Overview

Home is a dynamic homepage for your portal that greets clients with personalized content and surfaces the items that need their attention. Use it to share announcements, introduce your firm, and set expectations — then point clients straight to the invoices, contracts, tasks, and forms they need to complete.

Key Benefits

• Personalize the homepage with autofill fields and client-specific content.

• Surface outstanding Actions — invoices, contracts, tasks, and forms — with direct links to complete them.

• Build up to five segmented versions so different client groups see tailored content.

• Brand the page with a custom banner and background colors.