Client Portal for Vendors to Partners

Provide professional service for your external counterparties in a secure environment on SharePoint, by using your own vendor portal for partner' team members.
Simplify a work routine of your employees and partners by speeding up files and task management, streamline your business processes and make them faster.
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For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Be confident that users have the right access to the right content at the sub-folder level
Be confident that users have the right access to the right content at the sub-folder level
Save current Clients and Contractors data in a comfortable and modern space
Save current Clients and Contractors data in a comfortable and modern space
Send client updates and workflow processes with confidence
Send client updates and workflow processes with confidence
Assign due dates to colleagues
Assign due dates to colleagues
Avoid inappropriate and chaotic approval process when some vital steps are missing
Avoid inappropriate and chaotic approval process when some vital steps are missing
Monitor assigned tasks in connection with contracts ​
Monitor assigned tasks in connection with contracts
Re-assign the endorser, update a contract, or simply copy the document and change whatever is relevant
Re-assign the endorser, update a contract, or simply copy the document and change whatever is relevant
Centralized storage of all documents and files you need for work
Centralized storage of all documents and files you need for work
Search and retrieve your contracts by applying filters and saving most frequent searches
Search and retrieve your contracts by applying filters and saving most frequent searches
Get access to the required versions of the documents
Get access to the required versions of the documents
Track the document changes
Track the document changes
Track the status of the contract by defining the level of details in the report
Track the status of the contract by defining the level of details in the report
HOW DOES IT WORK FOR EVERYONE?
Why using Client Portal is secure?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
Why is Client Portal so convenient?
All documents and files to cooperate with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when the counterparty shares the files with you.
Versioned documents allow you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
Benefits of Client Portal
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
You can chat with your conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, including documents and files.
Co-authoring an co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is addressed in accordance with the tasks
CONSULTING & LAW SERVICE

•Can fulfill the terms of the contracts efficiently and on time

•Delineate information and access rights to documents and legal data

•Follow up on the legal process/procedure

•Timely address questions and complaints, increase loyalty

•Receive requests and complains

•Set up a business process, collect documents for an agreement, and create tasks within the company to deal with the client's issues

•Have structured information – primary documentation certificates, accounting documents etc.


•Find information, files and learn status fast and easily to get the job done

•Be able to reply to any question to make the client fully informed

•Be able to ask co-workers and client a question upon request

•Get reminders to transfer data to a lawyer on time








CLIENT
•Control the results of work according to procedure

•Find out legal news in the professional field

•Be sure that employees receive timely replies from consulting experts.

•Have a clear understanding why the company pays for consulting

•Have instant access to all documents added to the procedure










•Find information and files fast and easily

•Requests about the issues forwarded directly to the right consulting and legal department

•Create a new request

•Check one's own requests and status









IT ON BOTH SIDES
•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection









Technologies
Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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