CLIENT PORTAL
A secure and convenient way to manage key steps in your matter online.
At Excel Legal, we use a secure client portal to provide a more streamlined and organised client experience. Through the portal, clients may be able to upload documents, complete tasks, review requests, and keep track of important steps in their property matter, all in one place.
A Simpler Process
Property transactions often involve important documents, multiple stages, and time-sensitive steps. The client portal helps keep everything clearer and more manageable by providing one central place for key tasks and updates.
It is designed to make the process more organised, reduce unnecessary back and forth, and help your matter progress efficiently.
Portal Use
Depending on your matter, the Portal may be used for:
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Securely uploading and signing documents
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Completing on-boarding steps, such as verification of identity
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Responding to requests for information
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Reviewing outstanding tasks
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Keeping track of completed items
Private and Secure
We understand that property matters often require the handling of sensitive personal and financial information. The client portal provides a more secure and structured way to complete key parts of your matter online.
It also allows clients to attend to tasks digitally, in their own time, in a way that is practical and convenient.
How Access Works
If portal access is required for your matter, the secure link and instructions will be sent to you directly by email or SMS link. Access is secured via two-factor authentication, and is provided directly to clients for security purposes. Access to the Client Portal is not publicly available through the website.