Client Portal Overview - EvolveGo

The Client Portal (formerly known as Communicate) is EvolveGo  own messaging platform, and is the best way to securely share confidential information securely with clients. 

The Client Portal not only offers secure messaging and file sharing, but also helps firm communication with internal channels and matters. On top of this, EvolveGo  automatically tracks the time you spend using the Client Portal.

Client Portal Features

Secure File Sharing & Messaging

Send confidential information via files or chat securely through the Client Portal on the desktop or the mobile application.

Rather than send confidential files through the normal email process, use the Client Portal to give yourself peace of mind that your information is secure. You can even share entire folders with your client!

View and pay for invoices

With email invoice scams becoming a larger risk, point your clients to the Communicate mobile app to view and pay for their overdue invoices.

Share Intake Forms securely

Your client can easily complete Intake Forms directly via the Client Portal, keeping all their legal correspondence in one place.

Internal Messaging and Matter Conversations

Whether everyone is working in the same office, in different locations, or you have remote staff, the Client Portal allows you to send direct messages to individuals or groups. You can have internal conversations on a matter or even set up individual channels for internal use.

Communicate Mobile App

Send messages and review files while on the go through EvolveGo's Communicate App.

You can receive notifications of messages directly to your phone so you never miss an important message. More importantly, you have a secure chat established with any client of a third party.

SMS Text Messaging

You can send an SMS text message directly from a conversation. This allows you to reach someone via text message even if they are not using the Communicate Mobile Application. 

Your Client's experience

The Client Portal helps you give your clients the best possible experience and a competitive edge. Clients will have the peace of mind that all conversations they have with your firm and any confidential information shared are secure.

Clients or any third party can connect to your firm on the Client Portal using the mobile app or on a web browser.