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eimmigration: Get the Most Out of Your Client Portal

VanessaVargas2
Hosted by Vanessa Vargas
Aug 29, 2025
|
10:00 AM PT

Your clients expect fast, clear, and professional communication—and your eimmigration Client Portal is built to deliver just that. If you’re not fully using it, you’re missing key opportunities to save time, reduce back-and-forth, and elevate the client experience.

In this one-hour live training, we’ll show you how to use the Client Portal to streamline communication, simplify document collection, and keep clients engaged and informed.

You’ll learn how to:

  • Share document checklists so clients can upload evidence directly

  • Send forms for clients to complete or review securely online

  • Enable online invoice payments for faster processing

  • Allow clients to schedule meetings and view meeting notes

Whether you're new to the Client Portal or looking to improve how you use it, this session will help you work more efficiently while impressing your clients every step of the way.

On Demand Webinars