Client Portal
The portal creates a more organized and professional experience for clients while reducing back-and-forth communication.
Automated Intake and Client Portal
ADR Notable’s Automated Intake and Client Portal features help streamline the onboarding process for new cases while giving clients a secure, centralized place to interact with your practice.
What is Automated Intake?
Automated Intake allows you to collect information from parties before a case begins. Instead of manually gathering information through emails and phone calls, ADR Notable offers the ability to provide intake forms and organize responses directly within the Case.
This helps reduce administrative work and speeds up the intake process for mediators, arbitrators and ADR professionals.
What is the Client Portal?
The Client Portal is a secure online space where participants can interact with their case. An Authenticated Intake Form will require clients to create a login before they can access the form. Once the form is submitted, they will be taken into their portal.
In the portal. parties can:
- Complete intake forms
- Upload documents
- Review shared files
- Track To-Dos such as digital signature and document requests
- Receive case-related communications
The portal creates a more organized and professional experience for clients while reducing back-and-forth communication.
And if a client is participating in more than one case with you, they will have their own case list in the portal in which they can work on each individual case.