved.
- Step 3: A deletion countdown builds trust and reduces follow-up questions.
FAQs
Does the dashboard work on mobile?
Yes. The client dashboard is mobile-first for fast uploads and check-ins.
Can we brand the client view?
Yes. Add your logo and colors so clients recognize your firm.