Customer Portal

Platform for interact and share information with end customers through reserved access. (1)

  • check Create user profiles for customers.
  • check White-label interface, with customization of the logo with the firm's visual identity and the option of creating a link to access the Portal.
  • check Access to matters via Portal marked as visible, with name of the person in charge.
  • check Access to the activity (tasks) of the matters.
  • check Fee notes, invoices and data for payment of fee notes (IBAN or Multibanco references).
  • check Send and receive messages, documents and files.
  • check Management of consent for the processing of personal data (GDPR).
  • check Time zone and language (Portuguese, English, Spanish and French) settings.
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