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Deliver a 5‑Star Client Experience with the eimmigration Client Portal

VanessaVargas2
Hosted by Vanessa Vargas
Feb 27, 2026
|
10:00 AM PT

Client expectations are higher than ever. In this one-hour live training, learn how to use the eimmigration Client Portal to communicate clearly, reduce back-and-forth, and keep clients informed every step of the way.

Join this session to learn how to:

  • Share document requests and receive uploads securely 
  • Send forms for review or completion 
  • Provide clients with case updates and task visibility 
  • Enable online invoice payments 
  • Allow clients to schedule meetings and view notes

If improving client experience and transparency is a priority for your firm, we’ll show you how to get there.

On Demand Webinars