Yes. Progress in the Client Portal is saved automatically, so your client can fill out part of the intake form, upload some documents, and return later to pick up where they left off. Their answers and uploads are saved as they go. Saved progress is tied to their portal account, which is why they are asked to sign in first.
Click through the walkthrough above to see the intake experience your client gets.
That makes it easier for a busy business owner to complete the application in stages instead of all at once.
Related
Why does my client have to continue with Google or enter their name and email?. The account that makes saved progress possible.
Can clients add other people, like a spouse or accountant, to help with the application?. Another way to keep a half finished intake moving.
Can my client fill in the parts of the application I am missing?. Split the work so nobody stalls waiting on the other.
What does the progress percentage on a deal mean, and how do I get it to 100%?. See how far a paused intake has actually got.
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