Guided workflows
Structured phases keep every client moving with clear next steps.
Our products
Choose a service to see the workflow phases and next steps.
Secure documents
Collect, review, and reuse files in one protected client vault.
Case visibility
Your team tracks progress, assignments, and blockers in one place.
How it works
A professional client experience
Clients see their progress in a branded portal. Your team manages cases, documents, and workflow stages from one workspace.
portal.yourfirm.com — case pipeline
Pipeline board
Enquiry
Crestfield HR
Unassigned
Qualification
Northgate Advisory
Sam K.
Documents
Harbor Legal
Alex T.
Active
Summit Payroll
Jamie R.
portal.yourfirm.com — client portal
74%
Case readiness
- Waiting on client: proof of address
- Waiting on team: document review
- Blocked: agreement signature
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