At a glance
Case-scoped & tokenizedEach client reaches only their own engagement, through a revocable link your staff issues.
E-sign built inEngagement letters and addendums are signed in the portal, with delivery attestation on the case.
Shared documentsDownload the documents your team has published to the portal — engagement letters, invoices, retention summaries, and completed forms.
Financial intake (433)Financial intake sections the client can complete in the portal — household, income, expenses, and compliance questions — staged for staff review on the case.
One link, the whole engagement
The portal is the client’s side of the same case record your firm works. They see where the case stands, what is needed from them, and the deliverables you have shared — without a single back-and-forth email asking for the latest document.
The client’s view: case progress, the actions needed from them, and the documents you have shared.
What the client can do
- Sign the engagement letter and any addendums by secure e-signature
- Download documents your firm has shared — engagement letters, invoices, retention summaries, and completed forms
- Complete financial intake sections in plain English — staged for staff review before they update the case profile
- Follow phase progress — Discovery, Strategy, Implementation, Verification
- Open client-safe documents your firm has published — not internal operator work product
Co-branded and access-controlled
The portal carries your firm’s identity, not RESO’s. Staff issue case-scoped invites and revoke them at any time, so access always matches the engagement — and every action the client takes lands on the case activity timeline instead of an inbox.
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