ORGANIZE AND REMIND
Our platform is uniquely designed for the professional services industry. We have designed a platform that maximizes efficiency without having to alter the organizational structure you are used to.
REMINDERS AND NOTIFICATIONS
Send email reminders to your clients to inform them of outstanding documents directly within the platform – dramatically reducing the time you spend following-up with clients.
Sort your documents by Client, Matter, or Docket Deadline to fit your organizational preferences and mirror the way you are accustomed to working.
CLIENT AND MATTER TRACKING
Easily organize your documents within a specific Client, and quickly view all of your Matters corresponding to each Client.
ClientSide allows for multiple users to utilize the platform simultaneously. This allows any authorized user in your firm to request signatures whenever needed.
Receive alerts when important events pertaining to your document occur, such as when your document is being reviewed or has been signed.
ENSURE DOCUMENT ENFORCEABILITY
The security of your documents is a top priority. We are committed to protecting your information and ensuring that every document is tamper-proof.
ClientSide protects your connection with SSL encryption; the same level of protection used by banks and government agencies. Our secure servers are housed in a state-of-the-art Tier III, SSAE 16 and ISO 27001 certified data center, where all of your data is protected by a certified professional security staff equipped with state-of-the-art technology.
ClientSide creates a comprehensive transaction log, which includes tracked and timestamped IP Addresses and UserAgent information. This function gives you the ability to detect any suspicious behavior, and identify any unforeseen document manipulation.
RECEIPT OF A COMPLETED DOCUMENT
Both you and your client receive the completed document and an Audit Trail, allowing you to verify the signatures and save the document for your records.
PIN CODE AUTHENTICATION
When sending your documents, you have the option of creating a unique pin code that your clients must input when they sign the document. This allows you to ensure that your document is signed by the intended recipient.
Document signers can sign from anywhere, anytime, using any device. Wherever you have Internet access you can sign documents, giving you and your clients greater flexibility without compromising security.
TRAINING AND SUPPORT
ClientSide provides the most comprehensive training and support, to make certain that our customers are always fully satisfied with our product.
DEDICATED ATTORNEY SUPPORT
ClientSide is staffed with attorneys who understand the nuances of the legal industry, which allows us to offer attorney-specific support.
DEDICATED ADMINISTRATOR SUPPORT
Our administrative staff is committed to using their proficiency with ClientSide to help our customers’ administrative staff optimize their use of our solution.
CUSTOM FEATURE DEVELOPMENT
We strive to ensure that each firm is able to utilize the platform in a way that works best for them. We value customers’ input on additional features or modifications of existing features.
DIRECT LINE TO CTO
As part of our Enterprise package, we provide direct contact to our Chief Technology Officer to immediately resolve any issues that arise.
IN-PERSON STAFF TRAINING
We provide 100% of the training, which includes extensive initial onboarding.
PHONE AND EMAIL SUPPORT
All customers can email us or call our toll-free number with any questions or concerns. Email correspondence is responded to within two hours.