Interactions

Here we break down all of the different interactions that can be strung together to deliver your services.

9 articles in this collection
Written by Bryan Marble

What Are Interactions?

Interactions are the building blocks of the client portal. Learn about available interactions and how to use them to streamline your firm.

Written by Bryan Marble
Updated over a week ago

Client Interactions

Acknowledge Terms Interaction

Have your clients acknowledge terms and keep a paper trail.

Written by Bryan Marble
Updated over a week ago

Book Meeting Interaction

Have your client book a meeting with you.

Written by Bryan Marble
Updated over a week ago

Fee Agreement Interaction

Have your client e-sign your fee agreement

Written by Bryan Marble
Updated over a week ago

Form Request Interaction

Gather files and information from your client using custom forms.

Written by Bryan Marble
Updated over a week ago

Initial Payment Interaction

ClientRock collects payment details prior to starting an engagement.

Written by Bryan Marble
Updated over a week ago

User Interactions

Deliver File Interaction

Deliver a file along with comments and feedback.

Written by Bryan Marble
Updated over a week ago

System Interactions

Welcome Interaction

Send your clients a welcome message.

Written by Bryan Marble
Updated over a week ago

Conversion Interaction

What happens when a client converts.

Written by Bryan Marble
Updated over a week ago