User Permissions and Activity History
Securely Control Access and Track Every Action
With Zapa Client Portals, you can easily manage user permissions and ensure access to client files is properly restricted and audited. Our User Permissions feature allows you to control who has access to what files, while our Audit History feature lets you track every action taken within the portal, providing a detailed log of who did what and when.
Let Zapa Save Your Firm Time, Money, and Resources
Our User Permissions and Audit History feature gives you complete control over access to your client files, making it easy to ensure sensitive information stays safe and secure. With granular control over permissions, you can restrict access to specific files or folders, ensuring only authorized personnel can view or edit them. Meanwhile, our Audit History feature tracks every action taken within the portal, providing an easy-to-read log of who did what and when.
As a professional, you need to instill confidence in your customers by keeping their sensitive information secure.
Challenges
- Time-consuming email requests for file copies
- Difficulty organizing and finding important documents
- Each file has to be uploaded or downloaded one at a time
We're here to help:
- Self-service portal allows clients to easily access and upload necessary files, reducing the need for frequent communication
- Folder organization and search functionality simplifies document management
- Easy bulk upload and download saves time and reduces mistakes
Benefits
- Improved operational efficiency
- Reduced time spent on administrative tasks
- Enhanced client satisfaction
With Zapa you can:
- Support more clients per attorney with less time spent on file management
- Increase billable hours by reducing time spent on administrative tasks
- Improve margins by increasing operational efficiency and reducing overhead costs
Loved by Thousands
ZAPA has made
a MAJOR impact.
We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
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