Category: Tips & Tricks

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2 Simple Models to Share and Manage Files with Client Hub

We present our 2 models below for how client service firms can leverage Client Hub to simplify file sharing in the cloud with their clients. Our models explain all these facets of cloud file management:  Receiving Files: Make it a drop-dead simple for clients to send files to the firm Providing Files: Empower client self-service...

The Best Way to Send/Share Files, Documents or Spreadsheets with Clients
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The Best Way to Send/Share Files, Documents or Spreadsheets with Clients

I often get asked “what is the easiest/ best way to send files, documents or spreadsheets to clients”. For many, the traditional way is to send the file as an attachment via email or other electronic messaging. Unfortunately, this method can create confusion and havoc as shown below: Recipient cannot remember where they downloaded and...

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Tips & Tricks: Setting Browser Start Pages to Inspire Client Engagement

We all agree that getting clients to engage with new technologies can oftentimes be a significant roadblock to implementation. This is especially true when the solution requires them to alter their normal behavior and do things differently than they are used to. Finding easy ways to get clients to adopt and use new tech is...