Portal Assistant serves two vital roles: converting prospects into clients and helping existing clients help themselves.

For prospective clients, it provides immediate answers about your services, pricing, and processes - gathering information and guiding them toward becoming clients.

For existing clients, it transforms into a personalized assistant after secure authentication, providing case updates, form access, and step-by-step guidance through any portal task.

This dual-purpose tool ensures everyone gets exactly what they need, whether they're exploring your services or managing their active case.