Client experience 0:32
Give your client a clear update.
Create a client page, publish a matter update and preview what your client can see in Remora Dockets.
Recordings use the local demo edition. The hosted trial lasts 60 days. Use the player’s CC button for English or French captions. Every step is also written below.
Follow along in your office
- 01
Open Client updates
Open Work, then Files and select the matter. Choose Client updates. Read what the client page shares before creating it.
- 02
Make their page
Press Make their page. Copy the link to share privately with the intended client.
- 03
Publish a useful update
Write the next action in plain language. Press Publish update. Check whether the message was delivered or saved to the page only.
- 04
Preview the client’s view
Press Preview the client’s page. Check the next date, payments and published update from the client’s perspective.
Anyone with the client-page link can open it. Share it privately with the intended client, and use Stop this link when access should end. Delivery through Nyocte depends on your office’s connection.