Client-facing: Give your clients their own accounts
Your firm deploys a branded platform on your domain. When a client comes to you with a shared pet situation, you direct them to your platform. They build their agreement, start their caregiver log and organise their documents. You have a dashboard view of every client's progress. By the time they return for their next appointment, they have documentation you can actually use.
- • Clients arrive with a timestamped care record rather than competing recollections
- • Written arrangements created while both parties were still cooperative serve as a reference point in mediation
- • Expense logs with receipts remove the need to reconstruct financial history from bank statements
- • Version history on every document shows how the arrangement evolved over time